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 | |
|---|---|---|---|---|---|---|
10076
Central Garden & Pet Co Class A
CENTA
$2.41B
| $466K | ﹤0.01% |
12,027
-8,034
| -40% | -$280K |
|
|
BFJL
10077
FT Vest Bitcoin Strategy Floor15 ETF - July
BFJL
$3.67M
| $466K | ﹤0.01% |
27,828
| – | – |
|
10078
CALL
ProShares UltraShort Euro
EUO
$32.5M
| $465K | ﹤0.01% |
15,200
+1,600
| +12% | +$47K |
|
10079
OneAscent Emerging Markets ETF
OAEM
$131M
| $464K | ﹤0.01% |
+9,299
| New | +$436K |
|
10080
Global X US Infrastructure Development ETF
PAVE
$13.8B
| $464K | ﹤0.01% |
7,872
-13,388
| -63% | -$752K |
|
|
ANGX
10081
Angel Studios
ANGX
$805M
| $464K | ﹤0.01% |
126,327
+51,001
| +68% | +$145K |
|
10082
iShares Lithium Miners and Producers ETF
ILIT
$15.7M
| $463K | ﹤0.01% |
26,458
-79,965
| -75% | -$1.59M |
|
10083
BGSF Inc
BGSF
$58.8M
| $463K | ﹤0.01% |
81,014
+10,136
| +14% | +$56.4K |
|
10084
ProShares UltraPro Short MidCap400
SMDD
$1.98M
| $463K | ﹤0.01% |
61,826
+43,231
| +232% | +$383K |
|
10085
Digimarc Corp
DMRC
$138M
| $462K | ﹤0.01% |
56,250
+27,868
| +98% | +$262K |
|
10086
PUT
Neurogene
NGNE
$773M
| $462K | ﹤0.01% |
14,700
-12,600
| -46% | -$347K |
|
|
AMRN
10087
Amarin Corp
AMRN
$298M
| $462K | ﹤0.01% |
29,001
-8,666
| -23% | -$128K |
|
|
TGEN
10088
PUT
Tecogen Inc
TGEN
$103M
| $462K | ﹤0.01% |
88,500
+11,200
| +14% | +$56.1K |
|
10089
CALL
Natural Gas Services Group
NGS
$458M
| $462K | ﹤0.01% |
+10,700
| New | +$435K |
|
10090
PUT
Nuvectis Pharma
NVCT
$768M
| $462K | ﹤0.01% |
+25,100
| New | +$281K |
|
10091
PUT
New Fortress Energy
NFE
$78.5M
| $461K | ﹤0.01% |
1,281,600
+321,100
| +33% | +$191K |
|
10092
YieldMax PYPL Option Income Strategy ETF
PYPY
$16.3M
| $461K | ﹤0.01% |
18,432
+3,383
| +22% | +$93.5K |
|
10093
H.B. Fuller
FUL
$3.16B
| $461K | ﹤0.01% |
7,912
-9,955
| -56% | -$612K |
|
10094
iShares MSCI Norway ETF
ENOR
$90.1M
| $461K | ﹤0.01% |
+14,664
| New | +$530K |
|
10095
PUT
Spire
SR
$4.78B
| $461K | ﹤0.01% |
5,900
+3,300
| +127% | +$284K |
|
10096
PUT
MINISO
MNSO
$3.29B
| $461K | ﹤0.01% |
38,200
-48,700
| -56% | -$684K |
|
10097
United States Brent Oil Fund
BNO
$667M
| $461K | ﹤0.01% |
+11,321
| New | +$577K |
|
10098
Healthcare Services Group
HCSG
$1.56B
| $460K | ﹤0.01% |
18,743
-12,341
| -40% | -$261K |
|
10099
Seres Therapeutics
MCRB
$45.8M
| $460K | ﹤0.01% |
58,328
-47,011
| -45% | -$358K |
|
10100
CALL
NCR Atleos
NATL
$3.43B
| $460K | ﹤0.01% |
10,600
-3,800
| -26% | -$169K |
|
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.