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 | |
|---|---|---|---|---|---|---|
12201
Cardiff Oncology
CRDF
$68.5M
| $151K | ﹤0.01% |
116,138
+23,779
| +26% | +$37.8K |
|
|
BRCB
12202
CALL
Black Rock Coffee Bar Inc
BRCB
$205M
| $151K | ﹤0.01% |
+18,200
| New | +$181K |
|
|
MZYX.U
12203
MOZAYYX Acquisition Corp Units
MZYX.U
$316M
| $151K | ﹤0.01% |
15,000
| – | – |
|
12204
PUT
Playboy Inc
PLBY
$146M
| $151K | ﹤0.01% |
123,400
+32,800
| +36% | +$49.8K |
|
|
AACOU
12205
Abony Acquisition Corp I Units
AACOU
| $150K | ﹤0.01% |
15,000
| – | – |
|
12206
Hain Celestial
HAIN
$71.6M
| $150K | ﹤0.01% |
267,291
+142,723
| +115% | +$106K |
|
|
ARDT
12207
CALL
Ardent Health
ARDT
$1.55B
| $150K | ﹤0.01% |
+15,200
| New | +$144K |
|
12208
Rekor Systems
REKR
$83.6M
| $150K | ﹤0.01% |
215,159
-43,544
| -17% | -$34.1K |
|
|
CAN
12209
CALL
Canaan Creative
CAN
$264M
| $149K | ﹤0.01% |
515,500
-346,700
| -40% | -$151K |
|
|
HDSN
12210
CALL
Hudson Technologies
HDSN
$237M
| $149K | ﹤0.01% |
+26,000
| New | +$148K |
|
12211
WhiteHorse Finance
WHF
$154M
| $149K | ﹤0.01% |
22,208
-15,718
| -41% | -$112K |
|
|
BREZ
12212
Breeze Acquisition Corp II
BREZ
| $149K | ﹤0.01% |
+15,000
| New | +$149K |
|
12213
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$26.3M
| $148K | ﹤0.01% |
13,936
-4,985
| -26% | -$65.5K |
|
12214
CALL
VanEck BDC Income ETF
BIZD
$1.7B
| $148K | ﹤0.01% |
+11,700
| New | +$148K |
|
|
SFIX
12215
CALL
Stitch Fix
SFIX
$446M
| $148K | ﹤0.01% |
36,000
+7,200
| +25% | +$26.2K |
|
12216
Manitowoc
MTW
$710M
| $148K | ﹤0.01% |
10,629
-59,111
| -85% | -$751K |
|
12217
Ecopetrol
EC
$36B
| $148K | ﹤0.01% |
10,363
-14,763
| -59% | -$214K |
|
12218
SmartRent
SMRT
$274M
| $147K | ﹤0.01% |
123,778
+49,262
| +66% | +$62.6K |
|
|
MH
12219
McGraw Hill
MH
$2.54B
| $147K | ﹤0.01% |
+15,538
| New | +$187K |
|
|
BEAGU
12220
Bold Eagle Acquisition Corp Units
BEAGU
$277M
| $147K | ﹤0.01% |
13,243
-1,571
| -11% | -$17.1K |
|
12221
Emergent Biosolutions
EBS
$260M
| $147K | ﹤0.01% |
17,540
-30,899
| -64% | -$259K |
|
12222
BlackRock Floating Rate Income Trust
BGT
$324M
| $147K | ﹤0.01% |
13,744
-4,756
| -26% | -$51.5K |
|
|
XSLLU
12223
Xsolla SPAC 1 Units
XSLLU
| $146K | ﹤0.01% |
14,574
| – | – |
|
12224
Invesco Value Municipal Income Trust
IIM
$586M
| $146K | ﹤0.01% |
+11,457
| New | +$141K |
|
12225
eHealth
EHTH
$39.4M
| $146K | ﹤0.01% |
97,843
+49,673
| +103% | +$83.3K |
|
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.