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 | |
|---|---|---|---|---|---|---|
|
JBIO
11101
Jade Biosciences
JBIO
$1.36B
| $292K | ﹤0.01% |
13,143
-5,165
| -28% | -$108K |
|
11102
MicroSectors Energy 3x Leveraged ETNs
WTIU
$35.9M
| $292K | ﹤0.01% |
22,621
+2,125
| +10% | +$36K |
|
11103
CALL
Washington Trust Bancorp
WASH
$757M
| $292K | ﹤0.01% |
+8,000
| New | +$267K |
|
11104
PUT
Lakeland Industries
LAKE
$111M
| $292K | ﹤0.01% |
27,300
+5,600
| +26% | +$56.5K |
|
|
FSCO
11105
FS Credit Opportunities Corp
FSCO
$1.05B
| $292K | ﹤0.01% |
58,462
-35,103
| -38% | -$176K |
|
11106
Primis Financial Corp
FRST
$401M
| $292K | ﹤0.01% |
17,820
+6,350
| +55% | +$92.6K |
|
11107
Vanguard Long-Term Bond ETF
BLV
$5.7B
| $291K | ﹤0.01% |
4,225
-53,163
| -93% | -$3.65M |
|
11108
Tredegar Corp
TG
$278M
| $291K | ﹤0.01% |
36,581
+19,664
| +116% | +$167K |
|
11109
Caribou Biosciences
CRBU
$178M
| $291K | ﹤0.01% |
165,414
-671,489
| -80% | -$1.33M |
|
|
GOLI
11110
Defiance Gold Enhanced Options Income ETF
GOLI
$24.7M
| $291K | ﹤0.01% |
23,534
+12,850
| +120% | +$185K |
|
11111
SGI Enhanced Core ETF
USDX
$305M
| $291K | ﹤0.01% |
+11,411
| New | +$294K |
|
11112
CALL
Interparfums
IPAR
$3.7B
| $291K | ﹤0.01% |
+2,600
| New | +$245K |
|
11113
Team
TISI
$104M
| $291K | ﹤0.01% |
16,823
-13,202
| -44% | -$220K |
|
11114
Kinetik
KNTK
$4.38B
| $291K | ﹤0.01% |
6,013
-9,324
| -61% | -$446K |
|
11115
PUT
Omnicell
OMCL
$1.62B
| $291K | ﹤0.01% |
7,000
-5,900
| -46% | -$238K |
|
11116
PUT
Regencell Bioscience
RGC
$2.62B
| $290K | ﹤0.01% |
47,700
+13,900
| +41% | +$334K |
|
11117
CALL
Thryv Holdings
THRY
$92.4M
| $290K | ﹤0.01% |
73,700
+33,800
| +85% | +$120K |
|
|
PLG
11118
PUT
Platinum Group Metals
PLG
$210M
| $290K | ﹤0.01% |
214,900
+31,500
| +17% | +$52.7K |
|
|
XNET
11119
CALL
Xunlei
XNET
$326M
| $290K | ﹤0.01% |
51,800
+4,700
| +10% | +$27.1K |
|
11120
GoodRx Holdings
GDRX
$1.18B
| $290K | ﹤0.01% |
100,715
-110,948
| -52% | -$282K |
|
11121
CALL
ANI Pharmaceuticals
ANIP
$1.73B
| $290K | ﹤0.01% |
3,500
-3,000
| -46% | -$241K |
|
|
AVNS
11122
DELISTED
Avanos Medical
AVNS
| $290K | ﹤0.01% |
11,645
-6,867
| -37% | -$161K |
|
11123
CALL
Ranpak Holdings
PACK
$436M
| $289K | ﹤0.01% |
+39,600
| New | +$228K |
|
11124
CALL
NET Power
NPWR
$150M
| $289K | ﹤0.01% |
173,300
-41,900
| -19% | -$75.9K |
|
11125
PUT
Quantum Corp
QMCO
$877M
| $289K | ﹤0.01% |
+26,300
| New | +$252K |
|
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.