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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Close Asset Management Ltd

Quarter ended Q2 2023 · Filed April 19, 2023 · Accession 0001718570-23-000002

Total Value
$2.0M
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INC COM CL A USD0.001GOOG2,678,964$277,74213.75%
2BECTON DICKINSON & COBDX553,548$136,9626.78%
3MICROSOFT CORP COM USD (US LISTED)MSFT469,855$135,4316.71%
4AVANTOR INC COM USD0.01AVTR5,176,576$109,3555.41%
5O'REILLY AUTOMOTIVE INC COM USD0.0167103H107118,937$100,9945.00%
6MARSH & MCLENNAN COM USD1.00571748102579,871$96,5284.78%
7APPLIED MATERIALS INC COM USD0.01038222105767,171$94,2354.67%
8HDFC BANK SPON ADS (3 to 1)HDB1,381,249$92,0674.56%
9BROWN & BROWN INC COM USD0.1BRO1,299,400$74,5923.69%
10ARTHUR J GALLAGHER & CO COM USD1.00363576109373,300$71,3813.53%
11COOPER COMPANIES INC COM USD0.01216648402169,530$63,2713.13%
12BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH621,572$57,6042.85%
13CANADIAN NATURAL RESOURCES COM NPV (US LST)136385101990,000$54,7822.71%
14MASTERCARD INC COM CL A USD0.0001MA140,369$51,0002.53%
15ALLY FINANCIAL INC COM USD0.0102005N1001,848,174$47,1012.33%
16PHILIP MORRIS INTL INC COM STK NPV718172109396,274$38,5201.91%
17CENOVUS ENERGY INC COM NPV (US LISTED)CVE1,970,900$34,4021.70%
18BERKSHIRE HATHAWAY CL B USD0.0033BRK-A94,410$29,1001.44%
19APPLE INC COM NPVAAPL176,225$29,0471.44%
20ALPHABET INC COM CL C USD0.001GOOG274,128$28,4971.41%
21ACTIVISION BLIZZARD INC COM USD0.00000100507V109293,250$25,0921.24%
22MCDONALDS CORP COM USD0.01MCD86,510$24,1821.20%
23COSTCO WHOLESALE COM USD0.0122160K10548,032$23,8701.18%
24AMAZON COM INC COM USD0.01AMZN212,938$21,9931.09%
25CISCO SYSTEMS INC COM USD0.001CSCO405,876$21,2171.05%
26NVIDIA CORP COM USD0.001NVDA73,445$20,4011.01%
27BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI291,738$20,2191.00%
28BOOKING HLDGS INC COM USD0.008BKNG7,151$18,9810.94%
29ADOBE INC COM USD0.0001ADBE46,025$17,7330.88%
30PFIZER INC COM USD0.05PFE324,057$13,2170.65%
31META PLATFORMS INC COM CL A USD0.000006META62,209$13,1850.65%
32JOHNSON & JOHNSON COM USD1.00JNJ77,353$11,9850.59%
33EOG RESOURCES INC COM USD0.01EOG102,549$11,7510.58%
34COCA-COLA INC COM USD0.25KO176,832$10,9680.54%
35ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA88,527$10,6600.53%
36EXXON MOBIL CORP COM NPVXOM85,204$9,3360.46%
37HONEYWELL INTL INC COM STK USD143851610640,143$7,6710.38%
38LOCKHEED MARTIN COM USD0.01LMT14,156$6,6860.33%
39PEPSICO INC CAP USD0.01666PEP34,650$6,3160.31%
40CHEVRON CORP COM USD0.75CVX37,947$6,1900.31%
41DEERE & CO COM USD1DE12,440$5,1340.25%
42CITIGROUP INC COM USD0.01C-PR104,900$4,9160.24%
43CARRIER GLOBAL CORP COM USD0.01CARR98,244$4,4940.22%
44JP MORGAN CHASE & CO COM USD1VYLD32,785$4,2710.21%
45WALT DISNEY CO COM USD0.0125468710642,514$4,2550.21%
46FISERV INC COM USD0.01FISV37,021$4,1850.21%
47ESTEE LAUDER CO INC COM CL A USD0.0151843910415,786$3,8890.19%
48NUTRIEN LTD COM USD NPV (US LISTED)NTR50,175$3,7050.18%
49DUKE ENERGY CORP COM NPVDUKB37,941$3,6600.18%
50EBAY INC COM USD0.001 (US LISTED)EBAY72,998$3,2390.16%
51COLGATE PALMOLIVE COM USD 1CL41,845$3,1440.16%
52KKR & CO INC COM NPV CL AKKRT59,184$3,1080.15%
