Ace Management Global 13F annual report

Ace Management Global is an investment fund managing more than $340 billion ran by Anna Antici. There are currently 9 companies in Mrs. Antici’s portfolio. The largest investments include Masimo Corp and Microsoft, together worth $179 billion.

$340 billion Assets Under Management (AUM)

As of 5th August 2024, Ace Management Global’s top holding is 1,060,919 shares of Masimo Corp currently worth over $134 billion and making up 39.2% of the portfolio value. Relative to the number of outstanding shares of Masimo Corp, Ace Management Global owns more than approximately 0.1% of the company. In addition, the fund holds 102,494 shares of Microsoft worth $45.8 billion, whose value fell 2.2% in the past six months. The third-largest holding is Alphabet Inc worth $45 billion and the next is Danaher worth $42.1 billion, with 168,488 shares owned.

Currently, Ace Management Global's portfolio is worth at least $340 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Ace Management Global

The Ace Management Global office and employees reside in Sao Paolo, Brazil. According to the last 13-F report filed with the SEC, Anna Antici serves as the Authorized Signatory at Ace Management Global.

Recent trades

In the most recent 13F filing, Ace Management Global revealed that it had opened a new position in Microsoft and bought 102,494 shares worth $45.8 billion.

On the other hand, Anna Antici disclosed a decreased stake in Masimo Corp by approximately 0.1%. This leaves the value of the investment at $134 billion and 1,060,919 shares.

One of the smaller hedge funds

The two most similar investment funds to Ace Management Global are Marion Wealth Management and Nwam. They manage $340 billion and $340 billion respectively.

Anna Antici investment strategy

Ace Management Global’s portfolio is diversified across 4 sectors. Currently, their heaviest sector is Health Care — making up 51.6% of the total portfolio value. The fund focuses on investments in the United States as 55.6% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 44% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $673 billion.

The complete list of Ace Management Global trades based on 13F SEC filings

These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Masimo Corp	9.27% 1,060,919	$133,612,139,000	39.24%
Microsoft Corporation	Opened 102,494	$45,809,693,000	13.45%
Alphabet Inc	Opened 247,033	$44,997,061,000	13.22%
Danaher Corp.	No change 168,488	$42,096,727,000	12.36%
Eaton Corp Plc	Opened 129,727	$40,675,901,000	11.95%
Spdr S&p 500 Etf Tr	53.52% 35,811	$19,489,062,000	5.72%
Schlumberger Ltd.	Opened 118,373	$5,584,838,000	1.64%
Nextracker Inc	16.36% 113,792	$5,334,569,000	1.57%
Select Sector Spdr Tr	66.01% 31,706	$2,890,002,000	0.85%
No transactions found
Showing first 500 out of 9 holdings