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 | |
|---|---|---|---|---|---|---|
701
CALL
Strive Inc
ASST
$1.66B
| $158M | 0.01% |
14,458,400
-12,151,500
| -46% | -$180M |
|
702
Pfizer
PFE
$160B
| $158M | 0.01% |
6,547,246
+5,361,211
| +452% | +$140M |
|
703
CALL
Bitdeer Technologies
BTDR
$3.02B
| $157M | 0.01% |
9,915,500
+8,542,600
| +622% | +$123M |
|
704
PUT
Medtronic
MDT
$120B
| $157M | 0.01% |
2,008,200
+1,232,900
| +159% | +$99.5M |
|
705
Sterling Infrastructure
STRL
$15.2B
| $156M | 0.01% |
185,968
+149,330
| +408% | +$105M |
|
706
PUT
Agnico Eagle Mines
AEM
$110B
| $156M | 0.01% |
1,004,400
-83,100
| -8% | -$15.4M |
|
707
CALL
AT&T
T
$175B
| $155M | 0.01% |
7,502,900
-2,565,700
| -25% | -$63.7M |
|
|
708
PUT
AT&T
T
$175B
| $155M | 0.01% |
7,501,600
-682,400
| -8% | -$16.9M |
|
709
PUT
State Street SPDR S&P Bank ETF
KBE
$1.71B
| $155M | 0.01% |
2,272,300
-803,500
| -26% | -$51.5M |
|
710
CALL
Atlassian
TEAM
$43.6B
| $155M | 0.01% |
1,991,900
+566,800
| +40% | +$46.4M |
|
711
Hewlett Packard
HPE
$68.3B
| $155M | 0.01% |
3,429,555
+2,560,096
| +294% | +$92.5M |
|
712
PUT
Core Scientific
CORZ
$5.57B
| $154M | 0.01% |
6,032,000
-5,396,700
| -47% | -$127M |
|
713
CALL
GraniteShares 2x Long AMD Daily ETF
AMDL
$847M
| $154M | 0.01% |
1,861,900
+438,400
| +31% | +$20.8M |
|
|
HUT
714
PUT
Hut 8
HUT
$9.65B
| $154M | 0.01% |
1,329,600
-645,200
| -33% | -$62.5M |
|
715
PUT
Dollar General
DG
$27.4B
| $153M | 0.01% |
1,333,500
+134,000
| +11% | +$15.2M |
|
716
PUT
Estee Lauder
EL
$37.2B
| $153M | 0.01% |
1,938,300
+139,800
| +8% | +$11.3M |
|
717
PUT
Danaher
DHR
$153B
| $153M | 0.01% |
801,500
+112,000
| +16% | +$20.3M |
|
718
CALL
American Airlines Group
AAL
$9.08B
| $152M | 0.01% |
8,437,900
-3,298,700
| -28% | -$44.1M |
|
719
PUT
Vanguard Information Technology ETF
VGT
$142B
| $152M | 0.01% |
1,268,700
+66,300
| +6% | +$7.26M |
|
720
PUT
Cipher Digital
CIFR
$6.28B
| $152M | 0.01% |
6,188,500
-596,700
| -9% | -$12.6M |
|
721
CALL
HCA Healthcare
HCA
$94.3B
| $151M | 0.01% |
388,500
-2,000
| -0.5% | -$846K |
|
722
CALL
EOG Resources
EOG
$80B
| $151M | 0.01% |
1,167,300
-196,800
| -14% | -$26.8M |
|
723
Intuit
INTU
$101B
| $151M | 0.01% |
580,000
+440,232
| +315% | +$153M |
|
|
ABVX
724
PUT
Abivax
ABVX
$9.95B
| $151M | 0.01% |
1,135,200
+757,600
| +201% | +$85.7M |
|
725
PUT
Roku
ROKU
$23.5B
| $151M | 0.01% |
1,094,100
+16,600
| +2% | +$2.02M |
|
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.