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 | |
|---|---|---|---|---|---|---|
8251
CALL
Chefs' Warehouse
CHEF
$4.51B
| $980K | ﹤0.01% |
10,200
+6,800
| +200% | +$526K |
|
8252
CALL
Highwoods Properties
HIW
$3.46B
| $980K | ﹤0.01% |
32,500
+22,900
| +239% | +$593K |
|
8253
PUT
Eledon Pharmaceuticals
ELDN
$280M
| $978K | ﹤0.01% |
+248,300
| New | +$903K |
|
|
RMIF
8254
DELISTED
LHA Risk-Managed Income ETF
RMIF
| $978K | ﹤0.01% |
40,462
+3,630
| +10% | +$88K |
|
8255
Theravance Biopharma
TBPH
$883M
| $978K | ﹤0.01% |
57,524
-284,055
| -83% | -$4.7M |
|
8256
CALL
Brookfield Infrastructure
BIPC
$4.86B
| $978K | ﹤0.01% |
25,400
+13,600
| +115% | +$549K |
|
8257
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$254M
| $977K | ﹤0.01% |
33,918
-8,103
| -19% | -$235K |
|
8258
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
| $977K | ﹤0.01% |
83,183
-2,453
| -3% | -$28.2K |
|
8259
PUT
ArriVent BioPharma
AVBP
$1.44B
| $976K | ﹤0.01% |
28,100
-700
| -2% | -$20.7K |
|
8260
Simplify Health Care ETF
PINK
$389M
| $976K | ﹤0.01% |
24,930
-16,192
| -39% | -$587K |
|
8261
PUT
Mach Natural Resources
MNR
$2.12B
| $976K | ﹤0.01% |
77,200
-68,100
| -47% | -$909K |
|
8262
TETRA Technologies
TTI
$1.06B
| $975K | ﹤0.01% |
86,098
+19,956
| +30% | +$196K |
|
8263
CALL
Global X SuperDividend ETF
SDIV
$1.23B
| $975K | ﹤0.01% |
39,900
-8,300
| -17% | -$210K |
|
8264
Hertz
HTZ
$802M
| $975K | ﹤0.01% |
430,444
-61,776
| -13% | -$337K |
|
8265
New England Realty Associates
NEN
$192M
| $975K | ﹤0.01% |
16,609
-923
| -5% | -$54.7K |
|
8266
Utz Brands
UTZ
$1.24B
| $975K | ﹤0.01% |
126,595
-46,138
| -27% | -$344K |
|
|
GENZ
8267
VanEck Digital Native Economy ETF
GENZ
$18.2M
| $974K | ﹤0.01% |
26,263
+6,833
| +35% | +$245K |
|
8268
Gogo Inc
GOGO
$363M
| $974K | ﹤0.01% |
314,223
+146,013
| +87% | +$595K |
|
8269
ProShares UltraPro S&P 500
UPRO
$5.5B
| $973K | ﹤0.01% |
6,863
-16,442
| -71% | -$2.18M |
|
8270
CALL
NCR Voyix
VYX
$1.09B
| $973K | ﹤0.01% |
119,100
+85,500
| +254% | +$602K |
|
|
ZENA
8271
ZenaTech Inc
ZENA
$180M
| $973K | ﹤0.01% |
648,580
+219,079
| +51% | +$393K |
|
8272
CALL
Arbe Robotics
ARBE
$91.1M
| $973K | ﹤0.01% |
1,172,100
+597,300
| +104% | +$516K |
|
8273
Clover Health Investments
CLOV
$2.2B
| $972K | ﹤0.01% |
185,450
-713,107
| -79% | -$2.42M |
|
|
URAA
8274
Direxion Daily Uranium Industry Bull 2X ETF
URAA
$38.1M
| $971K | ﹤0.01% |
38,377
-6,609
| -15% | -$236K |
|
8275
Apyx Medical
APYX
$131M
| $971K | ﹤0.01% |
216,263
-51,298
| -19% | -$203K |
|
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.