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 | |
|---|---|---|---|---|---|---|
|
IONL
7926
CALL
GraniteShares 2x Long IONQ Daily ETF
IONL
$86.2M
| $1.11M | ﹤0.01% |
41,100
+29,800
| +264% | +$868K |
|
7927
CG Oncology
CGON
$7.07B
| $1.11M | ﹤0.01% |
15,653
-10,150
| -39% | -$663K |
|
|
VISN
7928
PUT
Vistance Networks Inc
VISN
$2.59B
| $1.11M | ﹤0.01% |
87,000
+13,000
| +18% | +$183K |
|
7929
Zurn Elkay Water Solutions
ZWS
$8.13B
| $1.11M | ﹤0.01% |
21,992
-54,065
| -71% | -$2.64M |
|
7930
Ingevity
NGVT
$2.42B
| $1.11M | ﹤0.01% |
14,879
-42,731
| -74% | -$3.08M |
|
7931
iShares Environmentally Aware Real Estate ETF
ERET
$14.1M
| $1.11M | ﹤0.01% |
+38,422
| New | +$1.11M |
|
7932
PUT
iShares Core S&P Mid-Cap ETF
IJH
$126B
| $1.11M | ﹤0.01% |
14,400
-7,400
| -34% | -$543K |
|
|
MFSV
7933
MFS Active Value ETF
MFSV
$570M
| $1.11M | ﹤0.01% |
38,817
+16,553
| +74% | +$459K |
|
7934
Xeris Biopharma Holdings
XERS
$1.59B
| $1.11M | ﹤0.01% |
139,918
-146,153
| -51% | -$933K |
|
7935
PUT
Vanguard Extended Market ETF
VXF
$31.7B
| $1.11M | ﹤0.01% |
4,500
-800
| -15% | -$183K |
|
7936
ETRACS Alerian MLP Index ETN Series B due July 18 2042
AMUB
$61.2M
| $1.11M | ﹤0.01% |
+51,161
| New | +$1.13M |
|
7937
PUT
W.R. Berkley
WRB
$25.5B
| $1.11M | ﹤0.01% |
15,700
-11,500
| -42% | -$771K |
|
7938
CALL
Workiva
WK
$4.07B
| $1.11M | ﹤0.01% |
22,800
-31,900
| -58% | -$1.64M |
|
7939
CALL
Reinsurance Group of America
RGA
$15.9B
| $1.11M | ﹤0.01% |
5,200
+1,600
| +44% | +$334K |
|
7940
WSFS Financial
WSFS
$4.08B
| $1.11M | ﹤0.01% |
14,410
-29,317
| -67% | -$2.1M |
|
7941
Marcus Corp
MCS
$912M
| $1.1M | ﹤0.01% |
47,094
+30,457
| +183% | +$599K |
|
7942
PUT
HCI Group
HCI
$2.27B
| $1.1M | ﹤0.01% |
6,300
-2,000
| -24% | -$315K |
|
7943
Franklin Wireless
FKWL
$29.5M
| $1.1M | ﹤0.01% |
434,667
+417,399
| +2,417% | +$1.34M |
|
7944
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.62M
| $1.1M | ﹤0.01% |
20,924
+3,409
| +19% | +$182K |
|
7945
PUT
Vanguard Communication Services ETF
VOX
$5.8B
| $1.1M | ﹤0.01% |
6,000
+4,000
| +200% | +$767K |
|
7946
PUT
Haemonetics
HAE
$4.95B
| $1.1M | ﹤0.01% |
14,700
-4,000
| -21% | -$257K |
|
7947
PUT
Azenta
AZTA
$1.64B
| $1.1M | ﹤0.01% |
+43,200
| New | +$968K |
|
7948
PUT
Henry Schein
HSIC
$9.86B
| $1.1M | ﹤0.01% |
13,200
-10,400
| -44% | -$795K |
|
7949
ProShares Short QQQ
PSQ
$600M
| $1.1M | ﹤0.01% |
43,979
-70,335
| -62% | -$1.91M |
|
7950
Crexendo
CXDO
$212M
| $1.1M | ﹤0.01% |
147,533
+112,979
| +327% | +$883K |
|
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.