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 | |
|---|---|---|---|---|---|---|
12426
Invesco Mortgage Capital
IVR
$805M
| $110K | ﹤0.01% |
13,974
-137,682
| -91% | -$1.11M |
|
12427
Ribbon Communications
RBBN
$376M
| $110K | ﹤0.01% |
47,175
-5,056
| -10% | -$13.3K |
|
|
IRHO
12428
Iron Horse Acquisitions Corp II
IRHO
$294M
| $110K | ﹤0.01% |
11,000
| – | – |
|
|
KTF
12429
DWS Municipal Income Trust
KTF
$344M
| $110K | ﹤0.01% |
+11,988
| New | +$109K |
|
12430
PUT
Suzano
SUZ
$11.1B
| $110K | ﹤0.01% |
14,200
+4,100
| +41% | +$35.6K |
|
12431
PUT
Clarus
CLAR
$146M
| $110K | ﹤0.01% |
34,900
-32,400
| -48% | -$93.3K |
|
12432
Information Services Group
III
$243M
| $110K | ﹤0.01% |
26,717
+9,485
| +55% | +$39.7K |
|
12433
CALL
Unisys
UIS
$193M
| $109K | ﹤0.01% |
+29,900
| New | +$93.8K |
|
12434
Fossil Group
FOSL
$333M
| $109K | ﹤0.01% |
26,340
-385,628
| -94% | -$1.73M |
|
|
UYSC
12435
UY Scuti Acquisition Corp
UYSC
| $109K | ﹤0.01% |
10,191
-9
| -0.1% | -$95 |
|
|
PAL
12436
CALL
Proficient Auto Logistics
PAL
$147M
| $109K | ﹤0.01% |
+16,000
| New | +$107K |
|
12437
CALL
Verastem
VSTM
$626M
| $109K | ﹤0.01% |
28,500
-247,500
| -90% | -$1.2M |
|
|
HIO
12438
Western Asset High Income Opportunity Fund
HIO
$331M
| $109K | ﹤0.01% |
29,883
-6,442
| -18% | -$23.5K |
|
12439
CALL
Compugen
CGEN
$244M
| $109K | ﹤0.01% |
50,800
-2,900
| -5% | -$7.27K |
|
12440
PUT
Lifecore Biomedical
LFCR
$168M
| $109K | ﹤0.01% |
20,700
-2,300
| -10% | -$11.6K |
|
12441
PUT
Health Catalyst
HCAT
$119M
| $109K | ﹤0.01% |
54,600
+1,900
| +4% | +$2.74K |
|
12442
AerSale
ASLE
$269M
| $109K | ﹤0.01% |
17,177
-8,535
| -33% | -$55.8K |
|
|
NEWP
12443
CALL
New Pacific Metals
NEWP
$1.23B
| $109K | ﹤0.01% |
27,000
-5,200
| -16% | -$25.6K |
|
12444
CPS Technologies
CPSH
$74.3M
| $108K | ﹤0.01% |
+19,655
| New | +$115K |
|
12445
PUT
NerdWallet
NRDS
$644M
| $108K | ﹤0.01% |
11,700
-33,500
| -74% | -$314K |
|
12446
Incannex Healthcare
IXHL
$43.4M
| $108K | ﹤0.01% |
+28,771
| New | +$105K |
|
|
TTDU
12447
T-REX 2X Long TTD Daily Target ETF
TTDU
$94.2M
| $108K | ﹤0.01% |
4,035
-3,107
| -44% | -$126K |
|
12448
PUT
AudioEye
AEYE
$95.2M
| $108K | ﹤0.01% |
+18,600
| New | +$129K |
|
|
EDD
12449
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$384M
| $108K | ﹤0.01% |
18,359
-33,705
| -65% | -$187K |
|
12450
Grove Collaborative
GROV
$40.9M
| $108K | ﹤0.01% |
86,168
+12,404
| +17% | +$15.3K |
|
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.