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 | |
|---|---|---|---|---|---|---|
12651
CALL
Repay Holdings
RPAY
$332M
| $76.9K | ﹤0.01% |
+18,300
| New | +$63.6K |
|
12652
PUT
UNIFI
UFI
$149M
| $76.5K | ﹤0.01% |
+16,100
| New | +$64.1K |
|
12653
PUT
Spero Therapeutics
SPRO
$71M
| $76.5K | ﹤0.01% |
34,600
-13,900
| -29% | -$36.4K |
|
12654
CALL
Lexeo Therapeutics
LXEO
$400M
| $76.4K | ﹤0.01% |
16,400
-14,100
| -46% | -$76.3K |
|
12655
CALL
Aemetis
AMTX
$149M
| $76.3K | ﹤0.01% |
46,500
-102,200
| -69% | -$250K |
|
12656
PUT
Ocean Power Technologies
OPTT
$49.8M
| $76.3K | ﹤0.01% |
293,300
-12,000
| -4% | -$4.07K |
|
12657
ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B
SMHB
$24.3M
| $76K | ﹤0.01% |
18,547
+8,256
| +80% | +$32K |
|
12658
Ebang International Holdings
EBON
$14.6M
| $75.5K | ﹤0.01% |
34,649
+1,244
| +4% | +$2.73K |
|
12659
Arq
ARQ
$100M
| $75.5K | ﹤0.01% |
29,608
-103,437
| -78% | -$257K |
|
12660
CALL
GoPro
GPRO
$116M
| $75.4K | ﹤0.01% |
+96,700
| New | +$102K |
|
12661
Bioceres Crop Solutions
BIOX
$28.1M
| $74.5K | ﹤0.01% |
212,930
-2,462
| -1% | -$1.16K |
|
12662
PUT
Aterian
ATER
$7.82M
| $74.4K | ﹤0.01% |
+56,400
| New | +$58.5K |
|
12663
Stoneridge
SRI
$205M
| $74.3K | ﹤0.01% |
10,150
-354,860
| -97% | -$2.44M |
|
|
CRDX
12664
2x Cardano ETF
CRDX
$921K
| $73.3K | ﹤0.01% |
+12,140
| New | +$208K |
|
12665
Direxion Daily GOOGL Bear 1X ETF
GGLS
$11.8M
| $73.3K | ﹤0.01% |
+1,282
| New | +$74.4K |
|
|
TOYO
12666
TOYO Co
TOYO
$206M
| $73.3K | ﹤0.01% |
+10,544
| New | +$129K |
|
|
ZOOZ
12667
ZOOZ Strategy Ltd
ZOOZ
$45.5M
| $73.2K | ﹤0.01% |
13,221
-6,679
| -34% | -$39.3K |
|
12668
Oportun Financial
OPRT
$345M
| $73.1K | ﹤0.01% |
12,803
-44,683
| -78% | -$239K |
|
12669
Savara
SVRA
$1.15B
| $73.1K | ﹤0.01% |
11,867
-59,732
| -83% | -$321K |
|
12670
Senseonics Holdings Inc
SENS
$513M
| $73K | ﹤0.01% |
12,855
-217,683
| -94% | -$1.39M |
|
12671
CALL
Broadwind
BWEN
$106M
| $72.9K | ﹤0.01% |
+15,100
| New | +$50K |
|
12672
CuriosityStream
CURI
$164M
| $72.8K | ﹤0.01% |
27,360
-2,099
| -7% | -$6.2K |
|
12673
GEN Restaurant Group
GENK
$11.2M
| $72.6K | ﹤0.01% |
36,836
-27,196
| -42% | -$52.5K |
|
12674
PUT
Gain Therapeutics
GANX
$87.5M
| $72.5K | ﹤0.01% |
+35,700
| New | +$65.8K |
|
|
OGG
12675
PUT
Osisko Gold Group
OGG
$939M
| $72.1K | ﹤0.01% |
29,300
-143,700
| -83% | -$426K |
|
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.