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 | |
|---|---|---|---|---|---|---|
12401
Wrap Technologies
WRAP
$90.8M
| $114K | ﹤0.01% |
88,238
-33,463
| -27% | -$47.2K |
|
|
SY
12402
CALL
So-Young International
SY
$239M
| $114K | ﹤0.01% |
76,800
-47,400
| -38% | -$114K |
|
12403
Tigo Energy
TYGO
$82.1M
| $113K | ﹤0.01% |
48,649
+5,429
| +13% | +$20.4K |
|
|
PCAPU
12404
ProCap Acquisition Corp Unit
PCAPU
$213M
| $113K | ﹤0.01% |
10,927
-890
| -8% | -$9.18K |
|
12405
PUT
Lightspeed Commerce
LSPD
$1.37B
| $113K | ﹤0.01% |
+10,800
| New | +$101K |
|
12406
BRC Inc
BRCC
$149M
| $113K | ﹤0.01% |
10,201
-5,296
| -34% | -$65.5K |
|
|
TUYA
12407
PUT
Tuya Inc
TUYA
$1.1B
| $113K | ﹤0.01% |
64,300
-19,800
| -24% | -$43.1K |
|
12408
Epsilon Energy
EPSN
$169M
| $113K | ﹤0.01% |
20,911
-3,020
| -13% | -$17.9K |
|
|
OTGAU
12409
OTG Acquisition Corp I Unit
OTGAU
| $113K | ﹤0.01% |
10,872
-1,840
| -14% | -$18.9K |
|
12410
American Well
AMWL
$199M
| $113K | ﹤0.01% |
12,374
-19,012
| -61% | -$142K |
|
|
STKE
12411
CALL
Sol Strategies Inc
STKE
$52.9M
| $113K | ﹤0.01% |
96,400
-150,600
| -61% | -$204K |
|
|
KBAB
12412
KraneShares 2x Long BABA Daily ETF
KBAB
$2.99M
| $113K | ﹤0.01% |
+20,704
| New | +$197K |
|
|
KBON
12413
Karbon Capital Partners Corp
KBON
| $113K | ﹤0.01% |
+11,144
| New | +$112K |
|
|
GRCE
12414
Grace Therapeutics
GRCE
$45.9M
| $113K | ﹤0.01% |
+49,577
| New | +$137K |
|
|
PLTD
12415
PUT
Direxion Dailly PLTR Bear 1X ETF
PLTD
$24.4M
| $113K | ﹤0.01% |
12,700
+500
| +4% | +$3.94K |
|
12416
CALL
Anixa Biosciences
ANIX
$126M
| $112K | ﹤0.01% |
40,100
+5,900
| +17% | +$16.4K |
|
12417
Riskified
RSKD
$786M
| $112K | ﹤0.01% |
22,260
+798
| +4% | +$3.72K |
|
|
PAII
12418
Pyrophyte Acquisition Corp II
PAII
| $112K | ﹤0.01% |
10,986
-4,123
| -27% | -$41.9K |
|
|
PLTD
12419
CALL
Direxion Dailly PLTR Bear 1X ETF
PLTD
$24.4M
| $112K | ﹤0.01% |
12,600
-800
| -6% | -$6.31K |
|
12420
SFL Corp
SFL
$1.63B
| $111K | ﹤0.01% |
10,892
-44,192
| -80% | -$502K |
|
12421
CALL
Comtech Telecommunications
CMTL
$53M
| $111K | ﹤0.01% |
52,900
+13,000
| +33% | +$50K |
|
12422
CALL
Equillium
EQ
$141M
| $111K | ﹤0.01% |
34,700
-42,600
| -55% | -$102K |
|
12423
PUT
Pulmonx
LUNG
$98.4M
| $111K | ﹤0.01% |
85,400
+3,200
| +4% | +$4.41K |
|
12424
CALL
SAB Biotherapeutics
SABS
$338M
| $111K | ﹤0.01% |
28,400
-4,800
| -14% | -$17.9K |
|
|
AFCG
12425
CALL
AFC Gamma
AFCG
$77.1M
| $111K | ﹤0.01% |
+35,700
| New | +$112K |
|
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.