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 | |
|---|---|---|---|---|---|---|
11501
Hydrofarm Holdings
HYFM
$4.04M
| $111K | ﹤0.01% |
33,708
+4,836
| +17% | +$19.2K |
|
11502
Adecoagro
AGRO
$1.55B
| $111K | ﹤0.01% |
14,114
-16,139
| -53% | -$142K |
|
|
EDF
11503
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$169M
| $110K | ﹤0.01% |
21,820
+3,475
| +19% | +$17.7K |
|
11504
PUT
Eledon Pharmaceuticals
ELDN
$260M
| $110K | ﹤0.01% |
+42,500
| New | +$124K |
|
11505
PUT
Priority Technology Holdings
PRTH
$444M
| $110K | ﹤0.01% |
16,000
+3,200
| +25% | +$24.2K |
|
|
DRDB
11506
Roman DBDR Acquisition Corp II
DRDB
$327M
| $110K | ﹤0.01% |
+10,658
| New | +$110K |
|
11507
Pulmonx
LUNG
$102M
| $110K | ﹤0.01% |
67,794
+17,484
| +35% | +$36.6K |
|
11508
PUT
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$27.4M
| $110K | ﹤0.01% |
1,275
+275
| +28% | +$43.1K |
|
11509
SunPower Inc
SPWR
$61.1M
| $109K | ﹤0.01% |
62,196
-12,882
| -17% | -$21.3K |
|
11510
Pliant Therapeutics
PLRX
$68.7M
| $109K | ﹤0.01% |
73,954
-96,032
| -56% | -$147K |
|
11511
ARKO Corp
ARKO
$490M
| $109K | ﹤0.01% |
23,928
-107,365
| -82% | -$507K |
|
11512
Northern Technologies International Corp
NTIC
$77.2M
| $109K | ﹤0.01% |
14,165
-17,052
| -55% | -$133K |
|
|
GRX
11513
Gabelli Healthcare & Wellness Trust
GRX
$149M
| $109K | ﹤0.01% |
12,040
-1,320
| -10% | -$12.3K |
|
11514
CALL
Alto Ingredients
ALTO
$316M
| $109K | ﹤0.01% |
101,100
-900
| -0.9% | -$1.01K |
|
|
RWT
11515
CALL
Redwood Trust
RWT
$580M
| $109K | ﹤0.01% |
18,800
-6,900
| -27% | -$41.2K |
|
11516
CALL
RF Industries
RFIL
$113M
| $109K | ﹤0.01% |
+13,200
| New | +$98.2K |
|
11517
Brilliant Earth
BRLT
$22.5M
| $109K | ﹤0.01% |
52,474
+37,774
| +257% | +$76.2K |
|
11518
Magnachip Semiconductor
MX
$115M
| $108K | ﹤0.01% |
34,578
-64,252
| -65% | -$218K |
|
11519
CALL
AerSale
ASLE
$269M
| $108K | ﹤0.01% |
13,200
+2,500
| +23% | +$18.8K |
|
|
CAN
11520
PUT
Canaan Creative
CAN
$283M
| $108K | ﹤0.01% |
122,800
+8,900
| +8% | +$6.75K |
|
11521
PUT
LifeVantage
LFVN
$79.7M
| $108K | ﹤0.01% |
11,100
-1,300
| -10% | -$16.3K |
|
11522
Ebang International Holdings
EBON
$14.4M
| $108K | ﹤0.01% |
23,474
+3,733
| +19% | +$16K |
|
|
BRW
11523
Saba Capital Income & Opportunities Fund
BRW
$332M
| $108K | ﹤0.01% |
13,860
| – | – |
|
11524
China Automotive Systems
CAAS
$151M
| $107K | ﹤0.01% |
22,763
-278
| -1% | -$1.2K |
|
11525
CALL
Citizens
CIA
$194M
| $107K | ﹤0.01% |
20,400
| – | – |
|
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.