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 | |
|---|---|---|---|---|---|---|
|
NMG
12876
CALL
Nouveau Monde Graphite
NMG
$494M
| $43.8K | ﹤0.01% |
29,200
+16,900
| +137% | +$31.9K |
|
12877
374Water
SCWO
$42.9M
| $43.6K | ﹤0.01% |
22,956
-14,072
| -38% | -$35.7K |
|
|
CNTB
12878
PUT
Connect Biopharma Holdings
CNTB
$149M
| $43.6K | ﹤0.01% |
18,300
-12,100
| -40% | -$29.3K |
|
|
ACTU
12879
Actuate Therapeutics
ACTU
$30.5M
| $43.1K | ﹤0.01% |
+28,182
| New | +$65.3K |
|
12880
PUT
8x8 Inc
EGHT
$290M
| $43.1K | ﹤0.01% |
+25,200
| New | +$50.7K |
|
12881
PUT
Lexicon Pharmaceuticals
LXRX
$1.02B
| $43K | ﹤0.01% |
17,900
-66,500
| -79% | -$130K |
|
12882
Cosan
CSAN
$2.71B
| $42.9K | ﹤0.01% |
+14,909
| New | +$52.8K |
|
12883
NexGel
NXGL
$3.22M
| $42.7K | ﹤0.01% |
+85,140
| New | +$50K |
|
|
OLPX
12884
DELISTED
Olaplex Holdings
OLPX
| $42.5K | ﹤0.01% |
20,746
-220,443
| -91% | -$449K |
|
12885
enGene Therapeutics
ENGN
$119M
| $42.3K | ﹤0.01% |
+24,470
| New | +$99.8K |
|
12886
FingerMotion
FNGR
$13.5M
| $42.2K | ﹤0.01% |
111,665
-3,437
| -3% | -$2.75K |
|
|
IPST
12887
IP Strategy Holdings
IPST
$6.96M
| $41.8K | ﹤0.01% |
+17,783
| New | +$95.6K |
|
12888
PUT
Gogo Inc
GOGO
$363M
| $41.5K | ﹤0.01% |
13,400
-1,900
| -12% | -$7.75K |
|
12889
Conduent
CNDT
$250M
| $41.4K | ﹤0.01% |
28,346
-65,589
| -70% | -$102K |
|
12890
CALL
SelectQuote
SLQT
$146M
| $41.3K | ﹤0.01% |
+49,200
| New | +$44.8K |
|
12891
PUT
NeoVolta
NEOV
$197M
| $41.3K | ﹤0.01% |
+13,100
| New | +$33.2K |
|
12892
CALL
Ribbon Communications
RBBN
$363M
| $41.2K | ﹤0.01% |
17,600
-5,100
| -22% | -$13.5K |
|
12893
NeuroOne Medical Technologies
NMTC
$18.5M
| $41.1K | ﹤0.01% |
+13,520
| New | +$55.2K |
|
|
SJT
12894
CALL
San Juan Basin Royalty Trust
SJT
$127M
| $41.1K | ﹤0.01% |
12,800
+600
| +5% | +$2.42K |
|
12895
CALL
Torrid Holdings
CURV
$220M
| $40.8K | ﹤0.01% |
21,800
-609,700
| -97% | -$1.07M |
|
|
WPRT
12896
Westport Fuel Systems
WPRT
$34.8M
| $40.7K | ﹤0.01% |
+18,017
| New | +$36.2K |
|
|
DEFT
12897
PUT
Defi Technologies
DEFT
$223M
| $40K | ﹤0.01% |
78,400
-3,300
| -4% | -$2.24K |
|
12898
Shengfeng Development Ltd
SFWL
$70.1M
| $39.7K | ﹤0.01% |
43,738
+3,783
| +9% | +$3.45K |
|
12899
Barfresh Food Group
BRFH
$20.2M
| $39.7K | ﹤0.01% |
+19,854
| New | +$47.9K |
|
|
AIFC
12900
CALL
AI Financial Corp
AIFC
$94.5M
| $39.5K | ﹤0.01% |
67,000
-16,500
| -20% | -$13.8K |
|
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.