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 | |
|---|---|---|---|---|---|---|
|
NBIE
7276
Neuberger International Core Equity ETF
NBIE
$250M
| $1.43M | ﹤0.01% |
+54,432
| New | +$1.4M |
|
|
BIOA
7277
PUT
BioAge Labs
BIOA
$431M
| $1.43M | ﹤0.01% |
58,400
-19,300
| -25% | -$349K |
|
7278
New York Times
NYT
$10.9B
| $1.43M | ﹤0.01% |
20,431
+17,934
| +718% | +$1.38M |
|
|
NKLR
7279
CALL
Terra Innovatum Global N.V.
NKLR
$627M
| $1.43M | ﹤0.01% |
290,400
-345,900
| -54% | -$1.96M |
|
7280
Rogers Corp
ROG
$2.19B
| $1.43M | ﹤0.01% |
8,717
-4,907
| -36% | -$675K |
|
7281
CALL
Fortis
FTS
$28.3B
| $1.43M | ﹤0.01% |
24,900
+7,000
| +39% | +$395K |
|
7282
PUT
AtaiBeckley Inc
ATAI
$2.74B
| $1.42M | ﹤0.01% |
270,300
+103,700
| +62% | +$437K |
|
7283
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$925M
| $1.42M | ﹤0.01% |
61,682
+27,809
| +82% | +$629K |
|
7284
PUT
MannKind Corp
MNKD
$1.31B
| $1.42M | ﹤0.01% |
334,200
-182,500
| -35% | -$593K |
|
7285
PUT
Simpson Manufacturing
SSD
$7.69B
| $1.42M | ﹤0.01% |
6,800
-3,900
| -36% | -$730K |
|
|
BIOA
7286
BioAge Labs
BIOA
$431M
| $1.42M | ﹤0.01% |
58,025
-2,064
| -3% | -$37.3K |
|
7287
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$262M
| $1.42M | ﹤0.01% |
21,680
-16,091
| -43% | -$1.03M |
|
7288
Avantis International Small Cap Equity ETF
AVDS
$346M
| $1.42M | ﹤0.01% |
18,885
-8,537
| -31% | -$657K |
|
7289
PUT
Stewart Information Services
STC
$2.13B
| $1.42M | ﹤0.01% |
+21,500
| New | +$1.43M |
|
7290
Lamar Advertising Co
LAMR
$15.5B
| $1.42M | ﹤0.01% |
+9,089
| New | +$1.31M |
|
|
JUNM
7291
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$67.3M
| $1.42M | ﹤0.01% |
40,388
+17,273
| +75% | +$602K |
|
7292
PUT
Radware
RDWR
$1.16B
| $1.42M | ﹤0.01% |
45,900
+8,300
| +22% | +$230K |
|
7293
Supernus Pharmaceuticals
SUPN
$2.62B
| $1.42M | ﹤0.01% |
30,449
-10,301
| -25% | -$495K |
|
|
OZEM
7294
Roundhill GLP-1 & Weight Loss ETF
OZEM
$65.3M
| $1.41M | ﹤0.01% |
43,472
+9,543
| +28% | +$298K |
|
7295
PUT
B&G Foods
BGS
$284M
| $1.41M | ﹤0.01% |
355,400
+91,800
| +35% | +$426K |
|
|
LFAW
7296
LifeX 2060 Longevity Income ETF
LFAW
$2.48M
| $1.41M | ﹤0.01% |
8,042
-371
| -4% | -$65K |
|
7297
CALL
Oppenheimer Holdings
OPY
$1.24B
| $1.41M | ﹤0.01% |
13,400
+10,900
| +436% | +$1.11M |
|
7298
First Trust Nasdaq Bank ETF
FTXO
$304M
| $1.41M | ﹤0.01% |
34,213
-44,198
| -56% | -$1.72M |
|
7299
Imperial Petroleum
IMPP
$239M
| $1.41M | ﹤0.01% |
306,654
-74,343
| -20% | -$361K |
|
7300
FT Vest US Equity Deep Buffer ETF December
DDEC
$438M
| $1.41M | ﹤0.01% |
29,787
+22,294
| +298% | +$1.04M |
|
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.