53AIR PRODUCTS & CHEMICALS INC COM USD1AIIR10,524$3,0200.15%
54GILEAD SCIENCES INC COM USD0.001GILD32,029$2,6580.13%
55MONDELEZ INTL INC COM USD0.0160920710535,256$2,4590.12%
56OTIS WORLDWIDE CORP COM USD0.01OTIS28,897$2,4360.12%
57BLACKROCK INC COM STK USD0.01BLK3,218$2,1510.11%
58NIKE INC COM CL B NPVNKE15,512$1,9020.09%
59KINDER MORGAN INC COM USD0.01EP-PC81,570$1,4280.07%
60ILLUMINA INC COM USD0.01ILMN6,137$1,4280.07%
61ORACLE CORP COM USD0.01ORCL-PD15,043$1,3970.07%
62COMCAST CORP COM CL A USD0.01CCZ36,654$1,3900.07%
63PAYPAL HLDGS INC COM USD0.0001PYPL17,402$1,3210.07%
64ALTRIA GROUP INC COM USD0.33333MO25,889$1,1550.06%
65ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,0560.05%
66AGCO CORPORATIONAGCO7,724$1,0440.05%
67ABBOTT LABORATORIES COM NPVABLZF9,745$9870.05%
68ELI LILLY & CO COM NPVLLY2,806$9630.05%
69AMGEN INC COM USD0.0001AMGN3,907$9450.05%
70ABBVIE INC COM USD0.01ABBV4,920$7840.04%
71ASPEN TECHNOLOGY COM USD0.1029109X1063,339$7640.04%
72FREEPORT-MCMOR C&G INC COM STK USD0.10FCX17,600$7200.04%
73NEXTERA ENERGY INC COM USD0.01NEE-PW9,258$7130.04%
74ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY6,135$6270.03%
75ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,445$5940.03%
76ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$5810.03%
77BANK OF AMERICA COM USD 0.0106050510420,200$5770.03%
78NETFLIX COM INC COM USD0.001NFLX1,646$5690.03%
79PALO ALTO NETWORKS INC COM USD0.0001PANW2,650$5290.03%
80MERCK & CO INC COM USD0.50MRK4,428$4710.02%
81NEWMONT GOLDCORP COM USDNEMCL9,200$4510.02%
82CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT42,800$4480.02%
83ISHARES MSCI EAFE ETF USD INC4642874656,232$4460.02%
84GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,357$4440.02%
85NOV INC COM USD0.01NOV22,881$4230.02%
86ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$3850.02%
87CATERPILLAR INC COM USD1.00CAT1,651$3780.02%
88PACCAR INC COM STK USD1PCAR4,730$3460.02%
89PAYCHEX INC COM USD0.01PAYX3,000$3440.02%
90INTEL CORP COM USD0.001INTC9,813$3200.02%
91ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885704,104$3200.02%
92GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$2550.01%
93ILLINOIS TOOLS WORKS INC COM NPV4523081091,010$2460.01%
94ADVANCED MICRO DEVICES COM USD0.01AMD2,483$2430.01%
95GENERAL ELECTRIC CO COM USD0.013696043012,517$2410.01%
96PHILLIPS 66 COM USD0.01PSX2,356$2390.01%
97BLACKSTONE GROUP INC COM CL A USD0.00001BX2,549$2240.01%
98CME GROUP INC COM STK CL A USD0.01CME1,085$2080.01%
99MERCADOLIBRE INC COM STK USD0.001MELI156$2060.01%
100MGM RESORTS INTL COM USD0.01MGM4,325$1920.01%
101IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR1,453$1900.01%
102INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1750.01%
103NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF1,060$1690.01%
104ISHARES MSCI EMERGING MARKETS ETF USD INC4642872344,280$1690.01%
105MOODYS CORP COM US$0.01MCO550$1680.01%
106BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,750$1670.01%
107ASTRAZENECA ADR (1 TO 1)AZN2,400$1670.01%
108AMERICAN EXPRESS CO COM USD0.20AXP1,001$1650.01%
109BALL CORP COM NPVBALL2,765$1520.01%
110EDWARDS LIFESCIENCES CORP COM USD1EW1,822$1510.01%
