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 | |
|---|---|---|---|---|---|---|
8401
PUT
Valens Semiconductor
VLN
$189M
| $920K | ﹤0.01% |
407,200
+366,400
| +898% | +$822K |
|
8402
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.83B
| $920K | ﹤0.01% |
13,424
+8,853
| +194% | +$588K |
|
8403
Federal Signal
FSS
$7.37B
| $919K | ﹤0.01% |
7,156
-15,009
| -68% | -$1.72M |
|
|
ECO
8404
Okeanis Eco Tankers
ECO
$2.54B
| $919K | ﹤0.01% |
+18,342
| New | +$957K |
|
|
EART
8405
Global X Rare Earth & Critical Materials ETF
EART
$45.1M
| $918K | ﹤0.01% |
31,622
+1,529
| +5% | +$48.7K |
|
8406
Brookfield Infrastructure
BIPC
$4.8B
| $917K | ﹤0.01% |
23,831
-25,843
| -52% | -$1.04M |
|
8407
CALL
LifeMD
LFMD
$152M
| $916K | ﹤0.01% |
221,900
+189,100
| +577% | +$834K |
|
8408
Davis Select Worldwide ETF
DWLD
$607M
| $915K | ﹤0.01% |
19,787
+11,094
| +128% | +$518K |
|
8409
Intapp
INTA
$3.16B
| $915K | ﹤0.01% |
36,283
+12,346
| +52% | +$281K |
|
|
SOLZ
8410
PUT
Solana ETF
SOLZ
$114M
| $914K | ﹤0.01% |
123,900
+108,600
| +710% | +$882K |
|
8411
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$285M
| $914K | ﹤0.01% |
17,136
+6,259
| +58% | +$314K |
|
8412
DoubleLine Mortgage ETF
DMBS
$705M
| $914K | ﹤0.01% |
18,618
+9,353
| +101% | +$459K |
|
8413
CALL
Burford Capital
BUR
$946M
| $914K | ﹤0.01% |
222,900
-22,900
| -9% | -$105K |
|
|
KWIN
8414
KraneShares Wahed Alternative Income Index ETF
KWIN
$61.9M
| $914K | ﹤0.01% |
35,750
+25,769
| +258% | +$658K |
|
8415
Scansource
SCSC
$1.09B
| $914K | ﹤0.01% |
17,539
+9,515
| +119% | +$417K |
|
8416
CALL
Melco Resorts & Entertainment
MLCO
$2.08B
| $913K | ﹤0.01% |
173,300
+97,000
| +127% | +$542K |
|
8417
CALL
Vital Farms
VITL
$480M
| $913K | ﹤0.01% |
78,500
+51,300
| +189% | +$572K |
|
|
RGTX
8418
PUT
Defiance Daily Target 2X Long RGTI ETF
RGTX
$49.4M
| $912K | ﹤0.01% |
49,300
+30,300
| +159% | +$707K |
|
|
PPLI
8419
People Inc
PPLI
$2.88B
| $912K | ﹤0.01% |
19,753
-96,077
| -83% | -$4.1M |
|
|
AMDW
8420
Roundhill AMD WeeklyPay ETF
AMDW
$117M
| $911K | ﹤0.01% |
+7,936
| New | +$671K |
|
8421
PUT
MakeMyTrip
MMYT
$5.68B
| $911K | ﹤0.01% |
17,100
-85,900
| -83% | -$3.91M |
|
8422
PUT
Viridian Therapeutics
VRDN
$2.73B
| $911K | ﹤0.01% |
49,600
-183,700
| -79% | -$2.96M |
|
8423
CALL
Aspen Aerogels
ASPN
$418M
| $911K | ﹤0.01% |
143,700
+13,500
| +10% | +$66.2K |
|
8424
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$78.6M
| $911K | ﹤0.01% |
14,054
+835
| +6% | +$53.3K |
|
8425
Verastem
VSTM
$624M
| $911K | ﹤0.01% |
238,429
+146,669
| +160% | +$710K |
|
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.