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 | |
|---|---|---|---|---|---|---|
12576
Wetouch Technology
WETH
$16.7M
| $88.5K | ﹤0.01% |
+73,169
| New | +$112K |
|
|
SEVN
12577
Seven Hills Realty Trust
SEVN
$174M
| $88.5K | ﹤0.01% |
10,502
-45,055
| -81% | -$376K |
|
|
PRT
12578
PermRock Royalty Trust Unit
PRT
$26.6M
| $88.5K | ﹤0.01% |
39,504
+8,400
| +27% | +$21.4K |
|
|
OPP
12579
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$187M
| $88.4K | ﹤0.01% |
11,452
-768
| -6% | -$5.92K |
|
|
TRTX
12580
TPG RE Finance Trust
TRTX
$606M
| $88.3K | ﹤0.01% |
10,554
-20,618
| -66% | -$172K |
|
|
SQNS
12581
Sequans Communications SA
SQNS
$45.9M
| $88.3K | ﹤0.01% |
+25,975
| New | +$86.9K |
|
12582
OmniAb
OABI
$630M
| $87.8K | ﹤0.01% |
35,691
-5,938
| -14% | -$11.8K |
|
12583
CALL
Seres Therapeutics
MCRB
$45.8M
| $87.6K | ﹤0.01% |
11,100
-45,600
| -80% | -$347K |
|
12584
PUT
Protara Therapeutics
TARA
$228M
| $87.5K | ﹤0.01% |
22,900
-6,100
| -21% | -$29K |
|
12585
Torrid Holdings
CURV
$220M
| $87.3K | ﹤0.01% |
46,708
+33,113
| +244% | +$57.9K |
|
12586
PUT
Vista Gold
VGZ
$363M
| $87.3K | ﹤0.01% |
45,700
-23,200
| -34% | -$50.6K |
|
12587
Stereotaxis
STXS
$142M
| $87K | ﹤0.01% |
50,559
+175
| +0.3% | +$328 |
|
12588
Enlivex Ltd
ENLV
$25.7M
| $86.7K | ﹤0.01% |
10,510
+9,822
| +1,428% | +$114K |
|
12589
CALL
INmune Bio
INMB
$64.4M
| $86.4K | ﹤0.01% |
53,000
+35,500
| +203% | +$49.1K |
|
12590
TaskUs
TASK
$733M
| $86.4K | ﹤0.01% |
18,451
+2,739
| +17% | +$16.6K |
|
|
SAFX
12591
XCF Global Inc
SAFX
$134M
| $86.2K | ﹤0.01% |
195,188
+179,419
| +1,138% | +$81.3K |
|
|
SMCY
12592
CALL
YieldMax SMCI Option Income Strategy ETF
SMCY
$146M
| $86K | ﹤0.01% |
17,000
-33,800
| -67% | -$207K |
|
12593
CALL
Cineverse
CNVS
$60.1M
| $85.8K | ﹤0.01% |
28,900
-67,900
| -70% | -$175K |
|
12594
Nuveen Real Estate Income Fund
JRS
$245M
| $85.7K | ﹤0.01% |
+10,171
| New | +$82.9K |
|
12595
SEACOR Marine Holdings
SMHI
$270M
| $85.6K | ﹤0.01% |
11,188
-4,000
| -26% | -$29.7K |
|
12596
VOC Energy
VOC
$58M
| $85.5K | ﹤0.01% |
+29,676
| New | +$92.6K |
|
12597
SunPower Inc
SPWR
$60.3M
| $85.3K | ﹤0.01% |
124,051
+97,488
| +367% | +$95.6K |
|
12598
PUT
BTCS Inc
BTCS
$67.2M
| $85.2K | ﹤0.01% |
76,800
+2,100
| +3% | +$3.38K |
|
12599
CALL
AC Immune
ACIU
$288M
| $85.2K | ﹤0.01% |
35,800
-7,100
| -17% | -$19.6K |
|
|
GRAG
12600
Leverage Shares 2X Long GRAB Daily ETF
GRAG
$1.97M
| $84.6K | ﹤0.01% |
+12,313
| New | +$82.2K |
|
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.