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 |
Invesco QQQ Trust
QQQ
|
+$2.65B |
| 2 |
TSMC
TSM
|
+$1.25B |
| 3 |
Microsoft
MSFT
|
+$1.1B |
| 4 |
Micron Technology
MU
|
+$957M |
| 5 |
UnitedHealth
UNH
|
+$774M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$785M |
| 2 |
Broadcom
AVGO
|
+$635M |
| 3 |
Netflix
NFLX
|
+$580M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$267M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.02% |
| 2 | Consumer Discretionary | 0.76% |
| 3 | Healthcare | 0.56% |
| 4 | Financials | 0.54% |
| 5 | Communication Services | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
12751
LiqTech
LIQT
$19.5M
| $31.8K | ﹤0.01% |
16,629
-7,466
| -31% | -$12.5K |
|
12752
CALL
Sypris Solutions
SYPR
$40.3M
| $31.6K | ﹤0.01% |
+11,100
| New | +$35.3K |
|
|
NBP
12753
NovaBridge Biosciences American Depositary Shares
NBP
$216M
| $31.5K | ﹤0.01% |
12,817
-34,662
| -73% | -$116K |
|
|
SUIG
12754
Sui Group Holdings
SUIG
$78.3M
| $31.5K | ﹤0.01% |
26,038
-232,693
| -90% | -$345K |
|
12755
Biofrontera
BFRI
$22.7M
| $31.2K | ﹤0.01% |
38,574
+27,028
| +234% | +$23.3K |
|
12756
Dare Bioscience
DARE
$14.5M
| $31.2K | ﹤0.01% |
17,130
-52,891
| -76% | -$90.5K |
|
12757
Beamr Imaging
BMR
$19.4M
| $31K | ﹤0.01% |
22,150
-27,930
| -56% | -$49.4K |
|
|
MVO
12758
PUT
DELISTED
MV Oil Trust
MVO
| $31K | ﹤0.01% |
13,700
-49,300
| -78% | -$92.6K |
|
|
MPTI.RT
12759
DELISTED
M-tron Industries Rights (expiring April 15 2026)
MPTI.RT
| $30.6K | ﹤0.01% |
+14,562
| New | +$30.6K |
|
|
ELME
12760
CALL
Elme Communities
ELME
$148M
| $30.6K | ﹤0.01% |
15,200
-20,500
| -57% | -$67.5K |
|
|
GRMLW
12761
Greenland Mines Ltd Warrant
GRMLW
| $30.5K | ﹤0.01% |
201,206
-16,673
| -8% | -$1.71K |
|
12762
Guardforce AI
GFAI
$12.6M
| $30.3K | ﹤0.01% |
67,635
-25,941
| -28% | -$14K |
|
|
GSRFR
12763
GSR IV Acquisition Corp Rights
GSRFR
| $30.2K | ﹤0.01% |
+12,337
| New | +$31.8K |
|
12764
PUT
Westwater Resources
WWR
$78.1M
| $30.2K | ﹤0.01% |
46,400
-339,000
| -88% | -$305K |
|
12765
UTStarcom
UTSI
$22.4M
| $30.2K | ﹤0.01% |
+12,110
| New | +$29.7K |
|
|
BGIN
12766
Bgin Blockchain
BGIN
$223M
| $30.1K | ﹤0.01% |
+10,184
| New | +$29.7K |
|
12767
CALL
Microbot Medical
MBOT
$102M
| $29.6K | ﹤0.01% |
+12,300
| New | +$27.5K |
|
|
STEX
12768
PUT
Streamex Corp
STEX
$90.1M
| $29.6K | ﹤0.01% |
26,200
-35,400
| -57% | -$90K |
|
12769
PUT
Solana Company
HSDT
$124M
| $29.6K | ﹤0.01% |
17,100
-25,000
| -59% | -$60.8K |
|
12770
Aware
AWRE
$27.5M
| $29.6K | ﹤0.01% |
23,640
+2,209
| +10% | +$3.68K |
|
|
DJTU
12771
T-REX 2X Long DJT Daily Target ETF
DJTU
$12.2M
| $29.3K | ﹤0.01% |
1,795
-6,335
| -78% | -$180K |
|
12772
MaxCyte
MXCT
$135M
| $29.2K | ﹤0.01% |
41,584
+22,815
| +122% | +$21.3K |
|
12773
IRIDEX
IRIX
$12.3M
| $29.2K | ﹤0.01% |
28,919
+4,432
| +18% | +$6.05K |
|
12774
CALL
BTCS Inc
BTCS
$72.2M
| $29.2K | ﹤0.01% |
+21,000
| New | +$42.9K |
|
12775
Rafael Holdings
RFL
$119M
| $29.1K | ﹤0.01% |
+23,278
| New | +$29.6K |
|
Similar funds
Jeff Yass's Q1 2026 Portfolio in Review
As of Q1 2026, Jeff Yass held 14,567 positions worth $893B, up 2.9% from $868B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Jeff Yass deployed $70.6B of net new capital in Q1 2026, opening 2,388 new positions and adding to 5,757 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 830,625 shares worth $54.1M.
By sector, the portfolio is most concentrated in Technology at 2% of assets, up from 1.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was JPMorgan International Research Enhanced Equity ETF, an estimated $785M trimmed.
- Jeff Yass's largest Q1 2026 buy was Sunbelt Rentals Holdings: 830,625 shares worth $54.1M.
- Jeff Yass added most to Invesco QQQ Trust in Q1 2026, an estimated $2.65B increase.
- Jeff Yass's biggest Q1 2026 reduction was JPMorgan International Research Enhanced Equity ETF, cutting an estimated $785M.
- Jeff Yass fully exited Schwab International Equity ETF in Q1 2026, selling an estimated $147M.
- Jeff Yass's ten largest holdings make up 27% of its $893B portfolio in Q1 2026.
- Jeff Yass opened 2,388 new positions and closed 1,500 in Q1 2026.
- Jeff Yass's portfolio value rose 2.9% quarter-over-quarter to $893B.
Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.