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 | |
|---|---|---|---|---|---|---|
8176
PUT
Mueller Industries
MLI
$14B
| $1.01M | ﹤0.01% |
16,400
+12,600
| +332% | +$826K |
|
|
IREZ
8177
Tradr 2X Short IREN Daily ETF
IREZ
$8.45M
| $1.01M | ﹤0.01% |
41,431
+31,989
| +339% | +$1.04M |
|
8178
JPMorgan Core Plus Bond ETF
JCPB
$14.3B
| $1.01M | ﹤0.01% |
21,449
-249,547
| -92% | -$11.7M |
|
8179
CALL
Kadant
KAI
$3.7B
| $1.01M | ﹤0.01% |
3,200
+1,200
| +60% | +$374K |
|
8180
CALL
Tronox
TROX
$888M
| $1.01M | ﹤0.01% |
159,600
-677,700
| -81% | -$5.75M |
|
8181
PUT
VinFast Auto
VFS
$7.28B
| $1.01M | ﹤0.01% |
322,200
+60,900
| +23% | +$229K |
|
8182
PUT
Procept Biorobotics
PRCT
$1.24B
| $1M | ﹤0.01% |
44,500
-43,700
| -50% | -$1.09M |
|
8183
PUT
Weibo
WB
$1.73B
| $1M | ﹤0.01% |
138,400
-12,100
| -8% | -$98.8K |
|
8184
iShares International Developed Real Estate ETF
IFGL
$82.3M
| $1M | ﹤0.01% |
45,047
+4,547
| +11% | +$105K |
|
8185
PUT
Cullen/Frost Bankers
CFR
$10.2B
| $1M | ﹤0.01% |
6,500
-19,800
| -75% | -$2.81M |
|
|
KCAI
8186
KraneShares China Alpha Index ETF
KCAI
$3.31M
| $1M | ﹤0.01% |
31,705
+635
| +2% | +$20.6K |
|
8187
Hims & Hers Health
HIMS
$7.88B
| $1M | ﹤0.01% |
28,950
-1,605,791
| -98% | -$43.1M |
|
|
ABTC
8188
American Bitcoin Corp
ABTC
$577M
| $1M | ﹤0.01% |
98,214
+46,699
| +91% | +$715K |
|
8189
Avantis US Mid Cap Equity ETF
AVMC
$495M
| $1M | ﹤0.01% |
12,494
+2,289
| +22% | +$177K |
|
8190
Oceaneering
OII
$5.28B
| $1M | ﹤0.01% |
24,742
-47,393
| -66% | -$1.79M |
|
|
CSW
8191
PUT
CSW Industrials
CSW
$5.38B
| $1M | ﹤0.01% |
3,600
-300
| -8% | -$83.2K |
|
8192
Calix
CALX
$2.53B
| $1M | ﹤0.01% |
26,840
+5,689
| +27% | +$239K |
|
8193
ATS Corp
ATS
$1.94B
| $1M | ﹤0.01% |
+34,791
| New | +$1.07M |
|
|
FHDG
8194
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$70.4M
| $1M | ﹤0.01% |
27,620
-4,854
| -15% | -$173K |
|
8195
BlackRock Total Return ETF
BRTR
$747M
| $1M | ﹤0.01% |
19,885
-533,033
| -96% | -$26.8M |
|
8196
PUT
Cerence
CRNC
$365M
| $1M | ﹤0.01% |
88,400
-75,500
| -46% | -$740K |
|
8197
PUT
Globe Life
GL
$13.1B
| $1M | ﹤0.01% |
5,600
-10,100
| -64% | -$1.58M |
|
8198
CALL
Quince Therapeutics
QNCX
$34.5M
| $1M | ﹤0.01% |
55,000
+51,937
| +1,696% | +$1.19M |
|
|
UXAP
8199
FT Vest U.S. Equity Uncapped Accelerator ETF - April
UXAP
$11M
| $1,000K | ﹤0.01% |
23,269
-797
| -3% | -$33.1K |
|
8200
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$97.7M
| $1,000K | ﹤0.01% |
10,692
+3,688
| +53% | +$347K |
|
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.