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 | |
|---|---|---|---|---|---|---|
901
CALL
Vicor
VICR
$8.76B
| $110M | 0.01% |
290,600
+75,300
| +35% | +$20.6M |
|
902
CALL
Waste Management
WM
$90.5B
| $110M | 0.01% |
493,900
+27,800
| +6% | +$6.18M |
|
903
PUT
Flutter Entertainment
FLUT
$17.8B
| $110M | 0.01% |
1,075,000
+704,100
| +190% | +$72.6M |
|
904
CALL
Realty Income
O
$59.8B
| $110M | 0.01% |
1,769,900
+232,600
| +15% | +$14.5M |
|
905
CALL
On Holding
ONON
$9.86B
| $110M | 0.01% |
3,094,600
-544,600
| -15% | -$19.9M |
|
|
BMNR
906
PUT
BitMine Immersion Technologies
BMNR
$14.6B
| $109M | 0.01% |
8,216,000
-2,971,900
| -27% | -$57.5M |
|
907
CALL
Dominion Energy
D
$58.6B
| $109M | 0.01% |
1,599,900
+646,300
| +68% | +$42M |
|
908
PUT
Kraft Heinz
KHC
$30.4B
| $109M | 0.01% |
4,623,200
-109,700
| -2% | -$2.53M |
|
909
PUT
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.52B
| $109M | 0.01% |
3,662,400
-1,313,100
| -26% | -$43M |
|
910
CALL
Suncor Energy
SU
$78.8B
| $109M | 0.01% |
2,032,900
+895,400
| +79% | +$56.7M |
|
911
CALL
Equinix
EQIX
$104B
| $109M | 0.01% |
104,500
-37,800
| -27% | -$40.5M |
|
912
CALL
Wheaton Precious Metals
WPM
$72.8B
| $109M | 0.01% |
968,000
+105,300
| +12% | +$13.7M |
|
|
EXE
913
CALL
Expand Energy Corp
EXE
$22.3B
| $109M | 0.01% |
1,190,900
+39,000
| +3% | +$3.7M |
|
914
PUT
Nu Holdings
NU
$71.3B
| $109M | 0.01% |
8,128,200
+1,940,800
| +31% | +$26.2M |
|
915
PUT
iShares US Real Estate ETF
IYR
$4.67B
| $108M | 0.01% |
1,060,500
+29,400
| +3% | +$2.98M |
|
916
CALL
Upstart Holdings
UPST
$2.91B
| $108M | 0.01% |
3,059,600
-750,200
| -20% | -$23.1M |
|
917
CALL
Sherwin-Williams
SHW
$84.2B
| $108M | 0.01% |
314,600
+18,800
| +6% | +$6.01M |
|
918
PepsiCo
PEP
$197B
| $108M | 0.01% |
798,871
+188,513
| +31% | +$28.2M |
|
919
Zoetis
ZTS
$31.9B
| $108M | 0.01% |
1,504,358
+869,794
| +137% | +$81.9M |
|
920
PUT
Direxion Daily Technology Bull 3x ETF
TECL
$5.38B
| $108M | 0.01% |
467,900
-20,200
| -4% | -$3.65M |
|
921
CALL
Elevance Health
ELV
$87.3B
| $108M | 0.01% |
279,000
-102,500
| -27% | -$38M |
|
922
CALL
Dave Inc
DAVE
$4.53B
| $108M | 0.01% |
289,500
-1,600
| -0.5% | -$416K |
|
923
PUT
CSX Corp
CSX
$95.3B
| $108M | 0.01% |
2,268,400
+1,350,600
| +147% | +$61M |
|
|
EA
924
DELISTED
Electronic Arts
EA
| $108M | 0.01% |
525,668
+5,077
| +1% | +$1.03M |
|
925
CALL
ProShares Ultra QQQ
QLD
$13.6B
| $108M | 0.01% |
1,113,900
-7,700
| -0.7% | -$662K |
|
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.