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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 Q3 2023 · Filed July 26, 2023 · Accession 0001718570-23-000003

Total Value
$2.1M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1BECTON DICKINSON & COBDX644,249$169,9537.97%
2ALPHABET INC COM CL A USD0.001GOOG1,153,378$138,0716.48%
3MICROSOFT CORP COM USD (US LISTED)MSFT396,232$134,8546.33%
4APPLIED MATERIALS INC COM USD0.01038222105770,944$111,4095.23%
5HDFC BANK SPON ADS (3 to 1)HDB1,596,759$111,2465.22%
6MARSH & MCLENNAN COM USD1.00571748102578,775$108,8275.10%
7AVANTOR INC COM USD0.01AVTR5,186,956$106,5145.00%
8BROWN & BROWN INC COM USD0.1BRO1,305,118$89,8384.21%
9O'REILLY AUTOMOTIVE INC COM USD0.0167103H10789,397$85,4314.01%
10ARTHUR J GALLAGHER & CO COM USD1.00363576109376,360$82,6393.88%
11BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH625,525$69,8123.27%
12AUTOMATIC DATA PROCESSING INC COM USD0.1ADP312,340$68,6343.22%
13COOPER COMPANIES INC COM USD0.01216648402170,410$65,3353.06%
14PERFORMANCE FOOD GROUP COM USD0.01PFGC933,135$56,2172.64%
15MASTERCARD INC COM CL A USD0.0001MA142,705$56,0782.63%
16CANADIAN NATURAL RESOURCES COM NPV (US LST)136385101990,000$55,6922.61%
17PHILIP MORRIS INTL INC COM STK NPV718172109401,994$39,2411.84%
18CASEYS GEN STORES COM NPV147528103151,400$36,9241.73%
19BERKSHIRE HATHAWAY CL B USD0.0033BRK-A98,862$33,7081.58%
20CENOVUS ENERGY INC COM NPV (US LISTED)CVE1,970,900$33,4561.57%
21APPLE INC COM NPVAAPL172,201$33,3711.57%
22ALPHABET INC COM CL C USD0.001GOOG274,605$33,2041.56%
23AMAZON COM INC COM USD0.01AMZN214,841$27,9921.31%
24NVIDIA CORP COM USD0.001NVDA64,920$27,4471.29%
25MCDONALDS CORP COM USD0.01MCD86,759$25,8801.21%
26ADOBE INC COM USD0.0001ADBE51,662$25,2541.18%
27ACTIVISION BLIZZARD INC COM USD0.00000100507V109291,616$24,5721.15%
28CISCO SYSTEMS INC COM USD0.001CSCO412,807$21,3481.00%
29BOOKING HLDGS INC COM USD0.008BKNG7,378$19,9250.93%
30BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI309,818$19,8110.93%
31JOHNSON & JOHNSON COM USD1.00JNJ81,825$13,5350.63%
32ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA101,370$13,1470.62%
33EOG RESOURCES INC COM USD0.01EOG107,829$12,3430.58%
34PFIZER INC COM USD0.05PFE318,749$11,6900.55%
35COCA-COLA INC COM USD0.25KO186,046$11,2030.53%
36META PLATFORMS INC COM CL A USD0.000006META36,328$10,4220.49%
37EXXON MOBIL CORP COM NPVXOM85,614$9,1800.43%
38HONEYWELL INTL INC COM STK USD143851610641,495$8,6090.40%
39DEERE & CO COM USD1DE18,372$7,4410.35%
40LOCKHEED MARTIN COM USD0.01LMT14,802$6,8150.32%
41PEPSICO INC CAP USD0.01666PEP35,231$6,5240.31%
42CHEVRON CORP COM USD0.75CVX38,016$5,9800.28%
43PALO ALTO NETWORKS INC COM USD0.0001PANW20,991$5,3630.25%
44JP MORGAN CHASE & CO COM USD1VYLD35,880$5,2160.24%
45FISERV INC COM USD0.01FISV40,729$5,1360.24%
46CARRIER GLOBAL CORP COM USD0.01CARR97,479$4,8460.23%
47CITIGROUP INC COM USD0.01C-PR104,600$4,8160.23%
48WALT DISNEY CO COM USD0.0125468710648,358$4,3160.20%
49KKR & CO INC COM NPV CL AKKRT65,934$3,6930.17%
50ESTEE LAUDER CO INC COM CL A USD0.0151843910418,201$3,5740.17%
51DUKE ENERGY CORP COM NPVDUKB37,241$3,3410.16%
52AIR PRODUCTS & CHEMICALS INC COM USD1AIIR10,981$3,2890.15%
53COLGATE PALMOLIVE COM USD 1CL41,320$3,1820.15%
54EBAY INC COM USD0.001 (US LISTED)EBAY69,038$3,0830.14%
55NUTRIEN LTD COM USD NPV (US LISTED)NTR48,235$2,8480.13%
56BLACKROCK INC COM STK USD0.01BLK3,802$2,6270.12%
