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 |
Meta Platforms (Facebook)
META
|
+$646M |
| 2 |
Tesla
TSLA
|
+$572M |
| 3 |
Broadcom
AVGO
|
+$521M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$478M |
| 5 |
lululemon athletica
LULU
|
+$400M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.14B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$861M |
| 3 |
Palantir
PLTR
|
+$730M |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$576M |
| 5 |
NVIDIA
NVDA
|
+$443M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.35% |
| 2 | Technology | 1.74% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Financials | 0.71% |
| 5 | Communication Services | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IMMP
11176
Immutep
IMMP
$56.1M
| $167K | ﹤0.01% |
95,254
+36,944
| +63% | +$62.7K |
|
11177
Summit State Bank
SSBI
| $166K | ﹤0.01% |
+13,974
| New | +$165K |
|
|
HYFT
11178
PUT
MindWalk Holdings
HYFT
$65.3M
| $166K | ﹤0.01% |
+95,100
| New | +$186K |
|
11179
CALL
Dakota Gold
DC
$810M
| $166K | ﹤0.01% |
36,500
+9,400
| +35% | +$39.5K |
|
|
NEUE
11180
DELISTED
NeueHealth
NEUE
| $166K | ﹤0.01% |
+24,894
| New | +$168K |
|
11181
CALL
Equillium
EQ
$152M
| $166K | ﹤0.01% |
+116,100
| New | +$123K |
|
11182
Avantor
AVTR
$9.86B
| $166K | ﹤0.01% |
13,282
-590,639
| -98% | -$7.61M |
|
11183
PUT
Vir Biotechnology
VIR
$1.83B
| $166K | ﹤0.01% |
29,000
+13,800
| +91% | +$70.6K |
|
11184
PUT
ACV Auctions
ACVA
$1.22B
| $165K | ﹤0.01% |
16,700
-35,500
| -68% | -$455K |
|
11185
Oil States International
OIS
$519M
| $165K | ﹤0.01% |
27,298
-50,314
| -65% | -$276K |
|
|
KOYNU
11186
CSLM Digital Asset Acquisition Corp III Units
KOYNU
| $165K | ﹤0.01% |
+16,358
| New | +$165K |
|
11187
Navient
NAVI
$887M
| $165K | ﹤0.01% |
12,548
-106,873
| -89% | -$1.45M |
|
11188
PUT
Columbus McKinnon
CMCO
$520M
| $165K | ﹤0.01% |
11,500
-1,100
| -9% | -$16.6K |
|
|
DVAX
11189
PUT
DELISTED
Dynavax Technologies
DVAX
| $165K | ﹤0.01% |
+16,600
| New | +$173K |
|
11190
CALL
Aemetis
AMTX
$134M
| $165K | ﹤0.01% |
73,200
+57,700
| +372% | +$153K |
|
|
PCIG
11191
DELISTED
Polen Capital International Growth ETF
PCIG
| $165K | ﹤0.01% |
+17,584
| New | +$166K |
|
11192
PUT
Corbus Pharmaceuticals
CRBP
$211M
| $164K | ﹤0.01% |
+13,000
| New | +$124K |
|
|
HITI
11193
CALL
High Tide
HITI
$221M
| $164K | ﹤0.01% |
45,300
-354,600
| -89% | -$1.03M |
|
|
OLPX
11194
DELISTED
Olaplex Holdings
OLPX
| $164K | ﹤0.01% |
125,459
-64,057
| -34% | -$91.8K |
|
11195
GraniteShares 2x Short TSLA Daily ETF
TSDD
$29.5M
| $164K | ﹤0.01% |
16,355
-45,955
| -74% | -$853K |
|
|
PPSI
11196
CALL
Pioneer Power Solutions
PPSI
$31.9M
| $164K | ﹤0.01% |
38,000
+25,300
| +199% | +$90.8K |
|
11197
CALL
Lloyds Banking Group
LYG
$85.7B
| $164K | ﹤0.01% |
36,100
-58,800
| -62% | -$257K |
|
11198
Nuveen Preferred & Income Opportunities Fund
JPC
$2.77B
| $163K | ﹤0.01% |
+19,926
| New | +$162K |
|
11199
CALL
Liberty Global Class C
LBTYK
$3.56B
| $163K | ﹤0.01% |
13,900
-1,000
| -7% | -$11.2K |
|
|
BCYC
11200
CALL
Bicycle Therapeutics
BCYC
$294M
| $163K | ﹤0.01% |
+21,100
| New | +$159K |
|
Similar funds
Jeff Yass's Q3 2025 Portfolio in Review
As of Q3 2025, Jeff Yass held 14,336 positions worth $875B, up 22% from $720B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Jeff Yass's Q3 2025 filing shows 1,794 new, 5,240 increased, 5,148 reduced and 2,105 closed positions. Its largest new stake was BitMine Immersion Technologies: 7,689,603 shares worth $399M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $1.14B.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, up from 94% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jeff Yass's largest Q3 2025 buy was BitMine Immersion Technologies: 7,689,603 shares worth $399M.
- Jeff Yass added most to Meta Platforms (Facebook) in Q3 2025, an estimated $646M increase.
- Jeff Yass's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.14B.
- Jeff Yass fully exited iShares Core MSCI Total International Stock ETF in Q3 2025, selling an estimated $123M.
- Jeff Yass's ten largest holdings make up 24% of its $875B portfolio in Q3 2025.
- Jeff Yass opened 1,794 new positions and closed 2,105 in Q3 2025.
- Jeff Yass's portfolio value rose 22% quarter-over-quarter to $875B.
Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.