Skip to main content
Livermore
Livermore
ZHEN

Susquehanna Advisors Group, Inc.

SEC CIK
0001444949
Latest filing
Aug 14, 2026

The latest 13F from Susquehanna Advisors Group, Inc. covers Q2 2026 (filed Aug 14, 2026): 117 long positions worth $3.64B. The top 10 holdings make up 56.9% of the portfolio, and the largest is Invesco QQQ Trust Series I at 13.6%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
66
Est. +$2.04B
Added
7
Est. +$93.3M
Reduced
13
Est. −$105.2M
Sold out
63
Est. −$708.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. Invesco QQQ Trust Series I46090E103
    13.6%$496.3M
  2. SMCIPSuper Micro Computer, Inc.
    8.3%$301.9MHistory
  3. BA.PABoeing Co
    5.7%$206.9MHistory
  4. GEVGE Vernova Inc.
    4.8%$176.2MHistory
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    4.8%$173.5MHistory

Share of portfolio

Top 5 holdings and the other 112 positions, by share of portfolio value

  1. Invesco QQQ Trust Series I13.6%
  2. SMCIP8.3%
  3. BA.PA5.7%
  4. GEV4.8%
  5. TSM4.8%
  6. Other 112 positions62.8%

Biggest buys

New and added positions, by estimated amount bought

  1. SMCIPSuper Micro Computer, Inc.
    +$301.9MNewHistory
  2. BA.PABoeing Co
    +$206.9MNewHistory
  3. GEVGE Vernova Inc.
    +$176.2MNewHistory
  4. BABAAlibaba Group Holding Ltd
    +$155.4MNewHistory
  5. JDJD.com, Inc.
    +$141.6MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SMCIPSuper Micro Computer, Inc.
    +8.30 pp0.0% → 8.3%History
  2. BA.PABoeing Co
    +5.69 pp0.0% → 5.7%History
  3. GEVGE Vernova Inc.
    +4.84 pp0.0% → 4.8%History
  4. BABAAlibaba Group Holding Ltd
    +4.27 pp0.0% → 4.3%History
  5. JDJD.com, Inc.
    +3.89 pp0.0% → 3.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SHOPShopify Inc.
    −$104.2MSold outHistory
  2. ORCLOracle Corp
    −$101.5MSold outHistory
  3. NKENIKE, Inc.
    −$95.1MSold outHistory
  4. Lumentum Hldgs Inc55024UAH2
    −$82.3MSold out
  5. Applied Digital Corp.038169AB4
    −$78.5MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SHOPShopify Inc.
    −4.86 pp4.9% → 0.0%History
  2. ORCLOracle Corp
    −4.73 pp4.7% → 0.0%History
  3. NKENIKE, Inc.
    −4.43 pp4.4% → 0.0%History
  4. Lumentum Hldgs Inc55024UAH2
    −3.84 pp3.8% → 0.0%
  5. Applied Digital Corp.038169AB4
    −3.66 pp3.7% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.64B
+$1.49B (+69.7%) vs. prior quarter
Positions
117
+3 vs. prior quarter
Top 10 concentration
56.9%
Top 10 as share of value
Turnover
28.1%
Q2 2026, one quarter
Average holding period
2.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.64B (Q2 2026)

Q4 2024: $2.70BQ1 2025: $1.57BQ2 2025: $2.52BQ3 2025: $3.24BQ4 2025: $3.11BQ1 2026: $2.14BQ2 2026: $3.64B
Q4 2024Q2 2026
13F filings of Susquehanna Advisors Group, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026117$3.64BInvesco QQQ Trust Series ISMCIPBA.PAvs. Q1 2026SEC
Q1 2026May 15, 2026114$2.14BInvesco QQQ Trust Series IPFEMAvs. Q4 2025SEC
Q4 2025Feb 17, 2026143$3.11BInvesco QQQ Trust Series IMUMETAvs. Q3 2025SEC
Q3 2025Nov 14, 2025133$3.24BInvesco QQQ Trust Series IStrategy IncCOSTvs. Q2 2025SEC
Q2 2025Aug 14, 2025134$2.52BStrategy IncInvesco QQQ Trust Series ITSMvs. Q1 2025SEC
Q1 2025May 14, 202590$1.57BInvesco QQQ Trust Series IGOOGLTSMvs. Q4 2024SEC
Q4 2024Feb 14, 2025104$2.70BInvesco QQQ Trust Series IMSFTUAL–SEC

13D and 13G filings

Companies where Susquehanna Advisors Group, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Susquehanna Advisors Group, Inc. does not currently report owning 5% or more of any company.

