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 | |
|---|---|---|---|---|---|---|
6676
J.M. Smucker
SJM
$13.5B
| $1.84M | ﹤0.01% |
16,386
-106,072
| -87% | -$10.8M |
|
6677
Five Below
FIVE
$14.5B
| $1.84M | ﹤0.01% |
10,251
-84,945
| -89% | -$18.3M |
|
6678
CALL
Intrepid Potash
IPI
$510M
| $1.84M | ﹤0.01% |
56,200
-5,000
| -8% | -$190K |
|
6679
Global X Gold Explorers ETF NEW
GOEX
$146M
| $1.84M | ﹤0.01% |
26,646
+5,965
| +29% | +$485K |
|
|
MUD
6680
Direxion Daily MU Bear 1X ETF
MUD
$34.1M
| $1.84M | ﹤0.01% |
187,906
+142,089
| +310% | +$2.97M |
|
6681
PUT
Allison Transmission
ALSN
$10.8B
| $1.84M | ﹤0.01% |
16,300
+2,500
| +18% | +$303K |
|
6682
Applied Industrial Technologies
AIT
$12.4B
| $1.84M | ﹤0.01% |
5,430
+3,963
| +270% | +$1.22M |
|
|
BSOL
6683
CALL
Bitwise Solana Staking ETF
BSOL
$782M
| $1.84M | ﹤0.01% |
183,400
+98,800
| +117% | +$1.08M |
|
6684
Surgery Partners
SGRY
$1.83B
| $1.84M | ﹤0.01% |
109,264
+61,960
| +131% | +$870K |
|
6685
CALL
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.85B
| $1.84M | ﹤0.01% |
+11,500
| New | +$1.67M |
|
6686
PUT
Mistras Group
MG
$608M
| $1.83M | ﹤0.01% |
105,000
+51,900
| +98% | +$924K |
|
6687
Consensus Cloud Solutions
CCSI
$709M
| $1.83M | ﹤0.01% |
48,079
-1,625
| -3% | -$48.7K |
|
6688
Innovator US Equity Ultra Buffer ETF March
UMAR
$195M
| $1.83M | ﹤0.01% |
43,397
+27,070
| +166% | +$1.13M |
|
6689
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.77B
| $1.83M | ﹤0.01% |
45,149
-915,857
| -95% | -$37.4M |
|
6690
ANI Pharmaceuticals
ANIP
$1.7B
| $1.83M | ﹤0.01% |
22,130
-31,984
| -59% | -$2.57M |
|
6691
PUT
Ternium
TX
$10.8B
| $1.83M | ﹤0.01% |
42,900
+19,300
| +82% | +$870K |
|
6692
CALL
International Seaways
INSW
$4.95B
| $1.83M | ﹤0.01% |
23,900
-13,600
| -36% | -$1.1M |
|
6693
AutoNation
AN
$6.45B
| $1.83M | ﹤0.01% |
9,847
+8,610
| +696% | +$1.68M |
|
|
SCHV
6694
Schwab US Large-Cap Value ETF
SCHV
$15.9B
| $1.83M | ﹤0.01% |
52,546
-13,966
| -21% | -$460K |
|
6695
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$30.6M
| $1.83M | ﹤0.01% |
77,028
+15,623
| +25% | +$376K |
|
6696
Contango Silver & Gold Inc
CTGO
$675M
| $1.83M | ﹤0.01% |
115,709
-17,634
| -13% | -$363K |
|
6697
PUT
Frequency Electronics
FEIM
$640M
| $1.82M | ﹤0.01% |
27,500
-21,100
| -43% | -$1.3M |
|
6698
CALL
Ameresco
AMRC
$1.11B
| $1.82M | ﹤0.01% |
66,100
-4,300
| -6% | -$124K |
|
|
HPP
6699
PUT
Hudson Pacific Properties
HPP
$798M
| $1.82M | ﹤0.01% |
120,100
-11,300
| -9% | -$124K |
|
6700
Duos Technologies
DUOT
$323M
| $1.82M | ﹤0.01% |
151,961
-178,943
| -54% | -$1.8M |
|
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.