111EMBECTA CORP COM USD0.01 WIEMBC5,240$1470.01%
112BOEING CO COM USD5.00BA-PA794$1330.01%
113FMC CORP COM STK USD0.10FMC1,060$1290.01%
114BROADINC COM LTD INC COM NPVAVGO200$1280.01%
115BARRICK GOLD CORP COM NPV (US LISTED)0679011086,624$1230.01%
116KIRBY CORP COM USD0.10KEX1,725$1200.01%
117DANAHER CORP COM USD0.01235851102474$1190.01%
118MAXCYTE INC COM STK USD0.01MXCT22,800$1130.01%
119KEURIG DR PEPPER INC COM USD0.01KDP3,191$1130.01%
120HOME DEPOT INC COM USD0.05HD382$1130.01%
121INTUIT INC COM USD0.01INTU249$1110.01%
122HESS CORPORATION COM USD1HESM800$1060.01%
123NVR INC COM USD0.01NVR19$1060.01%
124PEABODY ENERGY COM USD0.01BTU4,000$1020.01%
125MICROSTRATEGY INC COM CL A USD0.001STRK313$920.00%
126GOLD FIELDS LTD ADR (1 TO 1)GFIOF6,600$880.00%
127DOVER CORP COM STK USD1.00DOV550$840.00%
128CAMECO CORP COM NPVCCJ3,220$840.00%
129CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO65,000$780.00%
130CORTEVA INC COM USD0.01CTVA1,205$730.00%
131ARCHER DANIELS MIDLAND CO COM NPVADM900$720.00%
132BADGER METER INC COM USD1BMI580$710.00%
133BOSTON SCIENTIFIC COM USD0.01BSX1,370$690.00%
134CIVITAS RESOURCES COM USD0.00117888H1031,000$680.00%
135COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,800$680.00%
136DATADOG INC COM CL A USDDDOG900$650.00%
137GE HEALTHCARE TECH COM USD0.01GEHC783$640.00%
138CONSD EDISON INC COM USD0.10ED656$630.00%
139KRAFT HEINZ CO COM USD 0.01KHC1,621$630.00%
140JUNIPER NETWORKS INC COM USD0.0000148203R1041,800$620.00%
141DIAMONDBACK ENERGY INC COM USD0.01FANG455$620.00%
142GARRETT MOTION IN INC COM USD0.01GTX8,000$610.00%
143COTERRA ENERGY INC COM USD0.10CTRA2,498$610.00%
144EQT CORPORATION COM NPVEQT1,460$470.00%
145NOW INC COM USD0.01DNOW4,159$460.00%
146INTUITIVE SURGICAL INC COM USD0.001ISRG175$450.00%
147ARISTA NETWORKS INC COM USDANET255$430.00%
148CUMMINS INC COM USD2.50CMI177$420.00%
149HERSHEY COMPANY COM USD1HSY158$400.00%
150BALLYS CORP COM USD0.01BALL2,044$400.00%
151ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556308$400.00%
152FORTUNA SILVER MINES INC COM (US LISTED)34991510810,000$380.00%
153AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM491$380.00%
154DOW INC COM USD0.01DOW667$370.00%
155LENNAR CORP COM CL A USD0.10LEN-B350$370.00%
156L3HARRIS TECHNOLOGIES INC COM USD1.00LHX175$340.00%
157KEYSIGHT TECHNOLOGIES INC COMKEYS211$340.00%
158ECOLAB INC COM USD1ECL200$330.00%
159APOLLO GLOBAL MANAGEMENT COM USD03769M106500$320.00%
160F5 INC COM STK NPVFFIV220$320.00%
161DEXCOM INC COM USD0.001DXCM264$310.00%
162HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$310.00%
163AMERIPRISE FIN INC COM STK USD 0.0103076C10695$290.00%
164HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$290.00%
165PALANTIR TECH INC COM CL A USD0.001PLTR3,287$280.00%
166ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$280.00%
167JACKSON FINANCIAL COM CL A USD0.01JXN-PA716$270.00%
168NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$270.00%
169HCA HEALTHCARE INC COM USD0.01HCA100$260.00%
170EVOQUA WATER TECHNOLOGIES CORP COM USD0.30057T105500$250.00%
171BAIDU INC ADS (1 TO 1)BAIDF150$230.00%
172AUTODESK INC COM USD0.01ADSK111$230.00%
173NETEASE INC ADR (1 TO 25)NETTF250$220.00%
