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 | |
|---|---|---|---|---|---|---|
|
HEPS
12501
D-Market Electronic Services & Trading
HEPS
$968M
| $98.8K | ﹤0.01% |
33,941
-14,805
| -30% | -$41K |
|
|
GRO
12502
CALL
Brazil Potash Corp
GRO
$152M
| $98.5K | ﹤0.01% |
+45,800
| New | +$124K |
|
12503
Playboy Inc
PLBY
$146M
| $98.4K | ﹤0.01% |
80,619
-176,786
| -69% | -$268K |
|
12504
Inspired Entertainment
INSE
$161M
| $98.2K | ﹤0.01% |
11,908
-32,914
| -73% | -$245K |
|
12505
PUT
Rocket Pharmaceuticals
RCKT
$372M
| $98.2K | ﹤0.01% |
28,700
-35,300
| -55% | -$117K |
|
12506
PUT
Stagwell
STGW
$2.17B
| $98.1K | ﹤0.01% |
13,200
-6,500
| -33% | -$43.1K |
|
12507
PUT
Sprinklr
CXM
$1.75B
| $98K | ﹤0.01% |
19,000
+400
| +2% | +$2.13K |
|
12508
CALL
Black Diamond Therapeutics
BDTX
$122M
| $97.9K | ﹤0.01% |
52,900
+26,000
| +97% | +$63.6K |
|
|
VOXR
12509
Vox Royalty Corp
VOXR
$402M
| $97.8K | ﹤0.01% |
20,672
-90,474
| -81% | -$498K |
|
|
LX
12510
CALL
LexinFintech Holdings
LX
$218M
| $97.7K | ﹤0.01% |
49,600
-22,400
| -31% | -$47.7K |
|
|
NEWP
12511
New Pacific Metals
NEWP
$1.22B
| $97.4K | ﹤0.01% |
24,229
-159,344
| -87% | -$783K |
|
|
HGLB
12512
Highland Global Allocation Fund
HGLB
$178M
| $97.4K | ﹤0.01% |
12,949
-8,075
| -38% | -$64.6K |
|
|
XMAX
12513
XMAX Inc
XMAX
$557M
| $97.2K | ﹤0.01% |
10,695
-328,911
| -97% | -$2.64M |
|
12514
CALL
Yext
YEXT
$657M
| $97.1K | ﹤0.01% |
20,800
-149,100
| -88% | -$579K |
|
|
PIM
12515
Franklin Master Intermediate Income Trust
PIM
$151M
| $97.1K | ﹤0.01% |
30,054
+5,256
| +21% | +$16.9K |
|
12516
1-800-Flowers.com
FLWS
$254M
| $96.9K | ﹤0.01% |
+27,856
| New | +$110K |
|
|
CODX
12517
Co-Diagnostics
CODX
$7.82M
| $96.8K | ﹤0.01% |
+31,239
| New | +$96.1K |
|
12518
Alto Ingredients
ALTO
$327M
| $96.8K | ﹤0.01% |
16,978
-1,068,857
| -98% | -$5.46M |
|
|
PLYY
12519
GraniteShares YieldBOOST PLTR ETF
PLYY
$2.36M
| $96.8K | ﹤0.01% |
+10,997
| New | +$115K |
|
|
CRT
12520
Cross Timbers Royalty Trust
CRT
$64.1M
| $96.6K | ﹤0.01% |
+10,681
| New | +$111K |
|
12521
SunCoke Energy
SXC
$830M
| $96.4K | ﹤0.01% |
11,970
-319,397
| -96% | -$2.47M |
|
|
OPTU
12522
CALL
Optimum Communications Inc
OPTU
$322M
| $96.3K | ﹤0.01% |
66,400
+19,500
| +42% | +$24.2K |
|
|
SEVN
12523
PUT
Seven Hills Realty Trust
SEVN
$176M
| $96.1K | ﹤0.01% |
11,400
-46,400
| -80% | -$387K |
|
|
RPC
12524
Ridgepost Capital
RPC
$976M
| $96K | ﹤0.01% |
12,196
-14,831
| -55% | -$118K |
|
12525
InflaRx
IFRX
$301M
| $95.8K | ﹤0.01% |
42,784
-34,330
| -45% | -$64.5K |
|
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.