Martin Investment Management, LLC
•CIK: 1511888•Filing: Q4 2025
**Martin Investment Management, LLC** manages $357M across a concentrated portfolio of 49 positions. The fund exhibits significant exposure to healthcare and technology, highlighted by top holdings such as NVSN ($29.2M) and AZN ($28.5M). Further concentration is evident in technology names, with SONY ($24.8M), TM ($24.1M), and AAPL ($21.8M) anchoring the top quartile. This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$357.4M
QoQ Performance
-9.2%
Positions
46
Top 10 Concentration
62.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVS
AZN
SONY
TM
CHKP
AAPL
DB
GOOGL
NVS8.2%
AZN8.0%
SONY6.9%
TM6.7%
CHKP6.6%
AAPL6.1%
DB5.7%
GOOGL5.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.3%
Technology17.7%
Financial8.5%
Healthcare3.8%
Consumer3.5%
Energy0.2%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑1 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022