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 | |
|---|---|---|---|---|---|---|
9726
CALL
Vermilion Energy
VET
$1.95B
| $543K | ﹤0.01% |
58,000
-271,000
| -82% | -$3.22M |
|
9727
PUT
Oaktree Specialty Lending
OCSL
$1.14B
| $543K | ﹤0.01% |
45,500
+35,300
| +346% | +$426K |
|
9728
Eastern Bankshares
EBC
$5.2B
| $543K | ﹤0.01% |
24,427
-1,195,022
| -98% | -$24.3M |
|
9729
Bristow Group
VTOL
$1.34B
| $543K | ﹤0.01% |
13,144
-1,097
| -8% | -$49.1K |
|
9730
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.16M
| $543K | ﹤0.01% |
31,289
| – | – |
|
|
ASGM
9731
Virtus AlphaSimplex Global Macro ETF
ASGM
$8.93M
| $543K | ﹤0.01% |
17,320
+4,566
| +36% | +$141K |
|
|
PCSC
9732
DELISTED
Perceptive Capital Solutions
PCSC
| $543K | ﹤0.01% |
49,873
+36,022
| +260% | +$401K |
|
9733
CALL
Artisan Partners
APAM
$3B
| $542K | ﹤0.01% |
15,700
-4,600
| -23% | -$169K |
|
9734
PUT
enGene Therapeutics
ENGN
$119M
| $542K | ﹤0.01% |
+313,100
| New | +$1.28M |
|
9735
Asure Software
ASUR
$252M
| $542K | ﹤0.01% |
68,211
-21,482
| -24% | -$187K |
|
|
GRO
9736
PUT
Brazil Potash Corp
GRO
$153M
| $542K | ﹤0.01% |
+251,900
| New | +$682K |
|
9737
Omega Healthcare
OHI
$14.1B
| $541K | ﹤0.01% |
11,355
-18,246
| -62% | -$846K |
|
9738
PUT
Liberty Global Class A
LBTYA
$3.63B
| $541K | ﹤0.01% |
47,600
-286,200
| -86% | -$3.42M |
|
9739
CALL
Insperity
NSP
$2.02B
| $541K | ﹤0.01% |
13,100
-19,800
| -60% | -$649K |
|
9740
PUT
Teekay
TK
$1.16B
| $541K | ﹤0.01% |
54,100
-11,200
| -17% | -$140K |
|
9741
Fox Factory Holding Corp
FOXF
$918M
| $541K | ﹤0.01% |
31,915
+4,009
| +14% | +$69.8K |
|
9742
CALL
Future Fuel
FF
$244M
| $541K | ﹤0.01% |
119,600
+68,000
| +132% | +$293K |
|
9743
QuidelOrtho
QDEL
$1.01B
| $540K | ﹤0.01% |
30,841
+2,183
| +8% | +$28.8K |
|
9744
ProShares Short Ether Strategy ETF
SETH
$11.3M
| $540K | ﹤0.01% |
+9,219
| New | +$443K |
|
9745
PUT
Federal Signal
FSS
$7.48B
| $540K | ﹤0.01% |
+4,200
| New | +$482K |
|
9746
CALL
Ring Energy
REI
$386M
| $539K | ﹤0.01% |
499,200
-194,100
| -28% | -$271K |
|
9747
Scorpio Tankers
STNG
$3.93B
| $539K | ﹤0.01% |
7,780
-70,703
| -90% | -$5.53M |
|
9748
PUT
iShares MBS ETF
MBB
$39B
| $539K | ﹤0.01% |
5,700
-11,500
| -67% | -$1.09M |
|
9749
PUT
Invesco DB Agriculture Fund
DBA
$1.22B
| $539K | ﹤0.01% |
20,200
-93,000
| -82% | -$2.54M |
|
|
SFEB
9750
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$131M
| $539K | ﹤0.01% |
+20,525
| New | +$520K |
|
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.