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 | |
|---|---|---|---|---|---|---|
7951
PUT
Entravision Communication
EVC
$745M
| $1.1M | ﹤0.01% |
84,500
+55,600
| +192% | +$394K |
|
7952
PUT
Sixth Street Specialty
TSLX
$1.79B
| $1.1M | ﹤0.01% |
64,100
+43,000
| +204% | +$767K |
|
7953
CALL
Tecnoglass Holdings
TGLS
$1.82B
| $1.1M | ﹤0.01% |
23,500
+6,500
| +38% | +$281K |
|
7954
PUT
Regenxbio
RGNX
$708M
| $1.1M | ﹤0.01% |
91,700
-40,300
| -31% | -$334K |
|
|
OGC
7955
OceanaGold Corp
OGC
$6.9B
| $1.1M | ﹤0.01% |
+43,802
| New | +$1.31M |
|
7956
RLJ Lodging Trust
RLJ
$1.75B
| $1.1M | ﹤0.01% |
92,677
-59,066
| -39% | -$553K |
|
|
VBCJ
7957
Vanguard Target Maturity 2036 Corporate Bond ETF
VBCJ
$11.8M
| $1.1M | ﹤0.01% |
14,513
-25,939
| -64% | -$1.96M |
|
7958
PUT
Dime Commercial Bancshares
DCOM
$1.79B
| $1.1M | ﹤0.01% |
27,000
+3,200
| +13% | +$119K |
|
7959
Strive 1000 Growth ETF
STXG
$151M
| $1.1M | ﹤0.01% |
19,859
+4,067
| +26% | +$217K |
|
7960
CALL
Franklin FTSE South Korea ETF
FLKR
$1.56B
| $1.1M | ﹤0.01% |
+16,600
| New | +$949K |
|
7961
JPMorgan Short Duration Core Plus ETF
JSCP
$1.77B
| $1.1M | ﹤0.01% |
23,266
-5,586
| -19% | -$263K |
|
7962
CALL
Banco Bradesco
BBD
$33.9B
| $1.1M | ﹤0.01% |
316,100
-221,300
| -41% | -$810K |
|
7963
ICU Medical
ICUI
$4.57B
| $1.1M | ﹤0.01% |
7,481
-4,075
| -35% | -$531K |
|
|
BLDP
7964
Ballard Power Systems
BLDP
$724M
| $1.1M | ﹤0.01% |
281,813
+245,010
| +666% | +$998K |
|
|
MEME
7965
Roundhill Meme Stock ETF
MEME
$15.3M
| $1.1M | ﹤0.01% |
113,800
+86,167
| +312% | +$804K |
|
7966
Innovator International Developed Power Buffer ETF April
IAPR
$202M
| $1.1M | ﹤0.01% |
32,991
+19,187
| +139% | +$629K |
|
7967
The Bancorp
TBBK
$2.74B
| $1.1M | ﹤0.01% |
17,490
-46,055
| -72% | -$2.64M |
|
7968
CALL
Merit Medical Systems
MMSI
$5.42B
| $1.1M | ﹤0.01% |
+15,800
| New | +$1.04M |
|
|
BCFN
7969
Baron Financials ETF
BCFN
$49.4M
| $1.1M | ﹤0.01% |
51,595
+28,751
| +126% | +$613K |
|
|
MNTN
7970
PUT
MNTN Inc
MNTN
$965M
| $1.09M | ﹤0.01% |
119,000
+54,000
| +83% | +$492K |
|
|
SPIN
7971
State Street US Equity Premium Income ETF
SPIN
$48M
| $1.09M | ﹤0.01% |
34,013
+3,246
| +11% | +$103K |
|
7972
ARK Genomic Revolution ETF
ARKG
$1.94B
| $1.09M | ﹤0.01% |
26,018
-26,816
| -51% | -$854K |
|
7973
Bank First Corp
BFC
$1.69B
| $1.09M | ﹤0.01% |
7,376
-11,754
| -61% | -$1.68M |
|
7974
M-tron Industries
MPTI
$352M
| $1.09M | ﹤0.01% |
11,028
-878
| -7% | -$69.8K |
|
|
WTLS
7975
WisdomTree Efficient Long/Short U.S. Equity Fund
WTLS
$12.3M
| $1.09M | ﹤0.01% |
18,287
-14,997
| -45% | -$852K |
|
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.