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 | |
|---|---|---|---|---|---|---|
|
PTIR
7326
GraniteShares 2x Long PLTR Daily ETF
PTIR
$347M
| $1.4M | ﹤0.01% |
149,005
+77,049
| +107% | +$1.05M |
|
7327
Immunic
IMUX
$225M
| $1.4M | ﹤0.01% |
90,890
-11,936
| -12% | -$147K |
|
7328
Absci
ABSI
$1.52B
| $1.4M | ﹤0.01% |
120,437
-527,441
| -81% | -$2.97M |
|
7329
Toro Company
TTC
$9.47B
| $1.4M | ﹤0.01% |
14,327
+10,047
| +235% | +$934K |
|
7330
PUT
Smith & Wesson
SWBI
$612M
| $1.4M | ﹤0.01% |
92,800
-12,100
| -12% | -$182K |
|
7331
PUT
Shattuck Labs
STTK
$793M
| $1.4M | ﹤0.01% |
+201,100
| New | +$1.25M |
|
7332
CALL
CytomX Therapeutics
CTMX
$717M
| $1.4M | ﹤0.01% |
372,000
+69,500
| +23% | +$265K |
|
7333
CALL
V2X
VVX
$2.43B
| $1.39M | ﹤0.01% |
18,700
+6,900
| +58% | +$513K |
|
7334
Ooma
OOMA
$584M
| $1.39M | ﹤0.01% |
72,537
+60,163
| +486% | +$1.03M |
|
7335
ActivePassive Core Bond ETF
APCB
$1.01B
| $1.39M | ﹤0.01% |
47,356
+30,350
| +178% | +$892K |
|
|
MOMO
7336
PUT
Hello Group
MOMO
$841M
| $1.39M | ﹤0.01% |
240,200
-7,300
| -3% | -$43.6K |
|
7337
CALL
Primerica
PRI
$9.23B
| $1.39M | ﹤0.01% |
4,900
+3,600
| +277% | +$985K |
|
7338
HUB Group
HUBG
$2.46B
| $1.39M | ﹤0.01% |
31,799
-10,626
| -25% | -$446K |
|
7339
CALL
State Street SPDR S&P Pharmaceuticals ETF
XPH
$563M
| $1.39M | ﹤0.01% |
21,000
-18,800
| -47% | -$1.1M |
|
|
DEA
7340
PUT
Easterly Government Properties
DEA
$1.18B
| $1.39M | ﹤0.01% |
55,800
-17,200
| -24% | -$403K |
|
7341
Thomson Reuters
TRI
$47.1B
| $1.39M | ﹤0.01% |
17,026
-43,939
| -72% | -$3.84M |
|
7342
Global X Clean Water ETF
AQWA
$22.4M
| $1.39M | ﹤0.01% |
71,038
-18,928
| -21% | -$362K |
|
7343
PUT
Dyne Therapeutics
DYN
$4.85B
| $1.39M | ﹤0.01% |
62,600
-49,300
| -44% | -$917K |
|
|
SOFX
7344
PUT
Defiance Daily Target 2X Long SOFI ETF
SOFX
$67.3M
| $1.39M | ﹤0.01% |
135,200
+17,900
| +15% | +$177K |
|
7345
CALL
Adecoagro
AGRO
$1.62B
| $1.39M | ﹤0.01% |
145,500
+69,800
| +92% | +$879K |
|
7346
CALL
Amplitude
AMPL
$1.64B
| $1.39M | ﹤0.01% |
181,500
+97,100
| +115% | +$670K |
|
7347
Impinj
PI
$4.92B
| $1.39M | ﹤0.01% |
9,694
-85,849
| -90% | -$11.2M |
|
7348
Kyverna Therapeutics
KYTX
$510M
| $1.39M | ﹤0.01% |
155,800
-421,800
| -73% | -$3.74M |
|
|
JPFP
7349
JPMorgan Managed Futures Plus ETF
JPFP
$34.2M
| $1.39M | ﹤0.01% |
+28,254
| New | +$1.4M |
|
7350
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
$56.2M
| $1.39M | ﹤0.01% |
+85,085
| New | +$1.45M |
|
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.