HANSEATIC MANAGEMENT SERVICES INC

Other Low signal CIK 1128074
League rank
#35
in Other · #288 overall
Long book
$104.5M
Q1 2026
Positions
80
Top-10 weight
34%
concentration
Last quarter
+25.7%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

HANSEATIC MANAGEMENT SERVICES INC is an institutional manager, running a $104.5M US long book across 80 positions.

The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Current anchor positions: ISHARES ULTRA SHORT DURATION, SCHWAB US LARGE-CAP ETF, LUMENTUM HOLDINGS INC, INVESCO NASDAQ 100 ETF, ST SR UTL SL SE SPDR ETF-USD.

Over the last 5 quarters its long book ran on average 0.7pp per quarter ahead of the S&P 500, beating the index in 2 of 5 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
+3.4%
Q3 2024
+3.2%
Q4 2024
-9.5%
Q1 2026
+25.7%

Sector allocation

Technology
39%
Industrials
20%
Communications
8%
Healthcare
8%
Other
7%
Consumer discretionary
5%
Materials
3%
Financials
3%

Long book by quarter

$66.0M
Q1 2024
$66.6M
Q2 2024
$70.5M
Q3 2024
$78.8M
Q4 2024
$104.5M
Q1 2026

What does HANSEATIC MANAGEMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LITE LUMENTUM HOLDINGS INCTechnology3.8K$2.7M2.6%Held
GLW CORNING INCIndustrials16.5K$2.2M2.2%Held
COHR COHERENT CORPOther9.3K$2.2M2.1%Held
TTMI TTM TECHNOLOGIESTechnology22.0K$2.1M2.1%Held
WDC WESTERN DIGITAL CORPTechnology7.8K$2.1M2.0%Held
IBKR INTERACTIVE BROKERS GRO-CL AFinancials31.4K$2.1M2.0%Held
CRS CARPENTER TECHNOLOGYIndustrials5.1K$2.0M1.9%Held
GE GENERAL ELECTRICIndustrials6.9K$2.0M1.9%Held
MU MICRON TECHNOLOGY INCTechnology5.3K$1.8M1.7%Held
TPR TAPESTRY INCOther12.5K$1.8M1.7%Held
LASR NLIGHT INCTechnology30.4K$1.7M1.7%Held
VSAT VIASAT INCCommunications34.6K$1.6M1.5%Held
AMAT APPLIED MATERIALS INCTechnology4.5K$1.5M1.5%Held
WBD WARNER BROS DISCOVERY INCCommunications55.3K$1.5M1.5%Held
JBL JABIL INCTechnology5.7K$1.5M1.4%Held
CIEN CIENA CORPTechnology3.8K$1.5M1.4%Held
AAPL APPLE INCTechnology5.6K$1.4M1.4%Held
BE BLOOM ENERGY CORP- AIndustrials10.3K$1.4M1.3%Held
FORM FORMFACTOR INCTechnology13.8K$1.3M1.3%Held
DAR DARLING INGREDIENTS INCConsumer staples21.5K$1.3M1.3%Held
TSLA TESLA INCIndustrials3.4K$1.2M1.2%Held
GOOG ALPHABET INC-CL CTechnology4.2K$1.2M1.2%Held
AA ALCOA CORPIndustrials18.0K$1.2M1.1%Held
FCX FREEPORT-MCMORAN INCMaterials19.7K$1.2M1.1%Held
ASTS AST SPACEMOBILE INCCommunications13.8K$1.1M1.1%Held
SITM SITIME CORPTechnology3.2K$1.1M1.1%Held
MD PEDIATRIX MEDICAL GROUP INCHealthcare50.5K$1.1M1.0%Held
TEX TEREX CORPIndustrials18.3K$1.1M1.0%Held
ECHO ECHOSTAR CORP-ACommunications9.0K$1.0M1.0%Held
LINC LINCOLN EDUCATIONAL SERVICESServices media23.9K$972K0.9%Held
DLTR DOLLAR TREE INCConsumer discretionary8.7K$950K0.9%Held
NTRA NATERA INCHealthcare4.7K$940K0.9%Held
AMKR AMKOR TECHNOLOGY INCTechnology20.4K$920K0.9%Held
UI UBIQUITI INCTechnology1.1K$891K0.9%Held
KGS KODIAK GAS SERVICES INCUtilities14.7K$859K0.8%Held
FIVE FIVE BELOWConsumer discretionary3.7K$847K0.8%Held
OSIS OSI SYSTEMS INCTechnology3.0K$788K0.8%Held
KRYS KRYSTAL BIOTECH INCHealthcare3.0K$774K0.7%Held
CVS CVS HEALTH CORPHealthcare10.8K$773K0.7%Held
LQDA LIQUIDIA CORPHealthcare20.5K$772K0.7%Held
NRG NRG ENERGY INCUtilities4.8K$706K0.7%Held
VSXY VICTORIA'S SECRET & COConsumer discretionary13.5K$625K0.6%Held
VRT VERTIV HOLDINGS CO-ATechnology2.4K$610K0.6%Held
MTZ MASTEC INCIndustrials1.7K$558K0.5%Held
LEU CENTRUS ENERGY CORP-CLASS AMaterials2.9K$504K0.5%Held
MP MP MATERIALS CORPMaterials10.0K$482K0.5%Held
TRGP TARGA RESOURCES CORPUtilities1.6K$398K0.4%Held
APH AMPHENOL CORP-CL ATechnology3.1K$388K0.4%Held
ADI ANALOG DEVICES INCTechnology1.2K$376K0.4%Held
GM GENERAL MOTORS COIndustrials5.0K$374K0.4%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 202680$104.5M canonicalSEC ↗
Q4 202413F-HRJan 15, 2025117$78.8M canonicalSEC ↗
Q3 202413F-HROct 31, 2024113$70.5M canonicalSEC ↗
Q2 202413F-HRJul 31, 2024114$66.6M canonicalSEC ↗
Q1 202413F-HRMay 14, 2024113$66.0M canonicalSEC ↗