1y return+29.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $135 against $127 in the S&P 500.2
Susquehanna Advisors Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $496.3M | 14.3% | |
| Super Micro Computer IncCUSIP 86800U500 | $301.9M | 8.7% | New |
| Boeing CoCUSIP 097023204 | $206.9M | 5.9% | New |
| GEVGe Vernova Inc | $176.2M | 5.1% | New |
| TSMTaiwan Semiconductor Manufac | $173.5M | 5.0% | +12.3% |
| BABAAlibaba Group Hldg Ltd | $155.4M | 4.5% | New |
| PFEPfizer Inc | $144.5M | 4.2% | +20.0% |
| JDJd.com Inc | $141.6M | 4.1% | New |
| NVDANvidia Corporation | $139.6M | 4.0% | New |
| MAMastercard Incorporated | $136.1M | 3.9% | |
| GOOGLAlphabet Inc | $133.9M | 3.8% | New |
| NOWServicenow Inc | $128.1M | 3.7% | New |
| GOOGAlphabet Inc | $120.0M | 3.4% | New |
| NFLXNetflix Inc. | $117.4M | 3.4% | New |
| HLTHilton Worldwide Hldgs Inc | $106.0M | 3.0% | New |
| NNNextnav Inc | $99.0M | 2.8% | |
| Apollo Global Mgmt IncCUSIP 03769M304 | $83.8M | 2.4% | |
| XRTSpdr Series Trust | $65.8M | 1.9% | |
| Nextera Energy IncCUSIP 65339F663 | $57.7M | 1.7% | +135.9% |
| Microchip Technology Inc.CUSIP 595017302 | $53.7M | 1.5% | New |
| Nextera Energy IncCUSIP 65339F655 | $51.7M | 1.5% | −20.3% |
| Hewlett Packard Enterprise CCUSIP 42824C208 | $46.3M | 1.3% | −54.3% |
| Oracle CorpCUSIP 68389X204 | $35.3M | 1.0% | |
| Albemarle CorpCUSIP 012653200 | $33.2M | 1.0% | −33.3% |
| Shift4 Pmts IncCUSIP 82452J307 | $32.4M | 0.9% | −4.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| COMPCompass Inc | December 31, 2024 | +110.8% | $5.1M |
| Hewlett Packard Enterprise CCUSIP 42824C208 | December 31, 2025 | +73.4% | $46.3M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $173.5M |
| Albemarle CorpCUSIP 012653200 | September 30, 2025 | +46.1% | $33.2M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $496.3M |
| VTIVanguard Index Fds | December 31, 2024 | +27.7% | $8.1M |
| CCChemours Co | December 31, 2024 | +21.4% | $4.9M |
| NNNextnav Inc | December 31, 2024 | +14.6% | $99.0M |
| XRTSpdr Series Trust | December 31, 2024 | +10.2% | $65.8M |
| Oracle CorpCUSIP 68389X204 | March 31, 2026 | −0.1% | $35.3M |
Sold off last quarter
- SHOPShopify Inc was $104.2M
- ORCLOracle Corp was $101.5M
- NKENike Inc was $95.1M
- SESea Ltd was $73.7M
- EQXEquinox Gold Corp was $20.2M
- CRGYCrescent Energy Company was $14.5M
- IAGIamgold Corp was $9.6M
- AEMAgnico Eagle Mines Ltd was $7.9M
- Whirlpool CorpCUSIP 963320205 was $7.2M
- TDToronto Dominion Bk Ont was $6.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +6.4% | +2.4% |
| September 30, 2025 | +13.9% | +7.8% |
| June 30, 2025 | +16.3% | +10.5% |
| March 31, 2025 | −10.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Susquehanna Advisors Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1444949&type=13F-HR&dateb=&owner=include&count=40CIK 1444949
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1444949/000144494926000014/Filed August 14, 2026 · accession 0001444949-26-000014