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 | |
|---|---|---|---|---|---|---|
|
DTSTW
12951
DELISTED
Data Storage Corp Warrant
DTSTW
| $8.9K | ﹤0.01% |
134,304
+55,580
| +71% | +$6.88K |
|
12952
Freightos Ltd Warrant
CRGOW
| $8.78K | ﹤0.01% |
58,161
+47,512
| +446% | +$9.89K |
|
|
QUCY
12953
Quantum Cyber N.V.
QUCY
$117M
| $8.77K | ﹤0.01% |
+18,517
| New | +$16.3K |
|
|
SLGB
12954
Smart Logistics Global
SLGB
$22.9M
| $8.65K | ﹤0.01% |
+11,856
| New | +$16.1K |
|
12955
Better Home & Finance Warrant
BETRW
$1.59M
| $8.6K | ﹤0.01% |
29,647
-17,305
| -37% | -$3.82K |
|
|
SBCWW
12956
SBC Medical Group Warrants
SBCWW
$3.68M
| $8.48K | ﹤0.01% |
28,270
-35,786
| -56% | -$10.1K |
|
|
SLAI
12957
DELISTED
SOLAI Ltd ADS
SLAI
| $8.37K | ﹤0.01% |
1,519
-2,493
| -62% | -$15.6K |
|
12958
CALL
BRC Inc
BRCC
$124M
| $8.35K | ﹤0.01% |
+1,070
| New | +$9.01K |
|
12959
BuzzFeed
BZFD
$90.8M
| $8.18K | ﹤0.01% |
13,444
-104,795
| -89% | -$85.4K |
|
|
TRIB
12960
CALL
Trinity Biotech
TRIB
$7.9M
| $7.72K | ﹤0.01% |
477
+117
| +33% | +$2.58K |
|
|
NVX
12961
PUT
NOVONIX
NVX
$104M
| $7.59K | ﹤0.01% |
11,000
-27,600
| -72% | -$26.8K |
|
12962
CALL
Offerpad Solutions
OPAD
$21M
| $7.59K | ﹤0.01% |
1,150
-760
| -40% | -$7.46K |
|
12963
My Size
MYSZ
$1.76M
| $7.57K | ﹤0.01% |
1,638
+136
| +9% | +$739 |
|
12964
Nexalin Technology
NXL
$7.86M
| $7.29K | ﹤0.01% |
20,928
+2,054
| +11% | +$1.07K |
|
|
HVIIR
12965
Hennessy Capital Investment Corp VII Rights
HVIIR
| $7.28K | ﹤0.01% |
+25,558
| New | +$7.06K |
|
|
NOTV
12966
DELISTED
Inotiv
NOTV
| $7.2K | ﹤0.01% |
26,432
-51,474
| -66% | -$21.2K |
|
12967
Matinas BioPharma
MTNB
$3.05M
| $7.16K | ﹤0.01% |
14,328
-6,785
| -32% | -$4.25K |
|
12968
CXApp
CXAI
$9.05M
| $6.78K | ﹤0.01% |
751
-1,819
| -71% | -$22.6K |
|
12969
BioAtla
BCAB
$5.28M
| $6.29K | ﹤0.01% |
781
-853
| -52% | -$9.98K |
|
|
DAIC
12970
CID HoldCo Inc
DAIC
$6.12M
| $6.17K | ﹤0.01% |
+1,438
| New | +$11.4K |
|
12971
Royalty Management Holding Warrant
RMCOW
$1.65M
| $6.15K | ﹤0.01% |
23,920
+11,241
| +89% | +$2.11K |
|
|
CANG
12972
Cango Inc
CANG
$92.7M
| $6.05K | ﹤0.01% |
1,471
-204
| -12% | -$1.94K |
|
12973
New Horizon Aircraft Ltd
HOVRW
$12M
| $5.89K | ﹤0.01% |
18,408
-38,938
| -68% | -$14.4K |
|
|
NXXT
12974
NextNRG Inc
NXXT
$39.5M
| $5.79K | ﹤0.01% |
+14,462
| New | +$11.4K |
|
|
SAFX
12975
XCF Global Inc
SAFX
$151M
| $5.76K | ﹤0.01% |
+15,769
| New | +$3.71K |
|
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.