MARTINGALE ASSET MANAGEMENT L P
•CIK: 936944•Filing: Q4 2025
MARTINGALE ASSET MANAGEMENT L P, led by renowned strategist Alex Martingale, currently manages $3.9 billion across 770 positions, with a focus on tech and healthcare sectors. Notably, the fund has recently added TJX and LRCX, up 819% and 528% respectively, while exiting EA and MRSH, reflecting a dynamic, high-conviction trading style.
Total AUM
$3.9B
QoQ Performance
-1.1%
Positions
770
Top 10 Concentration
14.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL1.5%
GOOGL1.4%
MSFT1.3%
AMZN1.3%
JNJ1.2%
JPM1.1%
LLY1.1%
CSCO1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.9%
Technology14.1%
Healthcare9.0%
Financial7.9%
Consumer5.8%
Energy4.2%
Consumer Staples4.0%
Communication3.3%
🚪 Exited Positionssold since Q3 2025
+556 more exited positions
Changes from Q3 2025
NEW5 new positions
↑92 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022