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 | |
|---|---|---|---|---|---|---|
6376
Teekay Tankers
TNK
$3.12B
| $2.1M | ﹤0.01% |
32,387
+18,119
| +127% | +$1.36M |
|
6377
CALL
Xeris Biopharma Holdings
XERS
$1.59B
| $2.1M | ﹤0.01% |
265,200
+161,200
| +155% | +$1.03M |
|
6378
Icon
ICLR
$13B
| $2.1M | ﹤0.01% |
12,084
+4,053
| +50% | +$516K |
|
6379
PUT
Hyliion Holdings
HYLN
$579M
| $2.1M | ﹤0.01% |
402,900
+282,700
| +235% | +$1.18M |
|
6380
PUT
VanEck Agribusiness ETF
MOO
$1.02B
| $2.1M | ﹤0.01% |
26,500
-62,500
| -70% | -$5.08M |
|
6381
Innovator US Equity Ultra Buffer ETF February
UFEB
$231M
| $2.1M | ﹤0.01% |
54,275
+40,356
| +290% | +$1.54M |
|
6382
PUT
AdaptHealth
AHCO
$731M
| $2.1M | ﹤0.01% |
201,100
+144,900
| +258% | +$1.62M |
|
6383
Tarsus Pharmaceuticals
TARS
$3.14B
| $2.1M | ﹤0.01% |
33,290
+16,655
| +100% | +$1.06M |
|
6384
Franklin Templeton
BEN
$17.8B
| $2.09M | ﹤0.01% |
62,964
-55,373
| -47% | -$1.66M |
|
6385
PUT
Cooper-Standard Automotive
CPS
$474M
| $2.09M | ﹤0.01% |
77,400
-59,400
| -43% | -$1.75M |
|
6386
Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
$4.26M
| $2.09M | ﹤0.01% |
106,923
+52,059
| +95% | +$1.01M |
|
6387
Brighthouse Financial
BHF
$2.98B
| $2.09M | ﹤0.01% |
33,031
+24,030
| +267% | +$1.49M |
|
6388
Diodes
DIOD
$4.28B
| $2.09M | ﹤0.01% |
19,100
-2,346
| -11% | -$238K |
|
6389
PUT
PACS Group
PACS
$6.96B
| $2.09M | ﹤0.01% |
49,000
-65,500
| -57% | -$2.36M |
|
6390
CALL
Sturm, Ruger & Co
RGR
$613M
| $2.09M | ﹤0.01% |
55,200
+18,200
| +49% | +$732K |
|
6391
PUT
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.09B
| $2.09M | ﹤0.01% |
53,500
-11,200
| -17% | -$448K |
|
6392
PUT
Zai Lab
ZLAB
$2.94B
| $2.09M | ﹤0.01% |
109,800
+40,800
| +59% | +$806K |
|
|
OPRA
6393
PUT
Opera Ltd
OPRA
$1.73B
| $2.09M | ﹤0.01% |
105,200
-287,100
| -73% | -$5.07M |
|
6394
First Trust Consumer Staples AlphaDEX Fund
FXG
$236M
| $2.09M | ﹤0.01% |
33,299
+708
| +2% | +$44.4K |
|
6395
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$5.08B
| $2.09M | ﹤0.01% |
28,128
+11,078
| +65% | +$790K |
|
6396
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$334M
| $2.08M | ﹤0.01% |
13,470
-7,078
| -34% | -$1.04M |
|
6397
Movado Group
MOV
$777M
| $2.08M | ﹤0.01% |
+52,906
| New | +$1.65M |
|
6398
Paymentus
PAY
$4.95B
| $2.08M | ﹤0.01% |
86,038
-821,359
| -91% | -$20.2M |
|
6399
ActivePassive International Equity ETF
APIE
$1.17B
| $2.08M | ﹤0.01% |
53,615
+17,699
| +49% | +$669K |
|
|
ESPR
6400
DELISTED
Esperion Therapeutics
ESPR
| $2.08M | ﹤0.01% |
657,441
-193,064
| -23% | -$540K |
|
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.