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 | |
|---|---|---|---|---|---|---|
8151
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$297M
| $1.02M | ﹤0.01% |
12,159
-8,254
| -40% | -$610K |
|
8152
US Foods
USFD
$23.7B
| $1.02M | ﹤0.01% |
9,956
-66,349
| -87% | -$5.92M |
|
8153
CALL
Vir Biotechnology
VIR
$1.65B
| $1.02M | ﹤0.01% |
99,900
+7,900
| +9% | +$75.2K |
|
8154
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.69B
| $1.02M | ﹤0.01% |
6,958
+3,458
| +99% | +$478K |
|
8155
BrightSpring Health Services Unit
BTSGU
$1.55B
| $1.02M | ﹤0.01% |
4,445
-378
| -8% | -$69.4K |
|
8156
PUT
Forward Air
FWRD
$612M
| $1.02M | ﹤0.01% |
75,300
-33,700
| -31% | -$502K |
|
|
WCC
8157
WESCO International
WCC
$17B
| $1.02M | ﹤0.01% |
2,941
-5,833
| -66% | -$1.98M |
|
8158
CALL
inTEST
INTT
$150M
| $1.02M | ﹤0.01% |
55,900
-35,200
| -39% | -$596K |
|
8159
Forafric Global
AFRI
$301M
| $1.02M | ﹤0.01% |
100,729
+85,009
| +541% | +$847K |
|
8160
PUT
Rogers Corp
ROG
$2.26B
| $1.02M | ﹤0.01% |
+6,200
| New | +$852K |
|
8161
CALL
OneSpan
OSPN
$580M
| $1.01M | ﹤0.01% |
+70,700
| New | +$893K |
|
|
BTGO
8162
BitGo Holdings
BTGO
$804M
| $1.01M | ﹤0.01% |
195,797
+134,418
| +219% | +$1.1M |
|
8163
Innovator Growth-100 Power Buffer ETF October
NOCT
$228M
| $1.01M | ﹤0.01% |
+16,219
| New | +$988K |
|
8164
PUT
SandRidge Energy
SD
$532M
| $1.01M | ﹤0.01% |
74,000
+28,700
| +63% | +$428K |
|
8165
loanDepot
LDI
$302M
| $1.01M | ﹤0.01% |
810,287
-133,645
| -14% | -$180K |
|
8166
CALL
iShares US Healthcare Providers ETF
IHF
$1.24B
| $1.01M | ﹤0.01% |
+18,300
| New | +$905K |
|
8167
Armstrong World Industries
AWI
$7.55B
| $1.01M | ﹤0.01% |
+6,311
| New | +$1.03M |
|
8168
Dorian LPG
LPG
$2.19B
| $1.01M | ﹤0.01% |
29,085
-13,968
| -32% | -$550K |
|
8169
PUT
Insight Enterprises
NSIT
$4.33B
| $1.01M | ﹤0.01% |
8,300
+3,800
| +84% | +$347K |
|
8170
Liberty Latin America Class C
LILAK
$1.64B
| $1.01M | ﹤0.01% |
129,750
+50,365
| +63% | +$365K |
|
|
POEL
8171
PUT
Defiance Daily Target 2X Long POET ETF
POEL
$17.7M
| $1.01M | ﹤0.01% |
+48,100
| New | +$2.05M |
|
8172
Sunoco
SUN
$14.3B
| $1.01M | ﹤0.01% |
14,968
-54,636
| -78% | -$3.63M |
|
|
GLIBK
8173
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.02B
| $1.01M | ﹤0.01% |
46,861
-44,918
| -49% | -$1.26M |
|
8174
Invesco RAFI Strategic US ETF
IUS
$967M
| $1.01M | ﹤0.01% |
15,401
+2,341
| +18% | +$149K |
|
8175
Badger Meter
BMI
$3.82B
| $1.01M | ﹤0.01% |
6,798
-8,616
| -56% | -$1.13M |
|
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.