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 | |
|---|---|---|---|---|---|---|
|
MFA
6426
CALL
MFA Financial
MFA
$894M
| $2.05M | ﹤0.01% |
211,800
+42,000
| +25% | +$407K |
|
|
ASTX
6427
Tradr 2X Long ASTS Daily ETF
ASTX
$269M
| $2.05M | ﹤0.01% |
74,327
+6,405
| +9% | +$225K |
|
|
GEMI
6428
PUT
Gemini Space Station
GEMI
$604M
| $2.05M | ﹤0.01% |
481,200
-314,700
| -40% | -$1.48M |
|
6429
JetBlue
JBLU
$1.92B
| $2.05M | ﹤0.01% |
357,597
-270,325
| -43% | -$1.38M |
|
6430
CALL
Invesco CurrencyShares Japanese Yen Trust
FXY
$461M
| $2.05M | ﹤0.01% |
36,300
-3,400
| -9% | -$196K |
|
6431
CALL
Option Care Health
OPCH
$3.54B
| $2.05M | ﹤0.01% |
97,700
+8,800
| +10% | +$205K |
|
6432
CNX Resources
CNX
$5.33B
| $2.05M | ﹤0.01% |
60,379
-58,903
| -49% | -$2.12M |
|
6433
PUT
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
| $2.05M | ﹤0.01% |
22,800
-65,400
| -74% | -$5.02M |
|
6434
PUT
American Homes 4 Rent
AMH
$12.4B
| $2.05M | ﹤0.01% |
61,100
-1,000
| -2% | -$31.6K |
|
6435
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.96B
| $2.05M | ﹤0.01% |
+44,775
| New | +$2.05M |
|
6436
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
| $2.04M | ﹤0.01% |
5,522
-101,760
| -95% | -$36.4M |
|
6437
Vipshop
VIPS
$6.8B
| $2.04M | ﹤0.01% |
154,031
-32,422
| -17% | -$463K |
|
6438
CALL
BlueLinx
BXC
$656M
| $2.04M | ﹤0.01% |
33,000
-79,400
| -71% | -$4.29M |
|
6439
PUT
TransAlta
TAC
$3.87B
| $2.04M | ﹤0.01% |
147,600
-26,500
| -15% | -$350K |
|
6440
CALL
International General Insurance
IGIC
$1.15B
| $2.04M | ﹤0.01% |
78,000
+43,100
| +123% | +$1.1M |
|
|
MRLN
6441
Merlin Inc
MRLN
$339M
| $2.04M | ﹤0.01% |
+358,644
| New | +$3.03M |
|
|
ALMS
6442
PUT
Alumis Inc
ALMS
$3.1B
| $2.04M | ﹤0.01% |
72,500
-32,800
| -31% | -$763K |
|
6443
CALL
Agilysys
AGYS
$3.23B
| $2.04M | ﹤0.01% |
19,500
+6,600
| +51% | +$511K |
|
6444
PUT
Outfront Media
OUT
$5.4B
| $2.04M | ﹤0.01% |
62,200
+49,400
| +386% | +$1.53M |
|
|
IBDZ
6445
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$881M
| $2.04M | ﹤0.01% |
78,195
+18,111
| +30% | +$472K |
|
6446
Adaptive Alpha Opportunities ETF
AGOX
$383M
| $2.04M | ﹤0.01% |
+58,735
| New | +$1.93M |
|
6447
CALL
ARKO Corp
ARKO
$524M
| $2.04M | ﹤0.01% |
+253,500
| New | +$1.78M |
|
6448
Amplify Mobile Payments ETF
IPAY
$190M
| $2.04M | ﹤0.01% |
44,154
-16,594
| -27% | -$753K |
|
6449
Robert Half
RHI
$4.6B
| $2.04M | ﹤0.01% |
66,299
-373,473
| -85% | -$10.5M |
|
6450
PUT
Ardelyx
ARDX
$976M
| $2.03M | ﹤0.01% |
398,800
+150,000
| +60% | +$916K |
|
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.