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 | Miscellaneous | 94.37% |
| 2 | Technology | 2.02% |
| 3 | Consumer Discretionary | 0.76% |
| 4 | Healthcare | 0.56% |
| 5 | Financials | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
UHG
12801
DELISTED
United Homes Group
UHG
| $26.5K | ﹤0.01% |
+22,809
| New | +$36.7K |
|
12802
Myomo
MYO
$65.7M
| $25.9K | ﹤0.01% |
38,389
-196,933
| -84% | -$161K |
|
12803
Freightos
CRGO
$67.2M
| $25.9K | ﹤0.01% |
+15,806
| New | +$30K |
|
12804
PUT
TROOPS Inc
TROO
$269M
| $25.9K | ﹤0.01% |
+12,700
| New | +$43.3K |
|
12805
CALL
IT Tech Packaging
ITP
$3.06M
| $25.8K | ﹤0.01% |
143,600
+20,200
| +16% | +$4.14K |
|
12806
PUT
Clarivate
CLVT
$1.3B
| $25.8K | ﹤0.01% |
+10,200
| New | +$26.1K |
|
12807
SemiLEDS
LEDS
$16.4M
| $25.7K | ﹤0.01% |
20,531
+1,095
| +6% | +$1.75K |
|
|
CCIIW
12808
Cohen Circle Acquisition Corp II Warrant
CCIIW
| $25.6K | ﹤0.01% |
+39,322
| New | +$27.6K |
|
12809
SCYNEXIS
SCYX
$54.9M
| $25.5K | ﹤0.01% |
3,476
-2,901
| -45% | -$17.9K |
|
|
ZENA
12810
CALL
ZenaTech Inc
ZENA
$167M
| $25.4K | ﹤0.01% |
11,100
-108,600
| -91% | -$329K |
|
12811
PUT
Blink Charging
BLNK
$83.5M
| $25.2K | ﹤0.01% |
44,200
-50,800
| -53% | -$35.8K |
|
|
NAAS
12812
NaaS Technology Inc
NAAS
$55.1M
| $24.9K | ﹤0.01% |
+10,243
| New | +$26.8K |
|
|
SOS
12813
SOS Limited
SOS
$16.8M
| $24.9K | ﹤0.01% |
+25,128
| New | +$35.1K |
|
|
THM
12814
International Tower Hill Mines
THM
$725M
| $24.7K | ﹤0.01% |
10,731
-29,306
| -73% | -$74.7K |
|
12815
CALL
Ispire Technology
ISPR
$81.5M
| $24.3K | ﹤0.01% |
+13,200
| New | +$34.1K |
|
12816
PUT
Black Diamond Therapeutics
BDTX
$130M
| $24.3K | ﹤0.01% |
11,400
-18,400
| -62% | -$43.8K |
|
12817
Flux Power
FLUX
$13.6M
| $24.3K | ﹤0.01% |
22,684
-9,283
| -29% | -$12.7K |
|
12818
Arts-Way Manufacturing Co
ARTW
$15.1M
| $24.2K | ﹤0.01% |
+11,585
| New | +$27.2K |
|
12819
Torrid Holdings
CURV
$223M
| $24.2K | ﹤0.01% |
+13,595
| New | +$16.8K |
|
12820
PUT
Neuronetics
STIM
$226M
| $24.1K | ﹤0.01% |
16,600
-47,100
| -74% | -$74.7K |
|
|
BCTXL
12821
BriaCell Therapeutics Warrant
BCTXL
$2.6M
| $23.9K | ﹤0.01% |
+23,889
| New | +$25.3K |
|
12822
CALL
Solana Company
HSDT
$147M
| $23.9K | ﹤0.01% |
13,800
-2,800
| -17% | -$6.8K |
|
12823
PUT
Getty Images
GETY
$117M
| $23.9K | ﹤0.01% |
30,200
+14,900
| +97% | +$15K |
|
|
BLRX
12824
CALL
BioLineRX
BLRX
$12.1M
| $23.6K | ﹤0.01% |
+10,200
| New | +$28.6K |
|
12825
Infobird
IFBD
$7.45M
| $23.6K | ﹤0.01% |
24,287
-1,519
| -6% | -$1.44K |
|
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's Q1 2026 filing shows 2,388 new, 5,757 increased, 4,870 reduced and 1,500 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 830,625 shares worth $54.1M. The largest sale was JPMorgan International Research Enhanced Equity ETF, an estimated $785M.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, up from 94% a quarter earlier, followed by Technology and Consumer Discretionary.
- 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.