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 | |
|---|---|---|---|---|---|---|
7476
Assurant
AIZ
$14.2B
| $1.33M | ﹤0.01% |
4,940
-1,596
| -24% | -$389K |
|
7477
CALL
Diebold Nixdorf
DBD
$2.34B
| $1.33M | ﹤0.01% |
15,600
+5,900
| +61% | +$474K |
|
7478
Humacyte
HUMA
$184M
| $1.33M | ﹤0.01% |
1,699,243
+641,195
| +61% | +$594K |
|
7479
CALL
UFP Technologies
UFPT
$2.37B
| $1.33M | ﹤0.01% |
5,000
+3,800
| +317% | +$826K |
|
7480
CALL
Harmonic Inc
HLIT
$1.31B
| $1.32M | ﹤0.01% |
+81,100
| New | +$1.03M |
|
|
SOFX
7481
CALL
Defiance Daily Target 2X Long SOFI ETF
SOFX
$67.3M
| $1.32M | ﹤0.01% |
128,800
+84,400
| +190% | +$836K |
|
7482
PUT
Unifirst Corp
UNF
$5.28B
| $1.32M | ﹤0.01% |
5,000
-17,800
| -78% | -$4.65M |
|
7483
CALL
Central Garden & Pet Co
CENT
$2.77B
| $1.32M | ﹤0.01% |
29,800
-4,900
| -14% | -$192K |
|
7484
CALL
VanEck Biotech ETF
BBH
$468M
| $1.32M | ﹤0.01% |
6,500
-1,600
| -20% | -$301K |
|
7485
PUT
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.67B
| $1.32M | ﹤0.01% |
13,700
+4,000
| +41% | +$385K |
|
7486
PUT
Woodside Energy
WDS
$45.3B
| $1.32M | ﹤0.01% |
68,300
-13,100
| -16% | -$292K |
|
7487
PUT
Grupo Aeroportuario del Sureste
ASR
$7.82B
| $1.32M | ﹤0.01% |
4,300
+2,200
| +105% | +$684K |
|
7488
iShares ESG Aware MSCI USA Value ETF
EVUS
$384M
| $1.32M | ﹤0.01% |
37,547
+2,670
| +8% | +$91.6K |
|
7489
PUT
Acadia Pharmaceuticals
ACAD
$5.11B
| $1.32M | ﹤0.01% |
52,100
+3,900
| +8% | +$85.8K |
|
7490
FT Vest US Equity Deep Buffer ETF August
DAUG
$379M
| $1.32M | ﹤0.01% |
28,133
-8,456
| -23% | -$389K |
|
|
MDA
7491
MDA Space Ltd
MDA
$4.81B
| $1.32M | ﹤0.01% |
+31,910
| New | +$1.16M |
|
7492
Crinetics Pharmaceuticals
CRNX
$8.99B
| $1.32M | ﹤0.01% |
35,192
-11,061
| -24% | -$411K |
|
7493
Global Net Lease
GNL
$2.13B
| $1.32M | ﹤0.01% |
147,218
+34,980
| +31% | +$327K |
|
7494
CALL
Wheels Up
UP
$184M
| $1.32M | ﹤0.01% |
146,700
+124,875
| +572% | +$955K |
|
7495
PUT
Contango Silver & Gold Inc
CTGO
$675M
| $1.32M | ﹤0.01% |
83,300
+56,400
| +210% | +$1.16M |
|
|
FEBM
7496
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$48.2M
| $1.32M | ﹤0.01% |
42,130
+25,982
| +161% | +$805K |
|
7497
PUT
Federal Agricultural Mortgage
AGM
$2.38B
| $1.32M | ﹤0.01% |
6,600
-4,200
| -39% | -$736K |
|
7498
PUT
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$260M
| $1.31M | ﹤0.01% |
42,800
+10,100
| +31% | +$370K |
|
7499
PUT
Green Plains
GPRE
$1.05B
| $1.31M | ﹤0.01% |
85,400
-21,900
| -20% | -$348K |
|
7500
PUT
Arteris
AIP
$1.11B
| $1.31M | ﹤0.01% |
+27,000
| New | +$864K |
|
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.