57GILEAD SCIENCES INC COM USD0.001GILD33,489$2,5800.12%
58MONDELEZ INTL INC COM USD0.0160920710535,369$2,5790.12%
59OTIS WORLDWIDE CORP COM USD0.01OTIS28,927$2,5750.12%
60ELI LILLY & CO COM NPVLLY4,403$2,0620.10%
61NIKE INC COM CL B NPVNKE17,237$1,9010.09%
62ORACLE CORP COM USD0.01ORCL-PD15,038$1,7910.08%
63KINDER MORGAN INC COM USD0.01EP-PC86,420$1,4880.07%
64COMCAST CORP COM CL A USD0.01CCZ34,331$1,4270.07%
65AGCO CORPORATIONAGCO10,360$1,3610.06%
66PAYPAL HLDGS INC COM USD0.0001PYPL18,681$1,2460.06%
67ALTRIA GROUP INC COM USD0.33333MO25,852$1,1710.05%
68ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,1220.05%
69ABBOTT LABORATORIES COM NPVABLZF10,095$1,1000.05%
70ILLUMINA INC COM USD0.01ILMN5,792$1,0860.05%
71NEXTERA ENERGY INC COM USD0.01NEE-PW14,378$1,0660.05%
72AMGEN INC COM USD0.0001AMGN3,907$8670.04%
73FREEPORT-MCMOR C&G INC COM STK USD0.10FCX20,785$8310.04%
74NETFLIX COM INC COM USD0.001NFLX1,646$7250.03%
75ABBVIE INC COM USD0.01ABBV5,143$6930.03%
76COSTCO WHOLESALE COM USD0.0122160K1051,248$6720.03%
77ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,360$6060.03%
78ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$5890.03%
79BANK OF AMERICA COM USD 0.0106050510420,352$5840.03%
80ASPEN TECHNOLOGY COM USD0.1029109X1063,339$5590.03%
81MERCK & CO INC COM USD0.50MRK4,830$5570.03%
82BLACKSTONE GROUP INC COM CL A USD0.00001BX5,865$5450.03%
83ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY6,098$5080.02%
84ILLINOIS TOOLS WORKS INC COM NPV4523081091,830$4570.02%
85ISHARES MSCI EAFE ETF USD INC4642874656,232$4520.02%
86APOLLO GLOBAL MANAGEMENT COM USD03769M1065,500$4220.02%
87GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,282$4130.02%
88CATERPILLAR INC COM USD1.00CAT1,651$4060.02%
89ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4010.02%
90PACCAR INC COM STK USD1PCAR4,730$3960.02%
91NEWMONT GOLDCORP COM USDNEMCL9,200$3920.02%
92NOV INC COM USD0.01NOV22,881$3670.02%
93ARES MANAGEMENT CORP COM CL A USDARES-PB3,690$3560.02%
94ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885704,104$3450.02%
95PAYCHEX INC COM USD0.01PAYX3,000$3360.02%
96ADVANCED MICRO DEVICES COM USD0.01AMD2,563$2920.01%
97GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$2880.01%
98BALL CORP COM NPVBALL4,705$2740.01%
99GENERAL ELECTRIC CO COM USD0.013696043012,475$2720.01%
100INTUITIVE SURGICAL INC COM USD0.001ISRG735$2510.01%
101CME GROUP INC COM STK CL A USD0.01CME1,212$2250.01%
102PHILLIPS 66 COM USD0.01PSX2,356$2250.01%
103INTEL CORP COM USD0.001INTC6,630$2220.01%
104PENNANTPARK INVT C COM STK USD0.00170806210433,000$1950.01%
105IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR1,453$1940.01%
106MGM RESORTS INTL COM USD0.01MGM4,325$1900.01%
107DANAHER CORP COM USD0.01235851102791$1900.01%
108KROGER COM STK USD 1.00KR4,000$1880.01%
109BOSTON SCIENTIFIC COM USD0.01BSX3,435$1860.01%
110MERCADOLIBRE INC COM STK USD0.001MELI156$1850.01%
111AUTODESK INC COM USD0.01ADSK849$1740.01%
112AMERICAN EXPRESS CO COM USD0.20AXP1,001$1740.01%
113BROADINC COM LTD INC COM NPVAVGO200$1730.01%
114ASTRAZENECA ADR (1 TO 1)AZN2,400$1720.01%
115EDWARDS LIFESCIENCES CORP COM USD1EW1,822$1720.01%
116ISHARES MSCI EMERGING MARKETS ETF USD INC4642872344,280$1690.01%
117BOEING CO COM USD5.00BA-PA794$1680.01%
118NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF980$1590.01%
119OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL8,000$1560.01%
120INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1510.01%
121FMC CORP COM STK USD0.10FMC1,311$1370.01%
122KIRBY CORP COM USD0.10KEX1,725$1330.01%
123GENERAC HOLDINGS INC COM USDGNRC864$1290.01%
124MICROSTRATEGY INC COM CL A USD0.001STRK357$1220.01%
125NVR INC COM USD0.01NVR19$1210.01%
126HOME DEPOT INC COM USD0.05HD382$1190.01%
127BARRICK GOLD CORP COM NPV (US LISTED)0679011086,624$1120.01%
128HESS CORPORATION COM USD1HESM800$1090.01%
129INTUIT INC COM USD0.01INTU229$1050.00%
130MAXCYTE INC COM STK USD0.01MXCT22,800$1050.00%
131BADGER METER INC COM USD1BMI701$1030.00%
132CAMECO CORP COM NPVCCJ3,220$1010.00%
133KEURIG DR PEPPER INC COM USD0.01KDP3,191$1000.00%
134INTERACTIVE STRENGTH COM USD0.0001TRNR33,963$970.00%
135BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481072,857$950.00%
136DATADOG INC COM CL A USDDDOG960$940.00%
137GOLD FIELDS LTD ADR (1 TO 1)GFIOF6,600$910.00%
138CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO65,000$890.00%
139PEABODY ENERGY COM USD0.01BTU4,000$870.00%
140MOODYS CORP COM US$0.01MCO250$870.00%
141DOVER CORP COM STK USD1.00DOV550$810.00%
142GE HEALTHCARE TECH COM USD0.01GEHC975$790.00%
143ALBEMARLE CORP COM USD0.01ALB-PA345$770.00%
144CORTEVA INC COM USD0.01CTVA1,205$690.00%
145CIVITAS RESOURCES COM USD0.00117888H1031,000$690.00%
146ARCHER DANIELS MIDLAND CO COM NPVADM900$680.00%
147EMBECTA CORP COM USD0.01 WIEMBC2,924$630.00%
148COTERRA ENERGY INC COM USD0.10CTRA2,498$630.00%
149GARRETT MOTION IN INC COM USD0.01GTX8,000$610.00%
150EQT CORPORATION COM NPVEQT1,460$600.00%
151DIAMONDBACK ENERGY INC COM USD0.01FANG455$600.00%
152CONSD EDISON INC COM USD0.10ED656$590.00%
153AT&T INC COM USD1.00T-PC3,650$580.00%
154KRAFT HEINZ CO COM USD 0.01KHC1,621$580.00%
155JUNIPER NETWORKS INC COM USD0.0000148203R1041,800$560.00%
156COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,800$560.00%
157PALANTIR TECH INC COM CL A USD0.001PLTR3,287$500.00%
158ATLASSIAN COM USD0.01TEAM300$500.00%
159JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,543$470.00%
160LENNAR CORP COM CL A USD0.10LEN-B350$440.00%
161NOW INC COM USD0.01DNOW4,159$430.00%
162CUMMINS INC COM USD2.50CMI177$430.00%
163ORAMED PHARMACEUTICALS INCORMP11,400$410.00%
164ARISTA NETWORKS INC COM USDANET255$410.00%
165IDEXX LABORATORIES COM USD0.1045168D10480$400.00%
166HERSHEY COMPANY COM USD1HSY158$390.00%
167ANGIODYNAMICS INC COM USD0.01ANGO3,750$390.00%
168ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556308$390.00%
169DIAGEO PLC ADR (1 TO 4)DGEAF215$370.00%
170ECOLAB INC COM USD1ECL200$370.00%
171NEW RELIC INC COM USD0.00164829B100540$350.00%
172DEXCOM INC COM USD0.001DXCM264$340.00%
173MODERNA INC COM USD0.0001MRNA270$330.00%
174BALLYS CORP COM USD0.01BALL2,044$320.00%
175F5 INC COM STK NPVFFIV220$320.00%
176AMERIPRISE FIN INC COM STK USD 0.0103076C10695$320.00%
177FORTUNA SILVER MINES INC COM (US LISTED)34991510810,000$320.00%
178HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$310.00%
179HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$310.00%
180HCA HEALTHCARE INC COM USD0.01HCA100$300.00%
181L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$290.00%
182DOW INC COM USD0.01DOW521$280.00%
183AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM288$260.00%
184PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$260.00%
185NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$250.00%
186ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$240.00%
187MASTEC INC COM USD0.10MTZ200$240.00%
188NETEASE INC ADR (1 TO 25)NETTF250$240.00%
189HUBSPOT INC COM USD0.001HUBS43$230.00%
190ASANA INC COM CL A USD0.00001ASAN1,030$230.00%
191ABCAM PLC SPON ADR (1 TO 1)000380204890$220.00%
192BAIDU INC ADS (1 TO 1)BAIDF150$210.00%
193NOVARTIS AG ADR (1 TO 1)NVSEF200$200.00%
194AIRBNB INC COM CL A USD0.0001ABNB153$200.00%
195BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$190.00%
196POWER INTEGRATIONS INC COM USDPOWI200$190.00%
197FIRST SOLAR INC COM STK USD0.001FSLR100$190.00%
198ANALOG DEVICES INC COM USD0.16 2/3ADI100$190.00%
199AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$180.00%
200AMPHENOL CORP COM USD0.001032095101201$170.00%
201HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$170.00%
202NORTHERN TRUST COM USD1.666NTRSO234$170.00%
203KUBIENT INC COM USD0.0000150116V10730,000$160.00%
204ARK INNOVATION ETF USD INC00214Q104365$160.00%
205INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104129$150.00%
206PERKINELMER INC COM USD1RVTY120$140.00%
207ANSYS INC COM USD 0.0103662Q10542$140.00%
208FASTENAL COM USD0.01FAST245$140.00%
209GUARDANT HEALTH IN COM USD0.00001GH380$140.00%
210BHP GROUP LTD ADR (1 TO 2)BHPLF240$140.00%
211PTC INC COM USD0.01PTC100$140.00%
212LKQ CORP COM USD0.01LKQ220$130.00%
213CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT1,500$130.00%
214CBOE GLOBAL MARKETS INC COM USD0.0112503M10888$120.00%
215THE CHEMOURS COMPANY COM USD0.30 'WI'CC288$110.00%
216FIDELITY NATIONAL INFO SERVICES COM USD0.0131620M106190$100.00%
217KRANESHARES BOSERA MSCI CHINA A USD INC500767405380$90.00%
218DUPONT DE NEMOURS INC COM USD0.01DD131$90.00%
219CVS HEALTH CORPORATION COM STK USD0.01CVS128$90.00%
220IQVIA HOLDINGS INC COM USD0.01IQV35$80.00%
221PLUG POWER INC COM USD0.01PLUG775$80.00%
222KEYSIGHT TECHNOLOGIES INC COMKEYS49$80.00%
223ROBO GBL ROBOTICS & AUTOMATION ETF USD INC301505707125$70.00%
224FARFETCH LTD COM CL A USD0.0430744W1071,170$70.00%
225BP ADR (1 TO 6)BPPFF200$70.00%
226CHAMPIONX CORP COM USD0.0115872M104187$60.00%
227OKTA INC COM CL A USD0.0001OKTA86$60.00%
228GENERAL DYNAMICS CORPORATION COM USD1.00GD25$50.00%
229IQIYI INC SPON ADR REP 7 (ORD SHS)IQ800$40.00%
230PHENOMEX INC COM USD0.000050843101018,500$40.00%
231CADIZ INC COM USD0.01CDZIP1,000$40.00%
232GXO LOGISTICS INC COM USD0.01GXO43$30.00%
233LUMINAR TECHNOLOGIES INC COM CL A USD0.0001LAZRQ405$30.00%
234NIO INC SPON ADR (1 TO 1)NIOIF224$20.00%
235LEMONADE INC COM USD0.00001LMND124$20.00%
236TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$20.00%
237ORGANON & CO COM USD0.01OGN100$20.00%
238ALTICE USA INC COM CL A USD0.01OPTU535$20.00%
239T ROWE PRICE GROUP INC COM USD0.20TROW20$20.00%
240CANOO INC COM CL A USD0.000113803R1025,100$20.00%
241DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
242GEN DIGITAL INC COM USD0.01GENVR64$10.00%
243GRAY TELEVISION COM NPVGTN-A136$10.00%
244FASTLY INC COM CL A USDFSLY80$10.00%
245KYNDRYL HLDGS INC COM USD0.01KD112$10.00%
246MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
247AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$10.00%
248OPENDOOR TECHNOLOGY COM USDOPENZ300$10.00%
249ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
250FIRST REPUBLIC BANK COM USD 0.0133616C100900$00.00%
251BATTALION OIL CORP COM USD0.0001BATL1$00.00%