174AT&T INC COM USD1.00T-PC1,150$220.00%
175ASANA INC COM CL A USD0.00001ASAN1,030$220.00%
176FIRST SOLAR INC COM STK USD0.001FSLR100$220.00%
177KUBIENT INC COM USD0.0000150116V10730,000$210.00%
178ANALOG DEVICES INC COM USD0.16 2/3ADI100$200.00%
179DUPONT DE NEMOURS INC COM USD0.01DD277$200.00%
180ORAMED PHARMACEUTICALS INCORMP8,900$190.00%
181AIRBNB INC COM CL A USD0.0001ABNB153$190.00%
182MASTEC INC COM USD0.10MTZ200$190.00%
183NOVARTIS AG ADR (1 TO 1)NVSEF200$180.00%
184AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$180.00%
185HUBSPOT INC COM USD0.001HUBS43$180.00%
186GENERAC HOLDINGS INC COM USDGNRC157$170.00%
187PERKINELMER INC COM USD1RVTY120$160.00%
188PENNANTPARK INVT C COM STK USD0.0017080621043,000$160.00%
189HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$160.00%
190BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$150.00%
191ANSYS INC COM USD 0.0103662Q10542$140.00%
192FIRST REPUBLIC BANK COM USD 0.0133616C100900$130.00%
193PTC INC COM USD0.01PTC100$130.00%
194DIAGEO PLC ADR (1 TO 4)DGEAF65$120.00%
195CBOE GLOBAL MARKETS INC COM USD0.0112503M10888$120.00%
196ARK INNOVATION ETF USD INC00214Q104308$120.00%
197ABCAM PLC SPON ADR (1 TO 1)000380204890$120.00%
198LKQ CORP COM USD0.01LKQ220$120.00%
199GENERAL DYNAMICS CORPORATION COM USD1.00GD50$110.00%
200DOLLAR GENERAL CORP COM USD0.87525667710550$110.00%
201FIDELITY NATIONAL INFO SERVICES COM USD0.0131620M106190$100.00%
202CVS HEALTH CORPORATION COM STK USD0.01CVS128$100.00%
203KRANESHARES BOSERA MSCI CHINA A USD INC500767405380$100.00%
204NOVAVAX INC COM USD0.01NVAX1,260$90.00%
205CITIZENS FINANCIAL GROUP COM USD0.01CIA285$90.00%
206BLOOM ENERGY CORP COM CL A USD0.0001BE445$90.00%
207THE CHEMOURS COMPANY COM USD0.30 'WI'CC288$90.00%
208COHERENT CORP COM NPVCOHR200$80.00%
209GUARDANT HEALTH IN COM USD0.00001GH320$80.00%
210IQVIA HOLDINGS INC COM USD0.01IQV35$70.00%
211OKTA INC COM CL A USD0.0001OKTA86$70.00%
212ROBO GBL ROBOTICS & AUTOMATION ETF USD INC301505707125$70.00%
213NIO INC SPON ADR (1 TO 1)NIOIF619$70.00%
214FARFETCH LTD COM CL A USD0.0430744W1071,170$60.00%
215CHAMPIONX CORP COM USD0.0115872M104187$50.00%
216CADIZ INC COM USD0.01CDZIP1,000$40.00%
217PHENOMEX INC COM USD0.000050843101013,460$40.00%
218DOMA HOLDINGS INC COM USD0.000125703A1048,000$30.00%
219CANOO INC COM CL A USD0.000113803R1025,100$30.00%
220LUMINAR TECHNOLOGIES INC COM CL A USD0.0001LAZRQ405$30.00%
221GINGKO BIOWORKS HLDGS COM CL A USD0.0001DNABW2,200$30.00%
222MODERNA INC COM USD0.0001MRNA20$30.00%
223GXO LOGISTICS INC COM USD0.01GXO43$20.00%
224TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$20.00%
225LEMONADE INC COM USD0.00001LMND124$20.00%
226ALTICE USA INC COM CL A USD0.01OPTU535$20.00%
227ORGANON & CO COM USD0.01OGN100$20.00%
228DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
229KYNDRYL HLDGS INC COM USD0.01KD112$20.00%
230GRAY TELEVISION COM NPVGTN-A136$10.00%
231MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
232AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$10.00%
233GEN DIGITAL INC COM USD0.01GENVR64$10.00%
234FASTLY INC COM CL A USDFSLY80$10.00%
235ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
236BATTALION OIL CORP COM USD0.0001BATL1$00.00%