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 | |
|---|---|---|---|---|---|---|
12551
PUT
American Well
AMWL
$194M
| $92.1K | ﹤0.01% |
10,100
-35,300
| -78% | -$264K |
|
12552
CALL
Upexi
UPXI
$74.9M
| $92K | ﹤0.01% |
117,900
-30,400
| -20% | -$35.3K |
|
|
ELME
12553
CALL
Elme Communities
ELME
$150M
| $91.8K | ﹤0.01% |
62,000
+46,800
| +308% | +$94.9K |
|
12554
SEALSQ Corp
LAES
$548M
| $91.7K | ﹤0.01% |
29,104
-1,291,389
| -98% | -$3.85M |
|
12555
PetMed Express
PETS
$37.9M
| $91.6K | ﹤0.01% |
+47,733
| New | +$101K |
|
12556
CALL
N-able
NABL
$688M
| $91.4K | ﹤0.01% |
+24,900
| New | +$104K |
|
12557
CALL
United States 12 Month Natural Gas Fund
UNL
$15.9M
| $91.4K | ﹤0.01% |
+14,300
| New | +$93.1K |
|
|
DJTU
12558
T-REX 2X Long DJT Daily Target ETF
DJTU
$11.2M
| $91.2K | ﹤0.01% |
9,565
+7,770
| +433% | +$107K |
|
12559
CALL
Treace Medical Concepts
TMCI
$282M
| $91.1K | ﹤0.01% |
+22,900
| New | +$62.9K |
|
|
BRW
12560
Saba Capital Income & Opportunities Fund
BRW
$328M
| $91.1K | ﹤0.01% |
13,860
| – | – |
|
12561
Empire State Realty Trust
ESRT
$840M
| $90.8K | ﹤0.01% |
16,783
-45,952
| -73% | -$250K |
|
12562
Paysign
PAYS
$803M
| $90.4K | ﹤0.01% |
11,038
-818
| -7% | -$5.42K |
|
12563
PUT
SIGA Technologies
SIGA
$219M
| $90.3K | ﹤0.01% |
+24,800
| New | +$111K |
|
12564
PUT
Titan International
TWI
$465M
| $90.2K | ﹤0.01% |
11,700
-9,600
| -45% | -$74K |
|
|
NVA
12565
PUT
Nova Minerals Corp
NVA
$202M
| $90.2K | ﹤0.01% |
19,100
+600
| +3% | +$3.64K |
|
|
SVC
12566
Service Properties Trust
SVC
$1.05B
| $90K | ﹤0.01% |
10,650
-2,252
| -17% | -$17.7K |
|
12567
CALL
Byrna Technologies
BYRN
$84.8M
| $89.9K | ﹤0.01% |
13,400
-23,600
| -64% | -$145K |
|
12568
BRC Group Holdings
RILY
$282M
| $89.8K | ﹤0.01% |
11,166
-301,609
| -96% | -$2.56M |
|
12569
PUT
CuriosityStream
CURI
$164M
| $89.6K | ﹤0.01% |
33,700
+4,500
| +15% | +$13.3K |
|
12570
CALL
Solana Company
HSDT
$130M
| $89.6K | ﹤0.01% |
54,300
+40,500
| +293% | +$77.4K |
|
|
NAGE
12571
Niagen Bioscience
NAGE
$257M
| $89.4K | ﹤0.01% |
28,015
-20,657
| -42% | -$83.8K |
|
12572
CALL
Opko Health
OPK
$1.1B
| $89.3K | ﹤0.01% |
+59,500
| New | +$75.9K |
|
|
BDN
12573
CALL
Brandywine Realty Trust
BDN
$530M
| $89.1K | ﹤0.01% |
28,100
-9,100
| -24% | -$27.4K |
|
|
ILPT
12574
PUT
Industrial Logistics Properties Trust
ILPT
$560M
| $88.7K | ﹤0.01% |
10,000
-1,800
| -15% | -$13.9K |
|
12575
Satellogic
SATL
$826M
| $88.6K | ﹤0.01% |
15,487
-616,203
| -98% | -$4.51M |
|
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.