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 | |
|---|---|---|---|---|---|---|
|
BHST
12051
BioHarvest Sciences
BHST
$46.7M
| $180K | ﹤0.01% |
63,658
+47,264
| +288% | +$180K |
|
12052
PUT
AudioCodes
AUDC
$232M
| $179K | ﹤0.01% |
18,500
-800
| -4% | -$7.3K |
|
|
MOB
12053
CALL
Mobilicom Ltd
MOB
$75.5M
| $179K | ﹤0.01% |
+34,900
| New | +$204K |
|
12054
PUT
C4 Therapeutics
CCCC
$492M
| $179K | ﹤0.01% |
+38,300
| New | +$131K |
|
|
GAU
12055
PUT
Galiano Gold
GAU
$612M
| $179K | ﹤0.01% |
95,500
-139,100
| -59% | -$322K |
|
12056
PUT
Driven Brands
DRVN
$2.17B
| $178K | ﹤0.01% |
12,800
-15,200
| -54% | -$200K |
|
12057
Adicet Bio
ACET
$86M
| $178K | ﹤0.01% |
+20,650
| New | +$163K |
|
12058
American Vanguard Corp
AVD
$67.9M
| $178K | ﹤0.01% |
63,529
+40,631
| +177% | +$110K |
|
12059
PUT
Oculis Holding
OCS
$727M
| $178K | ﹤0.01% |
+12,800
| New | +$291K |
|
|
NAGE
12060
CALL
Niagen Bioscience
NAGE
$254M
| $177K | ﹤0.01% |
55,600
+40,000
| +256% | +$162K |
|
12061
CALL
Expro Ltd
XPRO
$2.05B
| $177K | ﹤0.01% |
12,000
+400
| +3% | +$6.42K |
|
|
ACP
12062
abrdn Income Credit Strategies Fund
ACP
$639M
| $177K | ﹤0.01% |
33,996
-6,024
| -15% | -$31.9K |
|
|
SOUL
12063
Soulpower Acquisition Corp
SOUL
$355M
| $177K | ﹤0.01% |
+17,079
| New | +$176K |
|
12064
SoFi Enhanced Yield ETF
THTA
$55.8M
| $177K | ﹤0.01% |
+11,329
| New | +$176K |
|
12065
CALL
MediWound
MDWD
$171M
| $176K | ﹤0.01% |
+12,000
| New | +$191K |
|
12066
Sixth Street Specialty
TSLX
$1.79B
| $176K | ﹤0.01% |
+10,262
| New | +$183K |
|
12067
PUT
Gencor Industries
GENC
$279M
| $176K | ﹤0.01% |
11,800
-5,400
| -31% | -$80K |
|
12068
Televisa
TV
$1.47B
| $176K | ﹤0.01% |
64,926
-62,679
| -49% | -$180K |
|
|
DTF
12069
DTF Tax-Free Income 2028 Term Fund
DTF
$81M
| $176K | ﹤0.01% |
15,223
-12,260
| -45% | -$140K |
|
12070
CALL
Arbutus Biopharma
ABUS
$1.03B
| $176K | ﹤0.01% |
36,600
-108,300
| -75% | -$476K |
|
|
EVMN
12071
Evommune Inc
EVMN
$509M
| $175K | ﹤0.01% |
+13,184
| New | +$306K |
|
12072
Commercial Vehicle Group
CVGI
$130M
| $175K | ﹤0.01% |
+37,910
| New | +$178K |
|
|
MIN
12073
Aberdeen Intermediate Income Fund
MIN
$280M
| $175K | ﹤0.01% |
70,810
-12,314
| -15% | -$30.3K |
|
12074
Shattuck Labs
STTK
$756M
| $175K | ﹤0.01% |
25,176
-690,789
| -96% | -$4.31M |
|
12075
Payoneer
PAYO
$2.41B
| $175K | ﹤0.01% |
24,537
-1,300,000
| -98% | -$7.12M |
|
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.