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 | |
|---|---|---|---|---|---|---|
2326
CBRE Group
CBRE
$43.9B
| $22.5M | ﹤0.01% |
167,392
+74,949
| +81% | +$10.3M |
|
2327
CALL
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
| $22.5M | ﹤0.01% |
189,400
+100,200
| +112% | +$11.5M |
|
2328
Parker-Hannifin
PH
$128B
| $22.5M | ﹤0.01% |
23,028
+8,667
| +60% | +$7.94M |
|
2329
CALL
Mobileye
MBLY
$7.38B
| $22.5M | ﹤0.01% |
2,325,300
+1,362,700
| +142% | +$12.1M |
|
2330
APA Corp
APA
$14.5B
| $22.5M | ﹤0.01% |
691,008
+516,036
| +295% | +$19.4M |
|
2331
CALL
United States Copper Index Fund
CPER
$762M
| $22.5M | ﹤0.01% |
595,500
+418,900
| +237% | +$15.8M |
|
2332
CALL
Toyota
TM
$228B
| $22.5M | ﹤0.01% |
133,300
+24,900
| +23% | +$4.72M |
|
|
GREK
2333
PUT
Global X MSCI Greece ETF
GREK
$343M
| $22.4M | ﹤0.01% |
297,200
-27,000
| -8% | -$1.95M |
|
2334
PUT
Regal Rexnord
RRX
$10.8B
| $22.4M | ﹤0.01% |
93,900
-6,800
| -7% | -$1.42M |
|
2335
PUT
Starwood Property Trust
STWD
$5.97B
| $22.3M | ﹤0.01% |
1,364,100
+21,500
| +2% | +$374K |
|
|
TE
2336
T1 Energy
TE
$1.37B
| $22.3M | ﹤0.01% |
2,350,599
+839,508
| +56% | +$5.97M |
|
2337
PUT
Restaurant Brands International
QSR
$28.4B
| $22.3M | ﹤0.01% |
307,200
-19,300
| -6% | -$1.47M |
|
2338
CALL
Insight Enterprises
NSIT
$4.42B
| $22.2M | ﹤0.01% |
+182,500
| New | +$16.7M |
|
2339
CALL
First Horizon
FHN
$11.6B
| $22.2M | ﹤0.01% |
866,700
-380,700
| -31% | -$9.28M |
|
|
P
2340
Everpure Inc
P
$34.2B
| $22.2M | ﹤0.01% |
281,919
-105,893
| -27% | -$7.76M |
|
2341
Host Hotels & Resorts
HST
$15.8B
| $22.2M | ﹤0.01% |
936,685
+638,947
| +215% | +$14.3M |
|
2342
CALL
WIX.com
WIX
$3.6B
| $22.2M | ﹤0.01% |
489,500
-312,100
| -39% | -$19.3M |
|
2343
Suncor Energy
SU
$76.4B
| $22.2M | ﹤0.01% |
413,603
+349,111
| +541% | +$22.1M |
|
2344
CALL
Capri Holdings
CPRI
$1.51B
| $22.2M | ﹤0.01% |
1,195,300
-340,300
| -22% | -$6.53M |
|
|
2345
Vanguard Total International Stock ETF
VXUS
$165B
| $22.2M | ﹤0.01% |
259,591
-6,073,777
| -96% | -$509M |
|
|
WCC
2346
PUT
WESCO International
WCC
$16.5B
| $22.2M | ﹤0.01% |
64,200
+18,600
| +41% | +$6.31M |
|
2347
Targa Resources
TRGP
$61.5B
| $22.2M | ﹤0.01% |
82,631
+39,921
| +93% | +$10.3M |
|
|
DFTX
2348
PUT
Definium Therapeutics
DFTX
$6.02B
| $22.2M | ﹤0.01% |
471,000
+254,800
| +118% | +$6.3M |
|
2349
CALL
Direxion Daily AMZN Bull 2X ETF
AMZU
$293M
| $22.1M | ﹤0.01% |
666,400
+59,300
| +10% | +$2.27M |
|
2350
Hubbell
HUBB
$24.5B
| $22.1M | ﹤0.01% |
42,304
+39,083
| +1,213% | +$19.7M |
|
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.