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 | |
|---|---|---|---|---|---|---|
12826
PMV Pharmaceuticals
PMVP
$71.1M
| $50.3K | ﹤0.01% |
+37,531
| New | +$48.2K |
|
|
DJTWW
12827
Trump Media & Technology Group Warrants
DJTWW
$900M
| $50.3K | ﹤0.01% |
+15,765
| New | +$66.8K |
|
|
GPMT
12828
Granite Point Mortgage Trust
GPMT
$54.5M
| $50.1K | ﹤0.01% |
33,420
-66,650
| -67% | -$95.8K |
|
12829
CALL
Blend Labs
BLND
$360M
| $50.1K | ﹤0.01% |
29,300
-31,900
| -52% | -$50.9K |
|
|
NXXT
12830
NextNRG Inc
NXXT
$39.3M
| $49.3K | ﹤0.01% |
140,706
+126,244
| +873% | +$57.4K |
|
|
FFAI
12831
PUT
Faraday Future Intelligent Electric
FFAI
$12.3M
| $48.9K | ﹤0.01% |
1,419
+126
| +10% | +$6.22K |
|
12832
PUT
Black Diamond Therapeutics
BDTX
$127M
| $48.8K | ﹤0.01% |
26,400
+15,000
| +132% | +$36.7K |
|
|
WBX
12833
Wallbox
WBX
$71.1M
| $48.8K | ﹤0.01% |
+12,785
| New | +$38.9K |
|
12834
Air Industries Group
AIRI
$11.9M
| $48.7K | ﹤0.01% |
+16,121
| New | +$49.4K |
|
12835
PUT
Nkarta
NKTX
$191M
| $48.7K | ﹤0.01% |
17,200
+1,400
| +9% | +$3.94K |
|
12836
PUT
Zedge
ZDGE
$38M
| $48.7K | ﹤0.01% |
+15,700
| New | +$48.6K |
|
12837
Alector
ALEC
$264M
| $48.5K | ﹤0.01% |
24,123
-83,474
| -78% | -$179K |
|
12838
CALL
Heron Therapeutics
HRTX
$60.4M
| $48.3K | ﹤0.01% |
112,300
+53,900
| +92% | +$43.2K |
|
12839
MDB Capital Holdings
MDBH
$31.6M
| $48.2K | ﹤0.01% |
12,886
+489
| +4% | +$1.67K |
|
|
OGI
12840
PUT
Organigram Holdings
OGI
$176M
| $48.1K | ﹤0.01% |
47,200
+16,400
| +53% | +$20K |
|
12841
BioCardia
BCDA
$15.3M
| $48.1K | ﹤0.01% |
38,809
-18
| -0% | -$19 |
|
|
LAWR
12842
Robot Consulting Co
LAWR
| $48.1K | ﹤0.01% |
12,822
| – | – |
|
|
NA
12843
Nano Labs
NA
$46.4M
| $48.1K | ﹤0.01% |
+25,974
| New | +$59.7K |
|
|
INTJ
12844
Intelligent Group
INTJ
$5.61M
| $48K | ﹤0.01% |
+10,851
| New | +$85.9K |
|
12845
PUT
Neonode
NEON
$15.3M
| $47.8K | ﹤0.01% |
50,900
-73,500
| -59% | -$109K |
|
|
BHR
12846
Braemar Hotels & Resorts
BHR
$142M
| $47.8K | ﹤0.01% |
22,119
-20,048
| -48% | -$48K |
|
12847
Natural Alternatives International
NAII
$13.5M
| $47.6K | ﹤0.01% |
+19,915
| New | +$52.1K |
|
12848
PUT
Blink Charging
BLNK
$86.2M
| $47.5K | ﹤0.01% |
74,200
+30,000
| +68% | +$21.7K |
|
12849
CALL
loanDepot
LDI
$302M
| $47.3K | ﹤0.01% |
37,800
-390,400
| -91% | -$526K |
|
12850
PUT
Children's Place
PLCE
$55.4M
| $47K | ﹤0.01% |
15,400
-212,100
| -93% | -$720K |
|
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.