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 | |
|---|---|---|---|---|---|---|
|
ALH
9076
Alliance Laundry Holdings
ALH
$4.67B
| $707K | ﹤0.01% |
26,648
-61,167
| -70% | -$1.53M |
|
|
CNQQ
9077
Rayliant-ChinaAMC Transformative China Tech ETF
CNQQ
$48.1M
| $707K | ﹤0.01% |
+26,398
| New | +$650K |
|
|
MAZE
9078
Maze Therapeutics
MAZE
$1.63B
| $707K | ﹤0.01% |
23,677
-1,624
| -6% | -$42.6K |
|
9079
PUT
Arcus Biosciences
RCUS
$3.86B
| $706K | ﹤0.01% |
22,900
+7,900
| +53% | +$195K |
|
9080
Burford Capital
BUR
$946M
| $706K | ﹤0.01% |
172,193
-311,514
| -64% | -$1.42M |
|
9081
Krystal Biotech
KRYS
$10.3B
| $706K | ﹤0.01% |
1,899
-7,143
| -79% | -$2.13M |
|
9082
Parametric Equity Premium Income ETF
PAPI
$460M
| $706K | ﹤0.01% |
26,427
+4,272
| +19% | +$114K |
|
|
MTRA
9083
Invesco International Growth Focus ETF
MTRA
$144M
| $705K | ﹤0.01% |
25,575
+1,453
| +6% | +$37.9K |
|
9084
PUT
Helix Energy Solutions
HLX
$1.53B
| $704K | ﹤0.01% |
80,600
-2,300
| -3% | -$22.1K |
|
9085
PUT
Cemex
CX
$16B
| $704K | ﹤0.01% |
58,700
+30,000
| +105% | +$373K |
|
9086
Tenaris
TS
$26.6B
| $704K | ﹤0.01% |
12,690
-10,022
| -44% | -$609K |
|
|
GTPE
9087
Goldman Sachs MSCI World Private Equity Return Tracker ETF
GTPE
$31.2M
| $704K | ﹤0.01% |
11,380
| – | – |
|
9088
PUT
Progyny
PGNY
$1.97B
| $703K | ﹤0.01% |
24,400
+4,800
| +24% | +$107K |
|
9089
Hawkins
HWKN
$2.48B
| $703K | ﹤0.01% |
4,948
-6,884
| -58% | -$1.09M |
|
9090
Blend Labs
BLND
$360M
| $703K | ﹤0.01% |
410,982
-5,166
| -1% | -$8.24K |
|
|
GMOV
9091
GMO US Value ETF
GMOV
$111M
| $702K | ﹤0.01% |
23,595
-9,285
| -28% | -$275K |
|
9092
First Trust S-Network Streaming and Gaming ETF
BNGE
$4.94M
| $702K | ﹤0.01% |
22,875
+1,888
| +9% | +$58.4K |
|
9093
Acadia Healthcare
ACHC
$2.59B
| $702K | ﹤0.01% |
23,767
-719,135
| -97% | -$18.5M |
|
9094
PUT
WisdomTree India Earnings Fund ETF
EPI
$2.03B
| $702K | ﹤0.01% |
16,400
+7,700
| +89% | +$328K |
|
|
KNO
9095
AXS Knowledge Leaders ETF
KNO
$45.4M
| $701K | ﹤0.01% |
10,840
+1,397
| +15% | +$82.8K |
|
9096
CALL
Galectin Therapeutics
GALT
$371M
| $701K | ﹤0.01% |
151,000
-322,300
| -68% | -$835K |
|
|
CBTY
9097
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$6.41M
| $700K | ﹤0.01% |
35,781
-22,346
| -38% | -$442K |
|
9098
PUT
Backblaze
BLZE
$978M
| $699K | ﹤0.01% |
44,100
+22,100
| +100% | +$153K |
|
9099
PUT
Flywire
FLYW
$2.38B
| $699K | ﹤0.01% |
39,800
-297,000
| -88% | -$4.39M |
|
9100
PUT
PROG Holdings
PRG
$1.54B
| $699K | ﹤0.01% |
15,000
+500
| +3% | +$17.4K |
|
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.