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 | |
|---|---|---|---|---|---|---|
12851
PUT
INmune Bio
INMB
$64.4M
| $46.9K | ﹤0.01% |
28,800
-2,500
| -8% | -$3.46K |
|
|
ITRG
12852
Integra Resources
ITRG
$578M
| $46.8K | ﹤0.01% |
20,621
-8,732
| -30% | -$23.6K |
|
|
RCG
12853
RENN Fund
RCG
$20.5M
| $46.7K | ﹤0.01% |
+15,633
| New | +$44.2K |
|
12854
James River Group Holdings
JRVR
$187M
| $46.3K | ﹤0.01% |
10,529
-2,635
| -20% | -$13K |
|
|
CSHR
12855
CoinShares PLC
CSHR
$767M
| $46.1K | ﹤0.01% |
+12,228
| New | +$64.4K |
|
12856
PUT
Claros Mortgage Trust
CMTG
$253M
| $46.1K | ﹤0.01% |
19,600
+6,000
| +44% | +$14.7K |
|
|
CSHR
12857
PUT
CoinShares PLC
CSHR
$767M
| $46K | ﹤0.01% |
+12,200
| New | +$64.2K |
|
12858
PUT
Standard BioTools
LAB
$263M
| $45.9K | ﹤0.01% |
+56,000
| New | +$52.9K |
|
12859
Zevia
ZVIA
$93.1M
| $45.6K | ﹤0.01% |
27,956
-931,082
| -97% | -$1.27M |
|
12860
CALL
Codexis
CDXS
$183M
| $45.4K | ﹤0.01% |
+20,100
| New | +$50K |
|
12861
CalciMedica
CALC
$17.6M
| $45.3K | ﹤0.01% |
43,968
+13,252
| +43% | +$9.39K |
|
12862
CALL
InflaRx
IFRX
$309M
| $45.2K | ﹤0.01% |
+20,200
| New | +$38K |
|
|
SUIG
12863
CALL
Sui Group Holdings
SUIG
$83.7M
| $45.2K | ﹤0.01% |
39,000
+7,000
| +22% | +$10.1K |
|
12864
Investcorp Credit Management BDC
ICMB
$12.4M
| $45.2K | ﹤0.01% |
+38,657
| New | +$57.5K |
|
12865
TechTarget
TTGT
$276M
| $45.2K | ﹤0.01% |
12,547
-348
| -3% | -$1.59K |
|
12866
PUT
Thryv Holdings
THRY
$92.4M
| $44.9K | ﹤0.01% |
11,400
-41,100
| -78% | -$146K |
|
12867
Cryo-Cell International
CCEL
$36.8M
| $44.9K | ﹤0.01% |
14,064
+4,046
| +40% | +$14.4K |
|
12868
BT Brands
BTBD
$8.1M
| $44.5K | ﹤0.01% |
+41,628
| New | +$60.2K |
|
12869
CXApp
CXAI
$9M
| $44.4K | ﹤0.01% |
4,767
+4,016
| +535% | +$37K |
|
12870
Xerox
XRX
$381M
| $44.4K | ﹤0.01% |
14,179
-63,595
| -82% | -$159K |
|
12871
Aclarion
ACON
$7.81M
| $44.2K | ﹤0.01% |
+15,355
| New | +$49.8K |
|
|
SPKLW
12872
Spark I Acquisition Corp Warrant
SPKLW
$6.2M
| $44.2K | ﹤0.01% |
+18,426
| New | +$18.1K |
|
12873
AEye
LIDR
$59M
| $44.2K | ﹤0.01% |
30,696
-23,270
| -43% | -$42K |
|
12874
Rani Therapeutics
RANI
$102M
| $43.9K | ﹤0.01% |
57,790
-130,432
| -69% | -$116K |
|
12875
CALL
AdvisorShares Pure Cannabis ETF
YOLO
$35.9M
| $43.9K | ﹤0.01% |
+15,200
| New | +$45K |
|
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.