Jeff Yass Susquehanna International Group
Jeff Yass is a co-founder of Susquehanna International Group (SIG), a major global trading and market-making firm. SIG is known for options expertise, quantitative trading, and a training culture grounded in probabilistic decision-making. Yass’s firm is influential across derivatives markets even though it is less of a traditional long-only stock-picking franchise.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.87B |
| 2 |
NVIDIA
NVDA
|
+$2.46B |
| 3 |
Microsoft
MSFT
|
+$1.32B |
| 4 |
Amazon
AMZN
|
+$1.13B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.12B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.78B |
| 2 |
SNDK
Sandisk
SNDK
|
+$949M |
| 3 |
Advanced Micro Devices
AMD
|
+$926M |
| 4 |
Micron Technology
MU
|
+$585M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$509M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.93% |
| 2 | Communication Services | 0.62% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Industrials | 0.48% |
| 5 | Healthcare | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
STRS
6326
DELISTED
STRATUS PPTYS INC
STRS
| $2.15M | ﹤0.01% |
+74,751
| New | +$2.2M |
|
6327
PUT
AllianceBernstein
AB
$3.41B
| $2.15M | ﹤0.01% |
61,000
-57,600
| -49% | -$2.18M |
|
6328
CALL
Veralto
VLTO
$24.1B
| $2.15M | ﹤0.01% |
24,200
+3,200
| +15% | +$278K |
|
6329
3D Systems Corp
DDD
$535M
| $2.14M | ﹤0.01% |
709,799
-435,185
| -38% | -$1.19M |
|
6330
iRhythm Holdings
IRTC
$4.06B
| $2.14M | ﹤0.01% |
18,015
-6,136
| -25% | -$713K |
|
6331
PUT
Chemed
CHE
$7.11B
| $2.14M | ﹤0.01% |
4,600
-4,100
| -47% | -$1.72M |
|
6332
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.1M
| $2.14M | ﹤0.01% |
54,469
+31,821
| +141% | +$1.22M |
|
6333
Cable One
CABO
$149M
| $2.14M | ﹤0.01% |
40,336
+34,784
| +627% | +$2.34M |
|
|
XOMA
6334
PUT
DELISTED
Xoma
XOMA
| $2.14M | ﹤0.01% |
+50,400
| New | +$2.04M |
|
|
WBI
6335
PUT
WaterBridge Infrastructure LLC
WBI
$1.76B
| $2.14M | ﹤0.01% |
62,500
-54,100
| -46% | -$1.57M |
|
|
CIM
6336
PUT
Chimera Investment
CIM
$972M
| $2.14M | ﹤0.01% |
160,500
+4,800
| +3% | +$64.3K |
|
6337
PUT
Kodak
KODK
$924M
| $2.14M | ﹤0.01% |
231,200
+100,600
| +77% | +$1.1M |
|
|
MAYU
6338
AllianzIM U.S. Equity Buffer15 Uncapped May ETF
MAYU
$44.2M
| $2.14M | ﹤0.01% |
62,639
+48,742
| +351% | +$1.63M |
|
|
UNIT
6339
Uniti Group
UNIT
$2.45B
| $2.14M | ﹤0.01% |
186,353
-251,160
| -57% | -$2.85M |
|
6340
YieldMax GOOGL Option Income Strategy ETF
GOOY
$233M
| $2.14M | ﹤0.01% |
160,998
+86,902
| +117% | +$1.24M |
|
6341
Invesco DB Agriculture Fund
DBA
$1.22B
| $2.13M | ﹤0.01% |
80,038
+41,993
| +110% | +$1.15M |
|
6342
CALL
Golub Capital BDC
GBDC
$3.4B
| $2.13M | ﹤0.01% |
165,700
+43,200
| +35% | +$563K |
|
6343
PUT
Aramark
ARMK
$15.6B
| $2.13M | ﹤0.01% |
37,500
+6,200
| +20% | +$306K |
|
6344
Columbia Financial
CLBK
$1.21B
| $2.13M | ﹤0.01% |
100,514
+83,445
| +489% | +$1.62M |
|
6345
CALL
Shattuck Labs
STTK
$809M
| $2.13M | ﹤0.01% |
+307,200
| New | +$1.92M |
|
6346
Hull Tactical US ETF
HTUS
$164M
| $2.13M | ﹤0.01% |
48,583
-49,133
| -50% | -$2.09M |
|
6347
Global X MSCI Norway ETF
NORW
$92.6M
| $2.13M | ﹤0.01% |
66,639
+49,361
| +286% | +$1.85M |
|
6348
PUT
Satellogic
SATL
$824M
| $2.13M | ﹤0.01% |
371,800
+200,500
| +117% | +$1.47M |
|
6349
Affiliated Managers Group
AMG
$9.45B
| $2.13M | ﹤0.01% |
6,283
-7,478
| -54% | -$2.32M |
|
|
ONC
6350
BeOne Medicines Ltd
ONC
$42.6B
| $2.13M | ﹤0.01% |
7,461
-7,347
| -50% | -$2.16M |
|
Similar funds
Jeff Yass's Q2 2026 Portfolio in Review
As of Q2 2026, Jeff Yass held 15,023 positions worth $1.28T, up 44% from $893B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Jeff Yass deployed $142B of net new capital in Q2 2026, opening 1,956 new positions and adding to 5,793 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 5,720,864 shares worth $277M.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, up from 2% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $1.78B trimmed.
- Jeff Yass's largest Q2 2026 buy was Vanguard Total International Bond ETF: 5,720,864 shares worth $277M.
- Jeff Yass added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $2.87B increase.
- Jeff Yass's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $1.78B.
- Jeff Yass fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2026, selling an estimated $142M.
- Jeff Yass's ten largest holdings make up 27% of its $1.28T portfolio in Q2 2026.
- Jeff Yass opened 1,956 new positions and closed 1,748 in Q2 2026.
- Jeff Yass's portfolio value rose 44% quarter-over-quarter to $1.28T.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.