Ace Management Global Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Ace Management Global Ltd. reported 9 stock positions worth $340.5 million. Its top holding was Masimo (MASI) at 39.2% of the portfolio, followed by Microsoft (MSFT, 13.5%) and Alphabet Class A (GOOGL, 13.2%). Compared with Q1 2024, it opened 4 new positions and reduced 4. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Masimo (MASI, shares −9%).
- Most Recent 13F
- Q1 2025
- Location
- SAO PAULO, D5
- CIK
- 0002030139
- Portfolio Value
- $340.5M (Q2 2024)
- SEC Filing
- 0000950157-24-001091 ↗ filed Aug 12, 2024
Holdings Value
Holdings 9 stocks · $340.5M
| MASI Masimo Corp. | 39.24% | 1,060,919 | $133.6M | Reduce -9.3% |
| MSFT Microsoft Corp. | 13.45% | 102,494 | $45.8M | New |
| GOOGL Alphabet Inc. Class A | 13.22% | 247,033 | $45.0M | New |
| DHR Danaher Corp. | 12.36% | 168,488 | $42.1M | No change |
| ETN Eaton Corp. PLC | 11.95% | 129,727 | $40.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.72% | 35,811 | $19.5M | Reduce -53.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.64% | 118,373 | $5.6M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.57% | 113,792 | $5.3M | Reduce -16.4% |
| XLE SS Energy Select Sector | 0.85% | 31,706 | $2.9M | Reduce -66.0% |