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 | |
|---|---|---|---|---|---|---|
2401
CALL
Fastly Inc
FSLY
$3.66B
| $21.3M | ﹤0.01% |
1,160,800
-938,700
| -45% | -$20.4M |
|
2402
PUT
Valaris
VAL
$5.95B
| $21.3M | ﹤0.01% |
293,300
-231,400
| -44% | -$21.5M |
|
|
QNT
2403
CALL
Quantinuum Inc
QNT
$1.99B
| $21.3M | ﹤0.01% |
+260,400
| New | +$16.7M |
|
2404
CALL
Tyson Foods
TSN
$20.1B
| $21.2M | ﹤0.01% |
371,000
-158,000
| -30% | -$9.89M |
|
2405
AngloGold Ashanti
AU
$62.4B
| $21.2M | ﹤0.01% |
262,540
+80,495
| +44% | +$7.64M |
|
2406
CALL
Aptiv
APTV
$9.68B
| $21.2M | ﹤0.01% |
345,500
+126,000
| +57% | +$7.71M |
|
2407
CALL
Matador Resources
MTDR
$6.87B
| $21.2M | ﹤0.01% |
425,600
-227,100
| -35% | -$12.9M |
|
|
SHAZ
2408
CALL
SharonAI Holdings
SHAZ
$2.18B
| $21.2M | ﹤0.01% |
+250,200
| New | +$14.1M |
|
|
HIMZ
2409
CALL
Defiance Daily Target 2X Long HIMS ETF
HIMZ
$72.8M
| $21.2M | ﹤0.01% |
434,100
+29,500
| +7% | +$996K |
|
2410
CALL
Krystal Biotech
KRYS
$10.5B
| $21.1M | ﹤0.01% |
56,900
-35,800
| -39% | -$10.7M |
|
2411
BILL Holdings
BILL
$4.75B
| $21.1M | ﹤0.01% |
583,747
+145,593
| +33% | +$5.36M |
|
|
NNE
2412
CALL
Nano Nuclear Energy
NNE
$1.03B
| $21.1M | ﹤0.01% |
998,400
+21,600
| +2% | +$532K |
|
2413
CALL
Xcel Energy
XEL
$48.2B
| $21.1M | ﹤0.01% |
262,400
-277,800
| -51% | -$22.2M |
|
2414
Bitdeer Technologies
BTDR
$3.07B
| $21.1M | ﹤0.01% |
1,327,644
-66,283
| -5% | -$952K |
|
2415
PUT
Molson Coors Class B
TAP
$7.83B
| $21M | ﹤0.01% |
539,200
+45,500
| +9% | +$1.9M |
|
2416
CALL
Commault Systems
CVLT
$5.44B
| $21M | ﹤0.01% |
148,200
+65,900
| +80% | +$7.08M |
|
2417
Casey's General Stores
CASY
$30.5B
| $21M | ﹤0.01% |
26,419
+22,973
| +667% | +$18.5M |
|
2418
PUT
Ally Financial
ALLY
$13B
| $21M | ﹤0.01% |
456,900
-345,400
| -43% | -$15M |
|
|
SHAZ
2419
PUT
SharonAI Holdings
SHAZ
$2.18B
| $21M | ﹤0.01% |
+247,800
| New | +$14M |
|
2420
PUT
SBA Communications
SBAC
$19.9B
| $20.9M | ﹤0.01% |
118,700
+46,700
| +65% | +$9.63M |
|
|
HNGE
2421
PUT
Hinge Health
HNGE
$7.25B
| $20.9M | ﹤0.01% |
252,300
+97,400
| +63% | +$5.29M |
|
2422
CALL
Teledyne Technologies
TDY
$29.1B
| $20.9M | ﹤0.01% |
31,400
+5,400
| +21% | +$3.4M |
|
2423
Mobileye
MBLY
$7.38B
| $20.9M | ﹤0.01% |
2,162,616
-863,852
| -29% | -$7.7M |
|
2424
CALL
Direxion Daily NVDA Bull 2X ETF
NVDU
$521M
| $20.9M | ﹤0.01% |
176,600
-153,800
| -47% | -$20.1M |
|
2425
CALL
Pitney Bowes
PBI
$2.34B
| $20.9M | ﹤0.01% |
1,194,700
+121,700
| +11% | +$1.86M |
|
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.