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 | |
|---|---|---|---|---|---|---|
|
NOA
12176
PUT
North American Construction
NOA
$377M
| $156K | ﹤0.01% |
11,700
+500
| +4% | +$7.06K |
|
12177
Direxion Daily AAPL Bear 1X ETF
AAPD
$54.2M
| $156K | ﹤0.01% |
+12,842
| New | +$160K |
|
12178
CS Disco
LAW
$277M
| $155K | ﹤0.01% |
41,065
-8,397
| -17% | -$32.6K |
|
|
ISD
12179
PGIM High Yield Bond Fund
ISD
$409M
| $155K | ﹤0.01% |
+11,885
| New | +$156K |
|
|
MAGN
12180
CALL
Magnera Corp
MAGN
$439M
| $155K | ﹤0.01% |
13,200
-47,500
| -78% | -$521K |
|
12181
PLAYSTUDIOS Inc
MYPS
$63.3M
| $155K | ﹤0.01% |
310,746
+250,895
| +419% | +$121K |
|
12182
PUT
Oric Pharmaceuticals
ORIC
$1.47B
| $155K | ﹤0.01% |
+14,300
| New | +$130K |
|
12183
CALL
Beam Global
BEEM
$34.9M
| $155K | ﹤0.01% |
119,100
+83,100
| +231% | +$128K |
|
12184
Protara Therapeutics
TARA
$228M
| $154K | ﹤0.01% |
40,380
-76,246
| -65% | -$363K |
|
12185
CALL
Outdoor Holding Co
POWW
$260M
| $154K | ﹤0.01% |
67,600
-15,900
| -19% | -$32.7K |
|
|
PTOR
12186
Praetorian Acquisition Corp
PTOR
$338M
| $154K | ﹤0.01% |
+15,503
| New | +$153K |
|
12187
Coherus Oncology
CHRS
$219M
| $153K | ﹤0.01% |
109,627
-177,873
| -62% | -$290K |
|
|
BWIV.U
12188
Blue Water Acquisition Corp IV Units
BWIV.U
| $153K | ﹤0.01% |
+15,272
| New | +$153K |
|
12189
CALL
US Gold Corp
USAU
$271M
| $153K | ﹤0.01% |
10,000
-1,300
| -12% | -$20.6K |
|
12190
CALL
Quantum-Si Incorporated
QSI
$183M
| $153K | ﹤0.01% |
172,200
-51,500
| -23% | -$49K |
|
|
IAUX
12191
i-80 Gold Corp
IAUX
$1.57B
| $153K | ﹤0.01% |
106,399
-1,739
| -2% | -$2.68K |
|
|
VFL
12192
DELISTED
abrdn National Municipal Income Fund
VFL
| $153K | ﹤0.01% |
14,757
-2,079
| -12% | -$21.2K |
|
|
TALK
12193
CALL
DELISTED
Talkspace
TALK
| $153K | ﹤0.01% |
29,400
-241,900
| -89% | -$1.26M |
|
|
PAI
12194
Western Asset Investment Grade Income Fund
PAI
$114M
| $153K | ﹤0.01% |
12,605
+1,734
| +16% | +$21.1K |
|
12195
CALL
Cushman & Wakefield Ltd
CWK
$3.48B
| $153K | ﹤0.01% |
+11,400
| New | +$153K |
|
12196
CALL
Neumora Therapeutics
NMRA
$306M
| $152K | ﹤0.01% |
89,500
-70,000
| -44% | -$133K |
|
12197
TXO Partners LP
TXO
$790M
| $152K | ﹤0.01% |
12,170
-83,938
| -87% | -$1.07M |
|
|
MMT
12198
Aberdeen Multi-Market Income Fund
MMT
$243M
| $152K | ﹤0.01% |
34,461
-8,356
| -20% | -$37.8K |
|
|
CLLS
12199
Cellectis
CLLS
$342M
| $151K | ﹤0.01% |
50,453
-15,489
| -23% | -$55.1K |
|
12200
CALL
Fossil Group
FOSL
$332M
| $151K | ﹤0.01% |
36,500
-106,000
| -74% | -$475K |
|
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.