SEC 13F Intelligence

Managers / Q1 2021 · view latest →

MARTINGALE ASSET MANAGEMENT L P

CIK 0000936944 · 888 BOYLSTON STREET, SUITE 1400, BOSTON, MA, 02199 · 6174244700

Reported Value
$8.7B
Q1 2021
Positions
1,309
Filings on Record
30
2019–present window
Filed
May 13, 2021
original filing

Summary

Martingale Asset Management L P reported $8.7B in U.S.-listed holdings across 1,309 positions for Q1 2021.

Its largest position, MSFT, represents 1.5% of the portfolio.

Compared with Q4 2020, the fund opened 96 new positions and exited 126.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $7.6BQ4 ’18Q1 ’19: $9.2BQ2 ’19: $9.6BQ3 ’19: $9.8BQ4 ’19: $9.8BQ4 ’19Q1 ’20: $7.5BQ2 ’20: $8.5BQ3 ’20: $8.3BQ4 ’20: $8.8BQ4 ’20Q1 ’21: $8.7BQ2 ’21: $8.8BQ3 ’21: $7.7BQ4 ’21: $7.8BQ4 ’21Q1 ’22: $6.7BQ2 ’22: $5.5BQ3 ’22: $5.0BQ4 ’22: $5.13TQ4 ’22Q1 ’23: $5.2BQ2 ’23: $5.1BQ3 ’23: $4.8BQ4 ’23: $4.9BQ4 ’23Q1 ’24: $5.0BQ2 ’24: $4.6BQ3 ’24: $4.4BQ4 ’24: $4.1BQ4 ’24Q1 ’25: $3.9BQ2 ’25: $4.1BQ3 ’25: $4.0BQ4 ’25: $3.9BQ4 ’25Q1 ’26: $4.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.0B794May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.9B1,051Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.0B1,032Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.1B1,127Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.9B1,117May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.1B1,248Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.4B1,292Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.6B1,272Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$5.0B1,302May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.9B1,287Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.8B1,298Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.1B1,330Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.2B1,367May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.13T1,357Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.0B1,364Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.5B1,382Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.7B1,341May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$7.8B1,344Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$7.7B1,346Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$8.8B1,294Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$8.7B1,309May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$8.8B1,351Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$8.3B1,573Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$8.5B1,572Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$7.5B1,539May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$9.8B1,547Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$9.8B1,592Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$9.6B1,605Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$9.2B1,605May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$7.6B1,547Feb 11, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Mercer Investments LLC028-12567
  • SEI INVESTMENTS CO028-16454

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.