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 | |
|---|---|---|---|---|---|---|
12601
Sagimet Biosciences
SGMT
$637M
| $84.6K | ﹤0.01% |
10,950
-113,654
| -91% | -$773K |
|
12602
PUT
iHeartMedia
IHRT
$432M
| $84.5K | ﹤0.01% |
19,700
+1,700
| +9% | +$7.54K |
|
12603
PUT
James River Group Holdings
JRVR
$187M
| $84.5K | ﹤0.01% |
+19,200
| New | +$94.5K |
|
|
HTZWW
12604
Hertz Global Holdings Warrants
HTZWW
$93.8M
| $84.2K | ﹤0.01% |
77,245
| – | – |
|
12605
PUT
Blend Labs
BLND
$360M
| $84.1K | ﹤0.01% |
49,200
+3,500
| +8% | +$5.58K |
|
12606
Skillsoft
SKIL
$74.3M
| $84K | ﹤0.01% |
+16,209
| New | +$108K |
|
|
DTCX
12607
Datacentrex Inc
DTCX
$105M
| $83.9K | ﹤0.01% |
47,136
+26,674
| +130% | +$58.9K |
|
12608
PUT
Gaotu Techedu
GOTU
$401M
| $83.8K | ﹤0.01% |
50,500
+6,700
| +15% | +$12.2K |
|
12609
Pulmonx
LUNG
$97.1M
| $83.7K | ﹤0.01% |
64,373
-24,696
| -28% | -$34K |
|
12610
NanoViricides
NNVC
$33.9M
| $83.7K | ﹤0.01% |
60,616
-38,415
| -39% | -$52.7K |
|
12611
CALL
Inspired Entertainment
INSE
$160M
| $83.3K | ﹤0.01% |
10,100
-35,700
| -78% | -$266K |
|
12612
DB Gold Short ETN due Feb 15 2038
DGZ
$1.6M
| $83.1K | ﹤0.01% |
13,043
| – | – |
|
12613
CALL
Lineage Cell Therapeutics
LCTX
$273M
| $83.1K | ﹤0.01% |
63,400
-16,400
| -21% | -$22.7K |
|
12614
Altisource Portfolio Solutions
ASPS
$62.6M
| $82.6K | ﹤0.01% |
+11,013
| New | +$73.3K |
|
12615
PUT
Gray Television
GTN
$509M
| $82.6K | ﹤0.01% |
+20,800
| New | +$95.7K |
|
|
SCNX
12616
Scienture Holdings
SCNX
$18.5M
| $82.3K | ﹤0.01% |
+235,117
| New | +$89.3K |
|
|
ALAR
12617
Alarum Technologies
ALAR
$12.4M
| $82.2K | ﹤0.01% |
+10,226
| New | +$79.7K |
|
|
PYPG
12618
CALL
Leverage Shares 2X Long PYPL Daily ETF
PYPG
$21.3M
| $81.9K | ﹤0.01% |
16,000
-19,300
| -55% | -$113K |
|
|
SLSN
12619
Solesence Inc
SLSN
$67.1M
| $81.8K | ﹤0.01% |
111,340
+97,382
| +698% | +$120K |
|
12620
PUT
1-800-Flowers.com
FLWS
$254M
| $81.8K | ﹤0.01% |
23,500
-3,100
| -12% | -$12.2K |
|
|
12621
Lineage Cell Therapeutics
LCTX
$273M
| $81.8K | ﹤0.01% |
62,427
-1,242,258
| -95% | -$1.72M |
|
12622
PUT
MacroGenics
MGNX
$261M
| $81.8K | ﹤0.01% |
17,700
+3,700
| +26% | +$14K |
|
|
AIOT
12623
PUT
PowerFleet Inc
AIOT
$408M
| $81.6K | ﹤0.01% |
21,300
-36,800
| -63% | -$129K |
|
|
SANG
12624
Sangoma Technologies
SANG
$132M
| $81.4K | ﹤0.01% |
22,008
-1,955
| -8% | -$7.56K |
|
12625
PUT
Neuronetics
STIM
$229M
| $81.4K | ﹤0.01% |
62,600
+46,000
| +277% | +$66.9K |
|
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.