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 | |
|---|---|---|---|---|---|---|
12251
Boston Omaha
BOC
$426M
| $142K | ﹤0.01% |
+10,381
| New | +$131K |
|
12252
Accel Entertainment
ACEL
$979M
| $141K | ﹤0.01% |
11,205
-9,467
| -46% | -$115K |
|
12253
Regencell Bioscience
RGC
$2.62B
| $141K | ﹤0.01% |
+23,129
| New | +$555K |
|
12254
PUT
Aldeyra Therapeutics
ALDX
$91.7M
| $141K | ﹤0.01% |
66,100
-167,900
| -72% | -$289K |
|
|
HUYA
12255
Huya Inc
HUYA
$498M
| $141K | ﹤0.01% |
+61,098
| New | +$173K |
|
12256
CALL
Fortress Biotech
FBIO
$95.7M
| $140K | ﹤0.01% |
45,800
+34,200
| +295% | +$88.2K |
|
12257
CALL
TRX Gold Corp
TRX
$393M
| $140K | ﹤0.01% |
168,600
-97,000
| -37% | -$112K |
|
|
ARDC
12258
Are Dynamic Credit Allocation Fund
ARDC
$294M
| $140K | ﹤0.01% |
+11,059
| New | +$139K |
|
|
IHD
12259
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$134M
| $139K | ﹤0.01% |
17,877
+700
| +4% | +$5.16K |
|
12260
Invesco Municipal Trust
VKQ
$537M
| $139K | ﹤0.01% |
+13,882
| New | +$135K |
|
12261
CALL
Kearny Financial
KRNY
$612M
| $139K | ﹤0.01% |
+14,700
| New | +$121K |
|
12262
CALL
Pyxis Oncology
PYXS
$257M
| $139K | ﹤0.01% |
46,200
+3,900
| +9% | +$7.46K |
|
12263
CALL
Crexendo
CXDO
$212M
| $139K | ﹤0.01% |
18,600
-59,100
| -76% | -$462K |
|
12264
AngioDynamics
ANGO
$651M
| $139K | ﹤0.01% |
10,647
-9,999
| -48% | -$114K |
|
|
BGX
12265
Blackstone Long-Short Credit Income Fund
BGX
$137M
| $139K | ﹤0.01% |
12,730
+960
| +8% | +$10.5K |
|
|
AARD
12266
Aardvark Therapeutics
AARD
$149M
| $138K | ﹤0.01% |
+24,025
| New | +$112K |
|
12267
Compañía de Cervecerías Unidas
CCU
$2.28B
| $138K | ﹤0.01% |
+12,338
| New | +$143K |
|
|
MCGA
12268
CALL
Yorkville Acquisition Corp
MCGA
$243M
| $138K | ﹤0.01% |
13,500
-18,600
| -58% | -$190K |
|
12269
CALL
Goldgroup Mining
GORO
$240M
| $138K | ﹤0.01% |
109,200
+51,900
| +91% | +$70.9K |
|
|
SFIX
12270
PUT
Stitch Fix
SFIX
$446M
| $137K | ﹤0.01% |
33,400
+2,400
| +8% | +$8.73K |
|
12271
CALL
TROOPS Inc
TROO
$234M
| $137K | ﹤0.01% |
55,800
+8,400
| +18% | +$26.5K |
|
12272
Arlo Technologies
ARLO
$1.41B
| $137K | ﹤0.01% |
10,174
-35,502
| -78% | -$481K |
|
12273
Nuveen New York Municipal Value Fund
NNY
$154M
| $136K | ﹤0.01% |
15,601
+1,933
| +14% | +$16.6K |
|
|
FISK
12274
Empire State Realty OP LP Series 250
FISK
| $136K | ﹤0.01% |
24,283
-1,095
| -4% | -$5.86K |
|
12275
CALL
Geron
GERN
$977M
| $136K | ﹤0.01% |
106,400
-306,000
| -74% | -$431K |
|
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.