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 | |
|---|---|---|---|---|---|---|
6551
Lloyds Banking Group
LYG
$87.8B
| $1.93M | ﹤0.01% |
331,881
+225,111
| +211% | +$1.22M |
|
6552
PUT
Sensata Technologies
ST
$6.11B
| $1.93M | ﹤0.01% |
40,500
+21,500
| +113% | +$972K |
|
6553
ACV Auctions
ACVA
$1.27B
| $1.93M | ﹤0.01% |
268,869
-503,526
| -65% | -$2.85M |
|
6554
Douglas Emmett
DEI
$2.02B
| $1.93M | ﹤0.01% |
163,776
+95,142
| +139% | +$1.07M |
|
6555
Glaukos
GKOS
$10.7B
| $1.93M | ﹤0.01% |
13,813
-21,259
| -61% | -$2.69M |
|
6556
Ingles Markets
IMKTA
$1.61B
| $1.93M | ﹤0.01% |
21,781
-28,449
| -57% | -$2.54M |
|
6557
CALL
Momentus
MNTS
$92.2M
| $1.93M | ﹤0.01% |
+287,100
| New | +$2.31M |
|
6558
PUT
LCI Industries
LCII
$2.5B
| $1.93M | ﹤0.01% |
18,200
+11,900
| +189% | +$1.31M |
|
|
DFTX
6559
Definium Therapeutics
DFTX
$6.03B
| $1.93M | ﹤0.01% |
40,954
-40,502
| -50% | -$1M |
|
6560
PUT
Absci
ABSI
$1.62B
| $1.92M | ﹤0.01% |
166,000
-32,900
| -17% | -$185K |
|
6561
PUT
Hallador Energy
HNRG
$768M
| $1.92M | ﹤0.01% |
110,600
-177,900
| -62% | -$3.06M |
|
6562
PUT
Manhattan Associates
MANH
$12.3B
| $1.92M | ﹤0.01% |
13,800
+2,600
| +23% | +$358K |
|
6563
International Bancshares
IBOC
$4.41B
| $1.92M | ﹤0.01% |
25,270
-31,571
| -56% | -$2.29M |
|
6564
Vanguard FTSE All-World ex-US ETF
VEU
$70.8B
| $1.92M | ﹤0.01% |
22,909
-176,980
| -89% | -$14.5M |
|
6565
PUT
Atlas Energy Solutions
AESI
$1.53B
| $1.92M | ﹤0.01% |
115,500
+84,400
| +271% | +$1.38M |
|
6566
PUT
Church & Dwight Co
CHD
$24.2B
| $1.92M | ﹤0.01% |
19,800
-13,200
| -40% | -$1.26M |
|
6567
FT Vest US Equity Buffer ETF April
FAPR
$1.3B
| $1.92M | ﹤0.01% |
+41,026
| New | +$1.89M |
|
6568
Clear Secure
YOU
$4.48B
| $1.92M | ﹤0.01% |
34,401
-29,064
| -46% | -$1.59M |
|
6569
Alkami Technology
ALKT
$2.15B
| $1.92M | ﹤0.01% |
105,790
+5,849
| +6% | +$96.6K |
|
6570
PUT
Teleflex
TFX
$5.84B
| $1.91M | ﹤0.01% |
15,100
-5,400
| -26% | -$691K |
|
6571
PUT
Arqit Quantum
ARQQ
$358M
| $1.91M | ﹤0.01% |
64,400
+14,900
| +30% | +$243K |
|
6572
PUT
Edgewise Therapeutics
EWTX
$4.91B
| $1.91M | ﹤0.01% |
47,100
-24,300
| -34% | -$838K |
|
6573
PUT
SEI Investments
SEIC
$13.3B
| $1.91M | ﹤0.01% |
21,800
-11,700
| -35% | -$1.02M |
|
|
KDEC
6574
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$73.5M
| $1.91M | ﹤0.01% |
67,364
+37,606
| +126% | +$1.03M |
|
6575
CALL
Tanger
SKT
$4.42B
| $1.91M | ﹤0.01% |
48,400
-700
| -1% | -$25.9K |
|
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.