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 | |
|---|---|---|---|---|---|---|
12626
CALL
AudioEye
AEYE
$90.5M
| $81.3K | ﹤0.01% |
+14,000
| New | +$97.4K |
|
12627
Arena Group
AREN
$43.1M
| $80.9K | ﹤0.01% |
97,506
+55,301
| +131% | +$95.9K |
|
12628
Ardagh Metal Packaging
AMBP
$3.2B
| $80.8K | ﹤0.01% |
17,041
-94,504
| -85% | -$388K |
|
12629
Research Frontiers
REFR
$15.5M
| $80.6K | ﹤0.01% |
155,066
-1,720
| -1% | -$1.38K |
|
12630
Ark Restaurants
ARKR
$19.8M
| $80.5K | ﹤0.01% |
+13,745
| New | +$91.3K |
|
12631
Siebert Financial
SIEB
$83.4M
| $79.7K | ﹤0.01% |
48,308
+19,643
| +69% | +$35.7K |
|
12632
Fuel Tech
FTEK
$43.4M
| $79.3K | ﹤0.01% |
35,896
-104,196
| -74% | -$155K |
|
12633
Acco Brands
ACCO
$391M
| $79.3K | ﹤0.01% |
19,051
-101,920
| -84% | -$374K |
|
12634
Companhia Siderúrgica Nacional
SID
$1.3B
| $79.2K | ﹤0.01% |
86,602
-44,304
| -34% | -$55.4K |
|
|
GRSD
12635
PUT
Grandstand Ltd
GRSD
$69.8M
| $79.2K | ﹤0.01% |
41,700
-176,700
| -81% | -$550K |
|
12636
PUT
Liberty Latin America Class A
LILA
$1.66B
| $79.2K | ﹤0.01% |
+10,100
| New | +$56.3K |
|
12637
Momentus
MNTS
$94.7M
| $79.1K | ﹤0.01% |
+11,776
| New | +$94.7K |
|
|
RCAX
12638
Defiance Daily Target 2x Long RCAT ETF
RCAX
$10.4M
| $79.1K | ﹤0.01% |
+13,165
| New | +$121K |
|
|
ACH
12639
PUT
Accendra Health
ACH
$92.3M
| $79K | ﹤0.01% |
23,100
-700
| -3% | -$2.18K |
|
12640
Reborn Coffee
REBN
$10.8M
| $78.9K | ﹤0.01% |
+52,257
| New | +$110K |
|
|
TMQ
12641
Trilogy Metals
TMQ
$684M
| $78.6K | ﹤0.01% |
22,391
-322,748
| -94% | -$1.33M |
|
12642
Beam Global
BEEM
$34.9M
| $78.2K | ﹤0.01% |
60,174
-38,240
| -39% | -$58.7K |
|
|
ANGX
12643
PUT
Angel Studios
ANGX
$805M
| $78.2K | ﹤0.01% |
21,300
-17,100
| -45% | -$48.5K |
|
12644
CALL
Evolent Health
EVH
$536M
| $78K | ﹤0.01% |
14,400
+2,700
| +23% | +$10.4K |
|
12645
Talphera
TLPH
$61.8M
| $78K | ﹤0.01% |
75,691
+25,075
| +50% | +$21.4K |
|
12646
AmpliTech
AMPG
$104M
| $77.5K | ﹤0.01% |
+11,129
| New | +$46.6K |
|
|
AGEN
12647
CALL
Agenus
AGEN
$364M
| $77.4K | ﹤0.01% |
25,300
-18,500
| -42% | -$66.3K |
|
|
YARW
12648
Yarrow Bioscience
YARW
$97.2M
| $77.4K | ﹤0.01% |
2,379
+1,223
| +106% | +$39.7K |
|
12649
Planet Image International
YIBO
$80.6M
| $77.1K | ﹤0.01% |
+72,780
| New | +$72K |
|
|
QTEX
12650
QTREX Quantum
QTEX
$51M
| $77K | ﹤0.01% |
53,452
-6,281
| -11% | -$6.58K |
|
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.