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 | |
|---|---|---|---|---|---|---|
|
BLRX
12526
BioLineRX
BLRX
$13M
| $95.8K | ﹤0.01% |
+30,911
| New | +$89.6K |
|
|
ACRE
12527
Ares Commercial Real Estate
ACRE
$264M
| $95.7K | ﹤0.01% |
21,257
-19,637
| -48% | -$96.9K |
|
12528
CALL
Certara
CERT
$1.27B
| $95.6K | ﹤0.01% |
14,600
-83,900
| -85% | -$473K |
|
12529
CALL
VistaGen Therapeutics
VTGN
$10.7M
| $95.5K | ﹤0.01% |
415,400
+375,000
| +928% | +$226K |
|
12530
PUT
NN Inc
NNBR
$308M
| $95.5K | ﹤0.01% |
+26,600
| New | +$66.2K |
|
12531
Protalix BioTherapeutics
PLX
$191M
| $95.4K | ﹤0.01% |
40,944
-8,141
| -17% | -$17.2K |
|
12532
PUT
Ardagh Metal Packaging
AMBP
$3.2B
| $94.8K | ﹤0.01% |
20,000
+3,700
| +23% | +$15.2K |
|
|
PCF
12533
High Income Securities Fund
PCF
$101M
| $94.4K | ﹤0.01% |
+17,254
| New | +$96.7K |
|
12534
CALL
Quanterix
QTRX
$134M
| $94.2K | ﹤0.01% |
21,800
+6,500
| +42% | +$21.1K |
|
|
SKYA
12535
SkyAI Inc
SKYA
$56.7M
| $94.1K | ﹤0.01% |
84,810
+44,486
| +110% | +$71.3K |
|
12536
Better Online Solutions
BOSC
$32.4M
| $93.8K | ﹤0.01% |
20,883
+6,507
| +45% | +$29.3K |
|
|
FSOL
12537
CALL
Fidelity Solana Fund
FSOL
$125M
| $93.5K | ﹤0.01% |
+10,800
| New | +$103K |
|
12538
PUT
PolyPid
PYPD
$104M
| $93.5K | ﹤0.01% |
+18,400
| New | +$84.9K |
|
|
TGB
12539
Trekor Metals
TGB
$3.39B
| $93.4K | ﹤0.01% |
13,571
-700,688
| -98% | -$5.01M |
|
12540
PUT
Pliant Therapeutics
PLRX
$70.6M
| $93.4K | ﹤0.01% |
81,900
-29,600
| -27% | -$36K |
|
12541
PUT
Haleon
HLN
$44.6B
| $93.3K | ﹤0.01% |
10,000
-500
| -5% | -$4.65K |
|
12542
Airgain
AIRG
$69M
| $93.3K | ﹤0.01% |
14,802
-21,879
| -60% | -$145K |
|
|
HDSN
12543
PUT
Hudson Technologies
HDSN
$235M
| $93K | ﹤0.01% |
+16,200
| New | +$92.2K |
|
12544
PUT
VirTra
VTSI
$34.9M
| $92.9K | ﹤0.01% |
29,600
-7,100
| -19% | -$27K |
|
|
ATYR
12545
CALL
aTyr Pharma
ATYR
$49.2M
| $92.9K | ﹤0.01% |
154,800
+52,100
| +51% | +$34K |
|
12546
PUT
Arcos Dorados Holdings
ARCO
$1.73B
| $92.7K | ﹤0.01% |
11,500
+1,300
| +13% | +$11.2K |
|
12547
CALL
Avita Medical
RCEL
$311M
| $92.5K | ﹤0.01% |
22,400
+2,700
| +14% | +$11.6K |
|
12548
Weave Communications
WEAV
$584M
| $92.4K | ﹤0.01% |
15,423
-77,536
| -83% | -$422K |
|
12549
PUT
NET Power
NPWR
$174M
| $92.2K | ﹤0.01% |
55,200
+11,500
| +26% | +$20.8K |
|
|
MTLS
12550
CALL
Materialise
MTLS
$380M
| $92.1K | ﹤0.01% |
12,400
-1,900
| -13% | -$11.2K |
|
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.