Latest filings

32 filings on file made by Susquehanna Advisors Group, Inc. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Susquehanna Advisors Group, Inc.
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
WOLFWolfspeed, Inc.Aug 14, 20262:04 PM ETCapital Ventures Internationaland 5 others13G/A6.30%3.33M shares+1.30 ppfrom 5.00%Jun 30, 2026SEC
SMCISuper Micro Computer, Inc.Aug 14, 20262:04 PM ETCapital Ventures Internationaland 6 others13G/A5.10%33.4M shares−1.10 ppfrom 6.20%Jun 30, 2026SEC
QNCQuantum eMotion CorpAug 14, 20262:04 PM ETCapital Ventures Internationaland 3 others13G/A2.40%5.30M shares−8.60 ppfrom 11.00%Below 5%Jun 30, 2026SEC
NNNextnav Inc.Aug 14, 20262:04 PM ETCapital Ventures Internationaland 5 others13G/A5.40%9.04M shares−1.70 ppfrom 7.10%Jun 30, 2026SEC
LAZRQLuminar Technologies, Inc.Aug 14, 20262:03 PM ETCapital Ventures Internationaland 5 others13G/A0.00%0 shares−9.90 ppfrom 9.90%Below 5%Jun 30, 2026SEC
QNCQuantum eMotion CorpJun 26, 202610:04 AM ETCapital Ventures Internationaland 2 others13G11.00%24.2M sharesNewJun 18, 2026SEC
SMCISuper Micro Computer, Inc.Jun 18, 20266:21 PM ETCapital Ventures Internationaland 6 others13G6.20%40.3M sharesNewJun 11, 2026SEC
LAZRQLuminar Technologies, Inc.May 15, 202612:32 PM ETCapital Ventures Internationaland 5 others13G/A9.90%8.07M shares+2.10 ppfrom 7.80%Mar 31, 2026SEC
FSLRFirst Solar, Inc.May 15, 202612:30 PM ETSusquehanna Securities, LLCand 5 others13G/A5.30%5.72M shares−2.60 ppfrom 7.90%Mar 31, 2026SEC
WOLFWolfspeed, Inc.May 1, 20269:44 AM ETCapital Ventures Internationaland 5 others13G5.00%2.48M sharesNewApr 24, 2026SEC
IRENIREN LtdFeb 13, 20265:14 PM ETSusquehanna Securities, LLCand 5 others13G/A4.20%14.0M shares−2.80 ppfrom 7.00%Below 5%Dec 31, 2025SEC
EOSEEos Energy Enterprises, Inc.Feb 13, 20265:14 PM ETSusquehanna Securities, LLCand 4 others13G/A4.50%14.3M shares−1.30 ppfrom 5.80%Below 5%Dec 31, 2025SEC
SMLRSemler Scientific, Inc.Nov 13, 20255:54 PM ETCapital Ventures Internationaland 4 others13G/A2.60%395.3K shares−3.10 ppfrom 5.70%Below 5%Sep 30, 2025SEC
NNNextnav Inc.Nov 13, 20255:52 PM ETCapital Ventures Internationaland 3 others13G/A7.10%9.60M shares+1.10 ppfrom 6.00%Sep 30, 2025SEC
LAZRQLuminar Technologies, Inc.Nov 13, 20255:52 PM ETCapital Ventures Internationaland 6 others13G/A7.80%5.30M shares0.00 ppfrom 7.80%Sep 30, 2025SEC
LAZRQLuminar Technologies, Inc.Nov 13, 20255:52 PM ETCapital Ventures Internationaland 6 others13G/A7.80%5.30M shares−2.10 ppfrom 9.90%Sep 30, 2025SEC
MSTRStrategy IncNov 13, 20255:45 PM ETSusquehanna Securities, LLCand 5 others13G/A4.80%12.9M shares−0.30 ppfrom 5.10%Below 5%Sep 30, 2025SEC
IRENIREN LtdNov 13, 20255:44 PM ETSusquehanna Securities, LLCand 5 others13G7.00%20.1M sharesNewSep 30, 2025SEC
SMLRSemler Scientific, Inc.Sep 17, 20254:57 PM ETCapital Ventures Internationaland 4 others13G5.70%787.0K shares+1.30 ppfrom 4.40%Jul 11, 2025SEC
SMLRSemler Scientific, Inc.Aug 14, 202510:32 AM ETCapital Ventures Internationaland 4 others13G/A4.40%597.2K shares−1.50 ppfrom 5.90%Below 5%Jun 30, 2025SEC