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 | |
|---|---|---|---|---|---|---|
|
PPLT
2251
PUT
abrdn Physical Platinum Shares ETF
PPLT
$2.22B
| $24.2M | ﹤0.01% |
1,715,500
-337,500
| -16% | -$5.87M |
|
2252
CALL
Methanex
MEOH
$4.42B
| $24.2M | ﹤0.01% |
524,200
+368,000
| +236% | +$21.7M |
|
|
FIGR
2253
PUT
Figure Technology Solutions
FIGR
$9.23B
| $24.2M | ﹤0.01% |
787,600
-303,100
| -28% | -$10.1M |
|
2254
CALL
Plug Power
PLUG
$3.17B
| $24.2M | ﹤0.01% |
8,917,100
-1,263,800
| -12% | -$3.97M |
|
2255
Stryker
SYK
$127B
| $24.2M | ﹤0.01% |
76,719
+48,109
| +168% | +$15.2M |
|
|
XIFR
2256
CALL
XPLR Infrastructure LP
XIFR
$1.1B
| $24.1M | ﹤0.01% |
2,039,000
+563,800
| +38% | +$6.3M |
|
2257
CALL
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.2B
| $24M | ﹤0.01% |
273,500
-500
| -0.2% | -$42.7K |
|
2258
PUT
BioMarin Pharmaceuticals
BMRN
$12.8B
| $24M | ﹤0.01% |
420,100
+4,900
| +1% | +$268K |
|
2259
CALL
MSCI
MSCI
$41B
| $24M | ﹤0.01% |
42,900
-2,500
| -6% | -$1.46M |
|
2260
PUT
Rollins
ROL
$17.5B
| $24M | ﹤0.01% |
575,500
+542,800
| +1,660% | +$27.7M |
|
2261
PUT
M&T Bank
MTB
$34.7B
| $24M | ﹤0.01% |
100,900
-7,400
| -7% | -$1.62M |
|
2262
CALL
Compass
COMP
$9.06B
| $24M | ﹤0.01% |
1,945,500
-61,300
| -3% | -$511K |
|
2263
CALL
Canadian National Railway
CNI
$76.9B
| $23.9M | ﹤0.01% |
200,800
+119,200
| +146% | +$13.6M |
|
2264
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$294M
| $23.9M | ﹤0.01% |
685,023
+45,141
| +7% | +$1.6M |
|
2265
CALL
XPO
XPO
$22.5B
| $23.9M | ﹤0.01% |
116,400
-2,000
| -2% | -$423K |
|
2266
CALL
Iridium Communications
IRDM
$4.99B
| $23.9M | ﹤0.01% |
435,600
+95,900
| +28% | +$4.1M |
|
|
XYZ
2267
Block Inc
XYZ
$49.7B
| $23.9M | ﹤0.01% |
314,185
+61,496
| +24% | +$4.32M |
|
|
PRMB
2268
Primo Brands
PRMB
$8.45B
| $23.8M | ﹤0.01% |
974,462
+305,547
| +46% | +$6.78M |
|
2269
Generac Holdings
GNRC
$11.9B
| $23.8M | ﹤0.01% |
81,320
-123,946
| -60% | -$31M |
|
2270
Emcor
EME
$32.6B
| $23.8M | ﹤0.01% |
28,673
+25,382
| +771% | +$21.5M |
|
|
GTLS
2271
DELISTED
Chart Industries
GTLS
| $23.7M | ﹤0.01% |
113,617
+98,068
| +631% | +$20.4M |
|
2272
PUT
Archer Daniels Midland
ADM
$38.2B
| $23.7M | ﹤0.01% |
310,500
-67,500
| -18% | -$5.14M |
|
2273
CleanSpark
CLSK
$3.27B
| $23.7M | ﹤0.01% |
1,630,332
-852,829
| -34% | -$12M |
|
2274
CALL
FLEX LNG
FLNG
$1.73B
| $23.7M | ﹤0.01% |
844,900
-87,800
| -9% | -$2.71M |
|
2275
CALL
Yum China
YUMC
$16.6B
| $23.7M | ﹤0.01% |
578,800
+19,200
| +3% | +$879K |
|
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.