Sign in

Martingale Asset Management L P

CIK:0000936944
Asset Manager
$4B AUM
779 holdings
Boston, MA, United States
Founded:1987
20 employees
Latest filing:Jun 30, 2025

Martingale Asset Management L.P. is a Boston-based investment management firm founded in 1987. The firm is known for providing quantitative investment solutions, primarily managing equity portfolios for institutional clients such as pension funds, endowments, foundations, and other organizations. As of 2025, the firm manages nearly $4 billion in assets and employs a specialized team focused on delivering disciplined, research-driven strategies.

Investment Strategy

Martingale Asset Management L.P. employs a quantitative investment approach, leveraging statistical analysis, systematic modeling, and disciplined risk controls to build diversified equity portfolios. The firm focuses on generating consistent risk-adjusted returns by identifying mispriced securities and exploiting market inefficiencies across a wide array of U.S. and global equities. Their process integrates rigorous academic research with proprietary models in portfolio construction and risk management, tailored for the specific needs of institutional investors.

Top Buys
G
GEGeneral Electric
+$16.3M
C
CRMSalesforce Com Inc
+$15.2M
H
HDHome Depot
+$13.8M
M
MSFTMicrosoft Corp
+$13.3M
C
CMCSAComcast Corp
+$12.3M
Top Sells
U
UNHUnitedHealth Group Inc
-$33.4M
N
NTRSNorthern Trust Corp
-$20.6M
S
SNASnap-On Inc
-$18.2M
M
MSAMSA Safety
-$8.7M
P
PEGPublic Service Ent
-$8.3M

Top Holdings

M
MSFTMicrosoft Corp
+1.5%$61.3M
A
AMZNAmazon.Com Inc
+1.3%$54.5M
G
GOOGLAlphabet Inc Class A
+1.3%$52.3M
M
METAMeta Platforms Inc
+1.3%$52.3M
B
BRK-BBerkshire Hathaway Inc B
+1.2%$48.2M

Equity Positions (771)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corp1.50%$61.3M123,185$50.94$497.41+$13.3M
A
AMZN
Amazon.Com Inc1.34%$54.5M248,520$146.30$219.39+$8.7M
G
GOOGL
Alphabet Inc Class A1.28%$52.3M296,617$69.94$176.23+$7.3M
M
META
Meta Platforms Inc1.28%$52.3M70,798$361.04$738.09+$10.3M
B
BRK-B
Berkshire Hathaway Inc B1.18%$48.2M99,300$274.64$485.77-$6.0M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+7.1%
PHARMACEUTICAL PREPARATIONS
+7.0%
SERVICES-PREPACKAGED SOFTWARE
+7.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.2%
ELECTRIC SERVICES
+3.0%