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 | |
|---|---|---|---|---|---|---|
12351
PUT
Compass Therapeutics
CMPX
$420M
| $123K | ﹤0.01% |
56,200
-7,200
| -11% | -$21.3K |
|
12352
PUT
Arcturus Therapeutics
ARCT
$366M
| $123K | ﹤0.01% |
18,300
-63,800
| -78% | -$503K |
|
|
APACU
12353
StoneBridge Acquisition II Corp Units
APACU
| $123K | ﹤0.01% |
+11,843
| New | +$122K |
|
|
HYI
12354
Western Asset High Yield Opportunity Fund Inc
HYI
$133M
| $123K | ﹤0.01% |
+11,545
| New | +$124K |
|
|
MNTN
12355
MNTN Inc
MNTN
$983M
| $123K | ﹤0.01% |
13,339
-491,999
| -97% | -$4.48M |
|
12356
PUT
New Mountain Finance
NMFC
$714M
| $123K | ﹤0.01% |
+17,100
| New | +$136K |
|
12357
BTCS Inc
BTCS
$71.7M
| $123K | ﹤0.01% |
110,417
-16,709
| -13% | -$26.9K |
|
|
EAD
12358
Allspring Income Opportunities Fund
EAD
$375M
| $122K | ﹤0.01% |
18,801
+7,436
| +65% | +$48.6K |
|
|
LGO
12359
Largo
LGO
$75.8M
| $122K | ﹤0.01% |
+192,480
| New | +$198K |
|
|
ARDT
12360
PUT
Ardent Health
ARDT
$1.57B
| $122K | ﹤0.01% |
+12,400
| New | +$118K |
|
|
BLZRU
12361
Trailblazer Acquisition Corp Unit
BLZRU
| $122K | ﹤0.01% |
11,934
-2,675
| -18% | -$27.3K |
|
|
FLNA
12362
PUT
Filana Therapeutics
FLNA
$45.9M
| $121K | ﹤0.01% |
102,100
-75,400
| -42% | -$107K |
|
12363
CALL
Telos
TLS
$330M
| $121K | ﹤0.01% |
+26,400
| New | +$117K |
|
12364
Vera Bradley
VRA
$91.9M
| $121K | ﹤0.01% |
+31,100
| New | +$115K |
|
|
BLRX
12365
CALL
BioLineRX
BLRX
$12.6M
| $121K | ﹤0.01% |
39,000
+28,800
| +282% | +$83.5K |
|
|
GDL
12366
GDL Fund
GDL
$91.6M
| $121K | ﹤0.01% |
+14,251
| New | +$120K |
|
|
GRF
12367
Eagle Capital Growth Fund
GRF
$43.1M
| $121K | ﹤0.01% |
11,844
-1,877
| -14% | -$18.9K |
|
|
FWDI
12368
PUT
Forward Industries Inc
FWDI
$412M
| $120K | ﹤0.01% |
28,500
-16,300
| -36% | -$72.7K |
|
|
TONX
12369
TON Strategy Co
TONX
$167M
| $120K | ﹤0.01% |
47,124
-153,571
| -77% | -$454K |
|
12370
CALL
Caribou Biosciences
CRBU
$173M
| $120K | ﹤0.01% |
68,200
-93,900
| -58% | -$186K |
|
|
BGDE
12371
Big Digital Energy Inc
BGDE
$41.9M
| $120K | ﹤0.01% |
+13,455
| New | +$87.2K |
|
12372
Clean Energy Fuels
CLNE
$355M
| $120K | ﹤0.01% |
58,426
-252,203
| -81% | -$536K |
|
12373
CALL
FTC Solar
FTCI
$34M
| $119K | ﹤0.01% |
+23,500
| New | +$109K |
|
12374
CALL
Oportun Financial
OPRT
$350M
| $119K | ﹤0.01% |
20,900
-1,300
| -6% | -$6.96K |
|
12375
CALL
Westrock Coffee
WEST
$847M
| $119K | ﹤0.01% |
14,700
| – | – |
|
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.