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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 Q4 2023 · Filed October 11, 2023 · Accession 0001718570-23-000004

Total Value
$1.9M
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INC COM CL A USD0.001GOOG1,166,758$152,6357.87%
2BECTON DICKINSON & COBDX521,956$134,9656.96%
3MICROSOFT CORP COM USD (US LISTED)MSFT405,332$127,9776.60%
4MARSH & MCLENNAN COM USD1.00571748102579,404$110,2695.69%
5APPLIED MATERIALS INC COM USD0.01038222105771,650$106,8315.51%
6HDFC BANK SPON ADS (3 to 1)HDB1,621,590$95,7064.94%
7BROWN & BROWN INC COM USD0.1BRO1,328,568$92,8204.79%
8PERFORMANCE FOOD GROUP COM USD0.01PFGC1,433,280$84,3414.35%
9AVANTOR INC COM USD0.01AVTR3,763,252$79,3484.09%
10DOVER CORP COM STK USD1.00DOV562,230$78,4844.05%
11MASTERCARD INC COM CL A USD0.0001MA144,164$57,1002.95%
12ARTHUR J GALLAGHER & CO COM USD1.00363576109246,226$56,1332.90%
13CANADIAN NATURAL RESOURCES COM NPV (US LST)136385101857,400$55,4522.86%
14COOPER COMPANIES INC COM USD0.01216648402173,210$55,0752.84%
15CASEYS GEN STORES COM NPV147528103152,738$41,4822.14%
16ALPHABET INC COM CL C USD0.001GOOG283,517$37,3761.93%
17BERKSHIRE HATHAWAY CL B USD0.0033BRK-A103,187$36,1441.86%
18PHILIP MORRIS INTL INC COM STK NPV718172109383,149$35,4801.83%
19APPLE INC COM NPVAAPL183,045$31,3371.62%
20AMAZON COM INC COM USD0.01AMZN229,034$29,1141.50%
21NVIDIA CORP COM USD0.001NVDA63,337$27,5471.42%
22ADOBE INC COM USD0.0001ADBE52,492$26,7691.38%
23CISCO SYSTEMS INC COM USD0.001CSCO460,864$24,7741.28%
24BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH224,650$24,5351.27%
25BOOKING HLDGS INC COM USD0.008BKNG7,608$23,4811.21%
26MCDONALDS CORP COM USD0.01MCD88,907$23,4191.21%
27PALO ALTO NETWORKS INC COM USD0.0001PANW84,157$19,7311.02%
28BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI308,812$17,9310.93%
29EOG RESOURCES INC COM USD0.01EOG110,432$14,0040.72%
30JOHNSON & JOHNSON COM USD1.00JNJ86,197$13,4290.69%
31ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA103,884$12,5100.65%
32ACTIVISION BLIZZARD INC COM USD0.00000100507V109120,382$11,2730.58%
33DEERE & CO COM USD1DE28,748$10,8540.56%
34EXXON MOBIL CORP COM NPVXOM91,550$10,7680.56%
35COCA-COLA INC COM USD0.25KO191,055$10,7000.55%
36META PLATFORMS INC COM CL A USD0.000006META35,385$10,6220.55%
37PFIZER INC COM USD0.05PFE313,236$10,3920.54%
38PROCTER & GAMBLE CO COM NPV74271810971,018$10,3600.53%
39CENOVUS ENERGY INC COM NPV (US LISTED)CVE438,200$9,1260.47%
40CHEVRON CORP COM USD0.75CVX53,572$9,0360.47%
41HONEYWELL INTL INC COM STK USD143851610642,771$7,9010.41%
42PEPSICO INC CAP USD0.01666PEP36,281$6,1480.32%
43LOCKHEED MARTIN COM USD0.01LMT14,770$6,0440.31%
44JP MORGAN CHASE & CO COM USD1VYLD39,182$5,6840.29%
