Ace Management Global Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Ace Management Global Ltd. reported 8 stock positions worth $335.1 million. Its top holding was Masimo (MASI) at 38.4% of the portfolio, followed by Danaher (DHR, 14.0%) and Microsoft (MSFT, 13.2%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 1. The biggest buy was a new position in ASML Holding NV-NY Reg SHS (ASML) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).
- Most Recent 13F
- Q1 2025
- Location
- SAO PAULO, D5
- CIK
- 0002030139
- Portfolio Value
- $335.1M (Q3 2024)
- SEC Filing
- 0000950157-24-001446 ↗ filed Oct 28, 2024
Holdings Value
Holdings 8 stocks · $335.1M
| MASI Masimo Corp. | 38.42% | 965,504 | $128.7M | Reduce -9.0% |
| DHR Danaher Corp. | 13.98% | 168,488 | $46.8M | No change |
| MSFT Microsoft Corp. | 13.16% | 102,494 | $44.1M | No change |
| ETN Eaton Corp. PLC | 12.83% | 129,727 | $43.0M | No change |
| GOOGL Alphabet Inc. Class A | 12.23% | 247,033 | $41.0M | No change |
| ASML ASML Holding NV-NY Reg SHS | 6.03% | 24,243 | $20.2M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.87% | 167,219 | $6.3M | Add +47.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.48% | 118,373 | $5.0M | No change |