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 | Technology | 2.02% |
| 2 | Consumer Discretionary | 0.76% |
| 3 | Healthcare | 0.56% |
| 4 | Financials | 0.54% |
| 5 | Communication Services | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
12876
Quince Therapeutics
QNCX
$32M
| $17.5K | ﹤0.01% |
863
-862
| -50% | -$173K |
|
|
IH
12877
iHuman
IH
$61.8M
| $17.4K | ﹤0.01% |
10,212
-92
| -0.9% | -$171 |
|
12878
Arcadia Biosciences
RKDA
$1.2M
| $17.4K | ﹤0.01% |
+12,614
| New | +$24.7K |
|
12879
PUT
Offerpad Solutions
OPAD
$21.6M
| $17.2K | ﹤0.01% |
2,610
-1,590
| -38% | -$15.6K |
|
12880
CALL
Tiziana Life Sciences
TLSA
$139M
| $17.2K | ﹤0.01% |
+14,700
| New | +$20.8K |
|
12881
Oxbridge Re Holdings
OXBR
$10.3M
| $17.1K | ﹤0.01% |
14,510
-21,621
| -60% | -$23.4K |
|
|
BZAIW
12882
Blaize Holdings Warrants
BZAIW
$4.12M
| $17K | ﹤0.01% |
+48,541
| New | +$17.3K |
|
12883
Cytosorbents Corp
CTSO
$22.6M
| $17K | ﹤0.01% |
29,945
-53,418
| -64% | -$36.5K |
|
12884
Definitive Healthcare
DH
$79.9M
| $16.8K | ﹤0.01% |
13,635
-31,355
| -70% | -$54.5K |
|
|
EONR.WS
12885
EON Resources Warrants
EONR.WS
$1.43M
| $16.7K | ﹤0.01% |
+147,273
| New | +$11.4K |
|
12886
Cardlytics
CDLX
$24.7M
| $16.7K | ﹤0.01% |
1,592
-12,195
| -88% | -$119K |
|
12887
GigaMedia
GIGM
$15.8M
| $16.7K | ﹤0.01% |
11,666
-2,700
| -19% | -$4.11K |
|
12888
CalciMedica
CALC
$17.7M
| $16.6K | ﹤0.01% |
+30,716
| New | +$62.3K |
|
12889
TDH Holdings
PETZ
$12.5M
| $16.5K | ﹤0.01% |
13,790
-4,175
| -23% | -$4.67K |
|
|
OPTU
12890
PUT
Optimum Communications Inc
OPTU
$397M
| $16.5K | ﹤0.01% |
+12,700
| New | +$20K |
|
12891
PUT
GrowGeneration
GRWG
$101M
| $16.2K | ﹤0.01% |
14,700
+3,300
| +29% | +$4.11K |
|
12892
Waldencast
WALD
$177M
| $16.1K | ﹤0.01% |
+16,991
| New | +$27K |
|
|
IPM
12893
Intelligent Protection Management Corp
IPM
$16.8M
| $15.9K | ﹤0.01% |
+10,374
| New | +$17.9K |
|
12894
CALL
Talphera
TLPH
$64.9M
| $15.7K | ﹤0.01% |
20,900
+6,500
| +45% | +$5.88K |
|
12895
SurgePays
SURG
$4.22M
| $15.5K | ﹤0.01% |
20,699
+564
| +3% | +$623 |
|
|
POM
12896
Pomdoctor Ltd
POM
$7.14M
| $15.2K | ﹤0.01% |
+3,282
| New | +$16.8K |
|
|
ORIO
12897
CALL
Orion Digital Corp
ORIO
$19.5M
| $15K | ﹤0.01% |
16,000
-6,400
| -29% | -$7.12K |
|
12898
Biote Corp
BTMD
$44.7M
| $14.8K | ﹤0.01% |
10,932
-3,306
| -23% | -$6.64K |
|
|
MREO
12899
PUT
Mereo BioPharma
MREO
$45.2M
| $14.7K | ﹤0.01% |
44,400
+8,100
| +22% | +$3.48K |
|
|
PGYWW
12900
Pagaya Technologies Ltd Warrants
PGYWW
$1.08M
| $14.5K | ﹤0.01% |
326,655
+209,453
| +179% | +$41.8K |
|
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 deployed $70.6B of net new capital in Q1 2026, opening 2,388 new positions and adding to 5,757 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 830,625 shares worth $54.1M.
By sector, the portfolio is most concentrated in Technology at 2% of assets, up from 1.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was JPMorgan International Research Enhanced Equity ETF, an estimated $785M trimmed.
- 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.