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 | |
|---|---|---|---|---|---|---|
1126
SiTime
SITM
$17.5B
| $79.1M | 0.01% |
106,077
+71,124
| +203% | +$44.8M |
|
|
FINV
1127
FinVolution Group
FINV
$1.02B
| $79M | 0.01% |
16,490,230
| – | – |
|
1128
PUT
argenx
ARGX
$63.3B
| $78.9M | 0.01% |
85,000
-7,400
| -8% | -$6.1M |
|
|
BNY
1129
CALL
Bank of New York Mellon
BNY
$110B
| $78.9M | 0.01% |
545,300
-164,800
| -23% | -$22.5M |
|
1130
PUT
Cognizant
CTSH
$28B
| $78.9M | 0.01% |
2,035,900
+1,316,300
| +183% | +$69.3M |
|
1131
CALL
eBay
EBAY
$47.7B
| $78.7M | 0.01% |
704,600
+84,600
| +14% | +$9.03M |
|
1132
PUT
Rockwell Automation
ROK
$47.7B
| $78.6M | 0.01% |
158,700
+8,400
| +6% | +$3.65M |
|
1133
Cloudflare
NET
$99.8B
| $78.6M | 0.01% |
320,307
-42,983
| -12% | -$9.4M |
|
1134
PUT
Carrier Global
CARR
$49.4B
| $78.4M | 0.01% |
1,069,400
+137,000
| +15% | +$8.95M |
|
1135
PUT
Sterling Infrastructure
STRL
$15.2B
| $78.3M | 0.01% |
93,300
+49,000
| +111% | +$34.4M |
|
1136
Baidu
BIDU
$31.3B
| $78.2M | 0.01% |
684,269
+136,984
| +25% | +$17M |
|
1137
CALL
Whirlpool
WHR
$2.62B
| $78.2M | 0.01% |
1,982,800
+1,019,700
| +106% | +$47.8M |
|
1138
T-Mobile US
TMUS
$196B
| $78.1M | 0.01% |
465,528
+29,935
| +7% | +$5.67M |
|
1139
PUT
Clorox
CLX
$13B
| $78M | 0.01% |
817,600
+337,100
| +70% | +$32.4M |
|
1140
CALL
Vanguard Dividend Appreciation ETF
VIG
$114B
| $77.9M | 0.01% |
329,400
+96,100
| +41% | +$22.1M |
|
|
ECHO
1141
EchoStar
ECHO
$24.8B
| $77.9M | 0.01% |
767,806
-135,507
| -15% | -$16.6M |
|
1142
Zscaler
ZS
$28.5B
| $77.9M | 0.01% |
552,057
+311,743
| +130% | +$43.5M |
|
1143
Atlassian
TEAM
$43.4B
| $77.9M | 0.01% |
1,001,155
+577,739
| +136% | +$47.2M |
|
1144
EQT Corp
EQT
$33.6B
| $77.9M | 0.01% |
1,464,260
+888,320
| +154% | +$49.8M |
|
1145
Datadog
DDOG
$81.1B
| $77.8M | 0.01% |
298,981
+162,956
| +120% | +$30.3M |
|
1146
PUT
Zoetis
ZTS
$31.9B
| $77.8M | 0.01% |
1,082,700
+896,700
| +482% | +$84.4M |
|
1147
Insmed
INSM
$27.1B
| $77.8M | 0.01% |
729,354
+555,724
| +320% | +$67.3M |
|
1148
TJX Companies
TJX
$155B
| $77.7M | 0.01% |
513,166
+403,979
| +370% | +$63.9M |
|
|
BLD
1149
DELISTED
TopBuild
BLD
| $77.7M | 0.01% |
219,179
+208,263
| +1,908% | +$85.9M |
|
1150
PUT
Hershey
HSY
$38.2B
| $77.4M | 0.01% |
440,900
-79,800
| -15% | -$15M |
|
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.