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 | |
|---|---|---|---|---|---|---|
12751
PUT
Incannex Healthcare
IXHL
$42.7M
| $62K | ﹤0.01% |
+16,500
| New | +$60.3K |
|
12752
Reading International Class A
RDI
$42.3M
| $62K | ﹤0.01% |
48,469
+18,204
| +60% | +$21K |
|
12753
Endava
DAVA
$169M
| $62K | ﹤0.01% |
21,907
-4,802
| -18% | -$17.7K |
|
12754
PUT
Horizon Technology Finance
HRZN
$323M
| $61.5K | ﹤0.01% |
+13,000
| New | +$56.2K |
|
12755
PUT
Zentalis Pharmaceuticals
ZNTL
$362M
| $61.1K | ﹤0.01% |
12,600
-32,700
| -72% | -$131K |
|
|
SRTA
12756
Strata Critical Medical Inc
SRTA
$552M
| $60.7K | ﹤0.01% |
11,510
-15,151
| -57% | -$79.7K |
|
|
NAKA
12757
Nakamoto Inc
NAKA
$126M
| $60.6K | ﹤0.01% |
15,352
+7,689
| +100% | +$51.3K |
|
12758
CALL
Nerdy
NRDY
$89.8M
| $60.5K | ﹤0.01% |
4,387
-4,873
| -53% | -$63.7K |
|
|
CCC
12759
CALL
CCC Intelligent Solutions
CCC
$4.39B
| $60.4K | ﹤0.01% |
11,700
-6,300
| -35% | -$31.2K |
|
12760
Ambev
ABEV
$44.4B
| $60.4K | ﹤0.01% |
19,223
-156,896
| -89% | -$491K |
|
|
EEX
12761
PUT
DELISTED
Emerald Holding
EEX
| $60K | ﹤0.01% |
+11,900
| New | +$57.8K |
|
12762
PUT
Nano X Imaging
NNOX
$67.6M
| $59.9K | ﹤0.01% |
51,600
+27,500
| +114% | +$51.8K |
|
|
DKI
12763
DarkIris Inc
DKI
$8.2M
| $59.7K | ﹤0.01% |
+12,287
| New | +$78.3K |
|
12764
CVRx
CVRX
$75.7M
| $59.6K | ﹤0.01% |
11,593
-4,851
| -30% | -$31.3K |
|
|
SUIG
12765
Sui Group Holdings
SUIG
$83.7M
| $59.6K | ﹤0.01% |
51,358
+25,320
| +97% | +$36.5K |
|
12766
CALL
SIGA Technologies
SIGA
$218M
| $59K | ﹤0.01% |
+16,200
| New | +$72.5K |
|
12767
Lantern Pharma
LTRN
$29.9M
| $58.7K | ﹤0.01% |
+14,073
| New | +$41.3K |
|
12768
CALL
Gain Therapeutics
GANX
$87.5M
| $58.7K | ﹤0.01% |
28,900
-9,400
| -25% | -$17.3K |
|
12769
Heron Therapeutics
HRTX
$60.4M
| $58.5K | ﹤0.01% |
137,067
-151,186
| -52% | -$121K |
|
12770
Tevogen Inc Warrant
TVGNW
$899K
| $58.5K | ﹤0.01% |
1,027,391
+637,174
| +163% | +$26.2K |
|
12771
MIND Technology
MIND
$41.2M
| $58.3K | ﹤0.01% |
+12,355
| New | +$80.9K |
|
12772
PUT
Offerpad Solutions
OPAD
$19.9M
| $58.3K | ﹤0.01% |
11,800
+9,190
| +352% | +$61.5K |
|
12773
CALL
Lifezone Metals
LZM
$392M
| $58.2K | ﹤0.01% |
+15,000
| New | +$70.1K |
|
|
GSRFR
12774
GSR IV Acquisition Corp Rights
GSRFR
| $58K | ﹤0.01% |
25,201
+12,864
| +104% | +$30K |
|
|
KLRS
12775
Kalaris Therapeutics
KLRS
$98.8M
| $57.9K | ﹤0.01% |
14,221
-38,463
| -73% | -$200K |
|
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.