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 | |
|---|---|---|---|---|---|---|
12726
RLX Technology
RLX
$2.21B
| $65.6K | ﹤0.01% |
34,516
-171,493
| -83% | -$356K |
|
12727
PUT
Avita Medical
RCEL
$311M
| $65.3K | ﹤0.01% |
+15,800
| New | +$68.2K |
|
12728
Tilly's
TLYS
$120M
| $65.2K | ﹤0.01% |
15,524
-45,304
| -74% | -$205K |
|
12729
Offerpad Solutions
OPAD
$19.9M
| $65.1K | ﹤0.01% |
13,182
+3,817
| +41% | +$25.5K |
|
12730
Ultralife
ULBI
$117M
| $65.1K | ﹤0.01% |
10,302
-6,200
| -38% | -$41.8K |
|
|
TALK
12731
PUT
DELISTED
Talkspace
TALK
| $65K | ﹤0.01% |
12,500
-9,300
| -43% | -$48.3K |
|
12732
Lipocine
LPCN
$17.2M
| $65K | ﹤0.01% |
25,376
+468
| +2% | +$1.13K |
|
12733
Black Diamond Therapeutics
BDTX
$127M
| $64.8K | ﹤0.01% |
35,011
-43,847
| -56% | -$107K |
|
12734
Palisade Bio
PALI
$366M
| $64.6K | ﹤0.01% |
+30,905
| New | +$60.8K |
|
12735
CEMIG Preferred Shares
CIG
$5.49B
| $64.6K | ﹤0.01% |
30,744
-22,289
| -42% | -$51.9K |
|
12736
Sono-Tek
SOTK
$86M
| $64.4K | ﹤0.01% |
10,522
-8,787
| -46% | -$42.6K |
|
|
PCM
12737
PCM Fund
PCM
$67.1M
| $64.1K | ﹤0.01% |
11,482
-11,082
| -49% | -$63.1K |
|
|
SLMT
12738
Brera Holdings
SLMT
$47.1M
| $64K | ﹤0.01% |
12,657
-1,977
| -14% | -$12.9K |
|
12739
AirSculpt Technologies
AIRS
$198M
| $64K | ﹤0.01% |
14,214
-460,231
| -97% | -$1.87M |
|
12740
Claros Mortgage Trust
CMTG
$253M
| $64K | ﹤0.01% |
27,215
-20,189
| -43% | -$49.5K |
|
12741
Atea Pharmaceuticals
AVIR
$436M
| $63.8K | ﹤0.01% |
13,710
-68,125
| -83% | -$339K |
|
12742
PUT
Inovio Pharmaceuticals
INO
$122M
| $63.7K | ﹤0.01% |
57,900
-77,200
| -57% | -$91.6K |
|
|
MVO
12743
DELISTED
MV Oil Trust
MVO
| $63.6K | ﹤0.01% |
35,928
+17,099
| +91% | +$35.7K |
|
12744
PUT
Runway Growth Finance
RWAY
$278M
| $63.4K | ﹤0.01% |
11,300
-1,400
| -11% | -$8.87K |
|
12745
PUT
TaskUs
TASK
$733M
| $63.2K | ﹤0.01% |
13,500
-11,300
| -46% | -$68.6K |
|
12746
Aterian
ATER
$7.82M
| $63.1K | ﹤0.01% |
47,818
+10,827
| +29% | +$11.2K |
|
12747
Gossamer Bio
GOSS
$75.6M
| $63K | ﹤0.01% |
383,049
+247,276
| +182% | +$69K |
|
|
TVRD
12748
Tvardi Therapeutics
TVRD
$24.8M
| $63K | ﹤0.01% |
+33,165
| New | +$104K |
|
|
MVO
12749
PUT
DELISTED
MV Oil Trust
MVO
| $62.5K | ﹤0.01% |
35,300
+21,600
| +158% | +$45.1K |
|
12750
TH International
THCH
$38.1M
| $62.5K | ﹤0.01% |
32,705
+7,838
| +32% | +$15.2K |
|
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.