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 | |
|---|---|---|---|---|---|---|
|
KTUP
12676
T-REX 2X Long KTOS Daily Target ETF
KTUP
$12.4M
| $71.9K | ﹤0.01% |
11,127
-12,838
| -54% | -$138K |
|
12677
CALL
Tiziana Life Sciences
TLSA
$145M
| $71.6K | ﹤0.01% |
55,900
+41,200
| +280% | +$53.6K |
|
12678
CALL
Compass Therapeutics
CMPX
$432M
| $71.4K | ﹤0.01% |
32,600
-138,700
| -81% | -$409K |
|
12679
CALL
Sensus Healthcare
SRTS
$55M
| $71.3K | ﹤0.01% |
23,600
-2,700
| -10% | -$9.46K |
|
12680
PUT
Funko
FNKO
$364M
| $71.1K | ﹤0.01% |
12,100
-6,800
| -36% | -$32.7K |
|
|
GLNK
12681
CALL
Grayscale Chainlink Trust ETF
GLNK
$122M
| $71K | ﹤0.01% |
11,100
-6,600
| -37% | -$52.2K |
|
|
SHMD
12682
CALL
SCHMID Group
SHMD
$322M
| $70.7K | ﹤0.01% |
+11,300
| New | +$69.3K |
|
|
CONX
12683
Direxion Daily COIN Bull 2X ETF
CONX
$5.52M
| $70.6K | ﹤0.01% |
13,684
-7,575
| -36% | -$65.2K |
|
|
PROF
12684
CALL
Profound Medical
PROF
$248M
| $70.5K | ﹤0.01% |
+10,600
| New | +$71.3K |
|
12685
CALL
Health Catalyst
HCAT
$115M
| $70.4K | ﹤0.01% |
35,400
-700
| -2% | -$1.01K |
|
12686
CALL
NanoViricides
NNVC
$33.9M
| $70.4K | ﹤0.01% |
+51,000
| New | +$69.9K |
|
12687
CALL
Blink Charging
BLNK
$86.2M
| $70.3K | ﹤0.01% |
109,900
+22,400
| +26% | +$16.2K |
|
|
AIV
12688
CALL
Aimco
AIV
$381M
| $70.1K | ﹤0.01% |
23,600
-2,100
| -8% | -$8.05K |
|
12689
PUT
Taboola.com
TBLA
$1.01B
| $70K | ﹤0.01% |
+14,000
| New | +$61.2K |
|
|
ATYR
12690
PUT
aTyr Pharma
ATYR
$49.2M
| $69.9K | ﹤0.01% |
116,500
-46,400
| -28% | -$30.3K |
|
|
UPB
12691
CALL
Upstream Bio Inc
UPB
$382M
| $69.9K | ﹤0.01% |
10,100
-23,800
| -70% | -$199K |
|
12692
CALL
AlTi Global
ALTI
$465M
| $69.7K | ﹤0.01% |
+19,300
| New | +$66.8K |
|
12693
Usio Inc
USIO
$80.1M
| $69.5K | ﹤0.01% |
28,027
-39,183
| -58% | -$57.9K |
|
12694
Expensify
EXFY
$241M
| $69.3K | ﹤0.01% |
38,712
-58,838
| -60% | -$66K |
|
|
CMRC
12695
Commerce.com Inc Series 1
CMRC
$184M
| $69.1K | ﹤0.01% |
23,349
-141,822
| -86% | -$406K |
|
12696
Neonode
NEON
$15.3M
| $69K | ﹤0.01% |
73,368
-52,555
| -42% | -$78K |
|
|
NIXX
12697
Nixxy Inc
NIXX
$19.6M
| $68.8K | ﹤0.01% |
+45,870
| New | +$36.8K |
|
12698
CALL
XBiotech
XBIT
$69.5M
| $68.8K | ﹤0.01% |
29,900
+8,800
| +42% | +$21.3K |
|
|
VENU
12699
Venu Holding Corp
VENU
$106M
| $68.7K | ﹤0.01% |
30,270
-245,060
| -89% | -$877K |
|
|
PPSI
12700
CALL
Pioneer Power Solutions
PPSI
$32.6M
| $68.6K | ﹤0.01% |
+17,400
| New | +$68.5K |
|
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.