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 | |
|---|---|---|---|---|---|---|
2351
PUT
TripAdvisor
TRIP
$1.18B
| $22.1M | ﹤0.01% |
1,614,400
+849,200
| +111% | +$9.61M |
|
2352
PUT
United States Natural Gas Fund
UNG
$515M
| $22.1M | ﹤0.01% |
1,887,300
-257,100
| -12% | -$2.87M |
|
2353
CALL
New York Times
NYT
$11.1B
| $22.1M | ﹤0.01% |
316,000
+228,900
| +263% | +$17.6M |
|
2354
Old Dominion Freight Line
ODFL
$41.1B
| $22.1M | ﹤0.01% |
102,075
+58,391
| +134% | +$12.6M |
|
2355
PUT
JFrog
FROG
$11B
| $22.1M | ﹤0.01% |
243,200
+66,500
| +38% | +$4.32M |
|
2356
PUT
C3.ai
AI
$1.52B
| $22.1M | ﹤0.01% |
2,428,100
+21,800
| +0.9% | +$207K |
|
2357
TD Synnex
SNX
$20.1B
| $22M | ﹤0.01% |
82,383
+52,725
| +178% | +$12.7M |
|
2358
PUT
Kohl's
KSS
$2B
| $22M | ﹤0.01% |
1,242,100
-726,300
| -37% | -$10.8M |
|
2359
Darling Ingredients
DAR
$9.88B
| $22M | ﹤0.01% |
402,959
+357,254
| +782% | +$21.3M |
|
2360
PUT
YieldMax Ultra Option Income Strategy ETF
ULTY
$762M
| $21.9M | ﹤0.01% |
742,300
-47,200
| -6% | -$1.47M |
|
2361
CALL
Shoals Technologies Group
SHLS
$1.16B
| $21.9M | ﹤0.01% |
2,216,000
+461,900
| +26% | +$4.19M |
|
2362
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
| $21.9M | ﹤0.01% |
41,991
+29,553
| +238% | +$14.8M |
|
2363
HP
HPQ
$27B
| $21.9M | ﹤0.01% |
999,302
-246,184
| -20% | -$5.45M |
|
2364
CALL
Fox Class A
FOXA
$29.6B
| $21.9M | ﹤0.01% |
420,000
+302,200
| +257% | +$18.7M |
|
2365
CALL
Hubbell
HUBB
$24.5B
| $21.9M | ﹤0.01% |
41,800
+31,900
| +322% | +$16.1M |
|
2366
CALL
Vodafone
VOD
$37.3B
| $21.9M | ﹤0.01% |
1,652,300
-282,500
| -15% | -$4.28M |
|
2367
PUT
Travere Therapeutics
TVTX
$6.32B
| $21.9M | ﹤0.01% |
384,700
+8,000
| +2% | +$355K |
|
2368
CALL
Idexx Laboratories
IDXX
$43.3B
| $21.8M | ﹤0.01% |
41,500
-4,000
| -9% | -$2.24M |
|
2369
Popular Inc
BPOP
$10.8B
| $21.8M | ﹤0.01% |
132,952
-6,594
| -5% | -$995K |
|
2370
PUT
Bunge Global
BG
$21.5B
| $21.8M | ﹤0.01% |
204,500
+105,300
| +106% | +$12.9M |
|
|
AVB
2371
DELISTED
AvalonBay Communities
AVB
| $21.8M | ﹤0.01% |
115,482
+52,213
| +83% | +$9.44M |
|
2372
CALL
Weatherford International
WFRD
$6.32B
| $21.8M | ﹤0.01% |
267,100
+195,300
| +272% | +$19.8M |
|
2373
Mondelez International
MDLZ
$80.4B
| $21.8M | ﹤0.01% |
376,217
-122,367
| -25% | -$7.37M |
|
2374
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.32B
| $21.7M | ﹤0.01% |
245,303
+78,831
| +47% | +$7.66M |
|
2375
CALL
Papa John's
PZZA
$794M
| $21.7M | ﹤0.01% |
590,200
+122,800
| +26% | +$4.24M |
|
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.