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 | |
|---|---|---|---|---|---|---|
11476
PUT
Douglas Elliman
DOUG
$166M
| $114K | ﹤0.01% |
39,900
+3,500
| +10% | +$9.18K |
|
11477
James River Group Holdings
JRVR
$191M
| $114K | ﹤0.01% |
20,557
-44,368
| -68% | -$249K |
|
11478
CALL
Goldgroup Mining
GORO
$492M
| $114K | ﹤0.01% |
135,800
+66,900
| +97% | +$41.4K |
|
11479
CALL
Mercer International
MERC
$25.9M
| $114K | ﹤0.01% |
+39,500
| New | +$130K |
|
11480
CALL
1stdibs.com
DIBS
$150M
| $114K | ﹤0.01% |
+43,900
| New | +$120K |
|
11481
PUT
Adecoagro
AGRO
$1.55B
| $114K | ﹤0.01% |
+14,500
| New | +$127K |
|
11482
PUT
DiaMedica Therapeutics
DMAC
$345M
| $113K | ﹤0.01% |
+16,500
| New | +$89.5K |
|
|
XFLT
11483
XAI Floating Rate & Alternative Income Trust
XFLT
$293M
| $113K | ﹤0.01% |
4,273
-10,049
| -70% | -$278K |
|
11484
CALL
Skye Bioscience
SKYE
$7.84M
| $113K | ﹤0.01% |
3,600
-1,325
| -27% | -$40K |
|
11485
PUT
Larimar Therapeutics
LRMR
$417M
| $113K | ﹤0.01% |
35,000
+11,300
| +48% | +$42.4K |
|
|
ASPCU
11486
A SPAC III Acquisition Corp Unit
ASPCU
| $113K | ﹤0.01% |
+10,757
| New | +$112K |
|
|
11487
Skye Bioscience
SKYE
$7.84M
| $113K | ﹤0.01% |
3,592
-5,623
| -61% | -$170K |
|
11488
CALL
Delcath Systems
DCTH
$567M
| $113K | ﹤0.01% |
10,500
-7,500
| -42% | -$83.7K |
|
11489
PUT
Pangaea Logistics
PANL
$528M
| $113K | ﹤0.01% |
22,200
+7,900
| +55% | +$40.9K |
|
11490
Global X SuperIncome Preferred ETF
SPFF
$143M
| $112K | ﹤0.01% |
12,171
-39,685
| -77% | -$366K |
|
|
LEO
11491
BNY Mellon Strategic Municipals
LEO
$386M
| $112K | ﹤0.01% |
17,988
-323
| -2% | -$1.93K |
|
|
AIFU
11492
CALL
AIFU Inc
AIFU
$127M
| $112K | ﹤0.01% |
1,095
-400
| -27% | -$49.7K |
|
11493
PUT
MacroGenics
MGNX
$263M
| $112K | ﹤0.01% |
66,600
+45,500
| +216% | +$73.6K |
|
|
PPT
11494
Franklin Premier Income Trust
PPT
$331M
| $112K | ﹤0.01% |
+30,307
| New | +$112K |
|
11495
PUT
Arq
ARQ
$94.3M
| $112K | ﹤0.01% |
15,600
-15,900
| -50% | -$105K |
|
|
TIXT
11496
DELISTED
TELUS International
TIXT
| $112K | ﹤0.01% |
24,931
-67,878
| -73% | -$275K |
|
11497
Epsilon Energy
EPSN
$182M
| $111K | ﹤0.01% |
22,088
-10,006
| -31% | -$60.7K |
|
11498
Upland Software
UPLD
$13.9M
| $111K | ﹤0.01% |
+4,692
| New | +$107K |
|
|
SUIG
11499
PUT
Sui Group Holdings
SUIG
$72.8M
| $111K | ﹤0.01% |
+28,800
| New | +$130K |
|
|
MMU
11500
Western Asset Managed Municipals Fund
MMU
$551M
| $111K | ﹤0.01% |
10,729
-1,376
| -11% | -$13.8K |
|
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.