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 | |
|---|---|---|---|---|---|---|
|
WPRT
12026
Westport Fuel Systems
WPRT
$35M
| $23.1K | ﹤0.01% |
10,196
-826
| -7% | -$2.55K |
|
|
LGO
12027
Largo
LGO
$75.3M
| $23.1K | ﹤0.01% |
15,380
-4,630
| -23% | -$6.96K |
|
12028
PUT
Protalix BioTherapeutics
PLX
$205M
| $22.9K | ﹤0.01% |
+10,300
| New | +$16.8K |
|
12029
Stran & Co
SWAG
$31.9M
| $22.8K | ﹤0.01% |
+13,734
| New | +$22.1K |
|
12030
Cosmos Holdings
COSM
$22.6M
| $22.8K | ﹤0.01% |
+20,514
| New | +$15.6K |
|
|
ENFY
12031
DELISTED
Enlightify Inc
ENFY
| $22.3K | ﹤0.01% |
27,654
-25,029
| -48% | -$25.3K |
|
|
BNAI
12032
Brand Engagement Network
BNAI
$94.4M
| $22.3K | ﹤0.01% |
+7,572
| New | +$24.6K |
|
|
FPAY
12033
DELISTED
FlexShopper
FPAY
| $22.3K | ﹤0.01% |
34,719
+8,271
| +31% | +$7.16K |
|
|
OGI
12034
PUT
Organigram Holdings
OGI
$172M
| $22.1K | ﹤0.01% |
+10,900
| New | +$17.1K |
|
|
MAPS
12035
CALL
DELISTED
WM TECHNOLOGY INC A
MAPS
| $21.9K | ﹤0.01% |
18,900
-61,300
| -76% | -$66.2K |
|
|
WDH
12036
Waterdrop
WDH
$357M
| $21.9K | ﹤0.01% |
+11,586
| New | +$20.3K |
|
12037
CALL
Recon Technology
RCON
$725K
| $21.8K | ﹤0.01% |
+55
| New | +$26.7K |
|
12038
CALL
Pacific Biosciences
PACB
$435M
| $21.8K | ﹤0.01% |
17,000
-4,700
| -22% | -$6.37K |
|
12039
GigaMedia
GIGM
$16.4M
| $21.6K | ﹤0.01% |
+13,014
| New | +$20.3K |
|
12040
PEDEVCO
PED
$177M
| $21.6K | ﹤0.01% |
+1,867
| New | +$22.9K |
|
12041
PUT
Expensify
EXFY
$235M
| $21.5K | ﹤0.01% |
+11,600
| New | +$23.5K |
|
12042
Mind CTI
MNDO
$20.8M
| $21.4K | ﹤0.01% |
+19,320
| New | +$24.7K |
|
12043
Context Therapeutics
CNTX
$35.3M
| $21.3K | ﹤0.01% |
+21,967
| New | +$17.8K |
|
12044
Noodles & Co
NDLS
$88.2M
| $21.1K | ﹤0.01% |
+4,146
| New | +$25.9K |
|
12045
Dave Inc Warrants
DAVEW
$23.2M
| $21K | ﹤0.01% |
+19,057
| New | +$26.4K |
|
|
TRIB
12046
PUT
Trinity Biotech
TRIB
$7.87M
| $20.9K | ﹤0.01% |
+670
| New | +$21.1K |
|
|
DAAQW
12047
Digital Asset Acquisition Corp Warrant
DAAQW
$1.21M
| $20.5K | ﹤0.01% |
+33,619
| New | +$26.7K |
|
12048
PUT
Spero Therapeutics
SPRO
$69.9M
| $20.5K | ﹤0.01% |
10,900
-37,800
| -78% | -$83.1K |
|
12049
PUT
Cerus
CERS
$534M
| $20.4K | ﹤0.01% |
+12,800
| New | +$17.3K |
|
|
CNTB
12050
Connect Biopharma Holdings
CNTB
$140M
| $20.3K | ﹤0.01% |
+13,748
| New | +$24.3K |
|
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.