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 | |
|---|---|---|---|---|---|---|
12801
CALL
Tenaya Therapeutics
TNYA
$156M
| $54K | ﹤0.01% |
73,000
+2,900
| +4% | +$2.2K |
|
12802
Crown Crafts
CRWS
$31.9M
| $54K | ﹤0.01% |
18,997
-35,414
| -65% | -$98K |
|
12803
PUT
RLX Technology
RLX
$2.21B
| $53.2K | ﹤0.01% |
28,000
+2,900
| +12% | +$6.02K |
|
|
STEX
12804
CALL
Streamex Corp
STEX
$97M
| $52.8K | ﹤0.01% |
+62,100
| New | +$64.3K |
|
|
ZEPP
12805
PUT
Zepp Health
ZEPP
$75.5M
| $52.6K | ﹤0.01% |
10,100
-33,500
| -77% | -$351K |
|
|
HTT
12806
High Templar Tech Ltd
HTT
$388M
| $52.6K | ﹤0.01% |
+20,536
| New | +$53.5K |
|
|
CCM
12807
Concord Medical Services
CCM
$23M
| $52.2K | ﹤0.01% |
11,069
-654
| -6% | -$3K |
|
|
DHF
12808
BNY Mellon High Yield Strategies Fund
DHF
$171M
| $52.2K | ﹤0.01% |
21,577
-40,604
| -65% | -$98.3K |
|
12809
CALL
Atea Pharmaceuticals
AVIR
$436M
| $52.1K | ﹤0.01% |
11,200
-66,500
| -86% | -$331K |
|
|
AMCI
12810
AMC Robotics
AMCI
$147M
| $51.9K | ﹤0.01% |
+10,419
| New | +$57.4K |
|
|
CMRC
12811
CALL
Commerce.com Inc Series 1
CMRC
$184M
| $51.8K | ﹤0.01% |
17,500
-24,000
| -58% | -$68.8K |
|
|
SJT
12812
San Juan Basin Royalty Trust
SJT
$127M
| $51.8K | ﹤0.01% |
16,131
-64,181
| -80% | -$258K |
|
12813
Arts-Way Manufacturing Co
ARTW
$15.3M
| $51.7K | ﹤0.01% |
19,664
+8,079
| +70% | +$21.1K |
|
|
RC
12814
Ready Capital
RC
$311M
| $51.6K | ﹤0.01% |
29,482
-135,026
| -82% | -$237K |
|
12815
PUT
Voyager Therapeutics
VYGR
$209M
| $51.5K | ﹤0.01% |
14,700
-20,700
| -58% | -$78.5K |
|
12816
CALL
ALX Oncology
ALXO
$282M
| $51.3K | ﹤0.01% |
24,800
+10,700
| +76% | +$19.1K |
|
12817
PUT
Broadwind
BWEN
$106M
| $51.2K | ﹤0.01% |
+10,600
| New | +$35.1K |
|
12818
CALL
Wrap Technologies
WRAP
$93.9M
| $51K | ﹤0.01% |
39,500
-17,700
| -31% | -$25K |
|
|
BSIN
12819
Big Sky Industrial
BSIN
$73.5M
| $50.8K | ﹤0.01% |
+46,211
| New | +$44.3K |
|
12820
MAIA Biotechnology
MAIA
$84.5M
| $50.7K | ﹤0.01% |
+35,223
| New | +$46.8K |
|
12821
PUT
E.W. Scripps
SSP
$303M
| $50.4K | ﹤0.01% |
18,200
+7,400
| +69% | +$28K |
|
|
DFNSW
12822
T3 Defense Inc Warrants
DFNSW
$495K
| $50.4K | ﹤0.01% |
720,798
+686,965
| +2,030% | +$52.1K |
|
|
SLI
12823
PUT
Standard Lithium
SLI
$612M
| $50.3K | ﹤0.01% |
18,300
-20,800
| -53% | -$75.7K |
|
|
PNNT
12824
PUT
Pennant Park Investment Corp
PNNT
$244M
| $50.3K | ﹤0.01% |
+14,500
| New | +$60.2K |
|
12825
CALL
KLX Energy Services
KLXE
$35.9M
| $50.3K | ﹤0.01% |
+19,500
| New | +$57.9K |
|
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.