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 | |
|---|---|---|---|---|---|---|
|
BRAG
13001
Bragg Gaming Group
BRAG
$46.9M
| $24.7K | ﹤0.01% |
+14,356
| New | +$26.3K |
|
13002
GrowGeneration
GRWG
$101M
| $24.4K | ﹤0.01% |
16,515
-51,872
| -76% | -$73.5K |
|
13003
CALL
Martin Midstream Partners
MMLP
$88.8M
| $24.3K | ﹤0.01% |
10,500
+500
| +5% | +$1.28K |
|
13004
BioXcel Therapeutics
BTAI
$25.2M
| $24.3K | ﹤0.01% |
+17,200
| New | +$20.1K |
|
|
ORIO
13005
CALL
Orion Digital Corp
ORIO
$21.3M
| $24.2K | ﹤0.01% |
28,500
+12,500
| +78% | +$12K |
|
|
LKSPR
13006
Lake Superior Acquisition Corp Rights
LKSPR
| $24.1K | ﹤0.01% |
22,948
+2,840
| +14% | +$2.8K |
|
|
RIME
13007
Algorhythm Holdings
RIME
$5.85M
| $24K | ﹤0.01% |
+41,931
| New | +$35.1K |
|
|
IH
13008
iHuman
IH
$62.9M
| $23.7K | ﹤0.01% |
16,945
+6,733
| +66% | +$10.8K |
|
13009
Valens Semiconductor
VLN
$196M
| $23.4K | ﹤0.01% |
10,375
-52,178
| -83% | -$117K |
|
13010
CALL
Douglas Elliman
DOUG
$175M
| $23.2K | ﹤0.01% |
+13,100
| New | +$23.5K |
|
|
DDL
13011
PUT
Dingdong
DDL
$540M
| $23.2K | ﹤0.01% |
12,000
-128,600
| -91% | -$319K |
|
13012
TScan Therapeutics
TCRX
$52.8M
| $23.2K | ﹤0.01% |
23,623
-133,605
| -85% | -$142K |
|
13013
Sentage Holdings
SNTG
$4.83M
| $22.9K | ﹤0.01% |
+11,401
| New | +$23.8K |
|
13014
CALL
Talphera
TLPH
$61.8M
| $22.7K | ﹤0.01% |
22,000
+1,100
| +5% | +$938 |
|
13015
CALL
Flux Power
FLUX
$12.8M
| $22.6K | ﹤0.01% |
+26,300
| New | +$28K |
|
13016
Nerdy
NRDY
$89.8M
| $22.6K | ﹤0.01% |
1,643
-2,600
| -61% | -$34K |
|
13017
BuzzFeed
BZFD
$92.5M
| $22.4K | ﹤0.01% |
15,335
+1,891
| +14% | +$2.17K |
|
13018
CALL
PSQ Holdings
PSQH
$20.3M
| $22.3K | ﹤0.01% |
3,713
-1,887
| -34% | -$16.7K |
|
|
ALLR
13019
Allarity Therapeutics
ALLR
$22.6M
| $22.2K | ﹤0.01% |
+17,221
| New | +$24.4K |
|
|
SNT
13020
Senstar Technologies
SNT
$40.8M
| $22.1K | ﹤0.01% |
11,444
-4,050
| -26% | -$10.8K |
|
13021
XTI Aerospace
XTIA
$57.3M
| $22.1K | ﹤0.01% |
+12,184
| New | +$23.3K |
|
13022
PUT
Clarivate
CLVT
$1.33B
| $22K | ﹤0.01% |
10,200
| – | – |
|
|
JF
13023
J and Friends Holdings
JF
$16.9M
| $21.9K | ﹤0.01% |
+20,664
| New | +$21K |
|
13024
Inuvo
INUV
$12M
| $21.8K | ﹤0.01% |
17,322
+3,375
| +24% | +$5.69K |
|
13025
bioAffinity Technologies
BIAF
$216K
| $21.8K | ﹤0.01% |
+26,870
| New | +$54.9K |
|
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.