45CARRIER GLOBAL CORP COM USD0.01CARR97,646$5,3920.28%
46FISERV INC COM USD0.01FISV44,151$4,9900.26%
47CITIGROUP INC COM USD0.01C-PR106,480$4,3800.23%
48WALT DISNEY CO COM USD0.0125468710653,149$4,3090.22%
49ESTEE LAUDER CO INC COM CL A USD0.0151843910427,886$4,0330.21%
50KKR & CO INC COM NPV CL AKKRT65,271$4,0210.21%
51AIR PRODUCTS & CHEMICALS INC COM USD1AIIR11,644$3,3010.17%
52DUKE ENERGY CORP COM NPVDUKB36,816$3,2500.17%
53MONDELEZ INTL INC COM USD0.0160920710543,416$3,0140.16%
54NUTRIEN LTD COM USD NPV (US LISTED)NTR48,110$2,9710.15%
55COLGATE PALMOLIVE COM USD 1CL41,588$2,9580.15%
56ELI LILLY & CO COM NPVLLY5,502$2,9570.15%
57EBAY INC COM USD0.001 (US LISTED)EBAY63,488$2,8000.14%
58NIKE INC COM CL B NPVNKE28,515$2,7270.14%
59BLACKROCK INC COM STK USD0.01BLK4,133$2,6740.14%
60GILEAD SCIENCES INC COM USD0.001GILD34,009$2,5490.13%
61OTIS WORLDWIDE CORP COM USD0.01OTIS29,135$2,3410.12%
62ORACLE CORP COM USD0.01ORCL-PD14,957$1,5850.08%
63KINDER MORGAN INC COM USD0.01EP-PC86,420$1,4330.07%
64NEXTERA ENERGY INC COM USD0.01NEE-PW21,397$1,2260.06%
65PAYPAL HLDGS INC COM USD0.0001PYPL19,823$1,1590.06%
66AGCO CORPORATIONAGCO9,348$1,1050.06%
67ALTRIA GROUP INC COM USD0.33333MO25,689$1,0800.06%
68ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,0700.06%
69COSTCO WHOLESALE COM USD0.0122160K1051,794$1,0130.05%
70ABBOTT LABORATORIES COM NPVABLZF10,242$9920.05%
71AMGEN INC COM USD0.0001AMGN3,657$9830.05%
72COMCAST CORP COM CL A USD0.01CCZ20,240$8980.05%
73FREEPORT-MCMOR C&G INC COM STK USD0.10FCX21,350$7960.04%
74ABBVIE INC COM USD0.01ABBV5,168$7710.04%
75CATERPILLAR INC COM USD1.00CAT2,641$7210.04%
76ASPEN TECHNOLOGY COM USD0.1029109X1063,339$6820.04%
77NETFLIX COM INC COM USD0.001NFLX1,784$6730.03%
78INTUITIVE SURGICAL INC COM USD0.001ISRG2,174$6360.03%
79BLACKSTONE GROUP INC COM CL A USD0.00001BX5,753$6170.03%
80ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,360$5840.03%
81ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY6,582$5710.03%
82BANK OF AMERICA COM USD 0.0106050510420,200$5530.03%
83ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$5530.03%
84FIDELITY NATIONAL INFO SERVICES COM USD0.0131620M1069,750$5390.03%
85ILLINOIS TOOLS WORKS INC COM NPV4523081092,270$5230.03%
86MERCK & CO INC COM USD0.50MRK4,980$5130.03%
87NOV INC COM USD0.01NOV22,881$4780.02%
88GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,375$4450.02%
89ISHARES MSCI EAFE ETF USD INC4642874656,232$4290.02%
90BOSTON SCIENTIFIC COM USD0.01BSX7,625$4030.02%
91DANAHER CORP COM USD0.012358511021,624$4030.02%
92PACCAR INC COM STK USD1PCAR4,730$4020.02%
93ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$3770.02%
94ARES MANAGEMENT CORP COM CL A USDARES-PB3,600$3700.02%
95APOLLO GLOBAL MANAGEMENT COM USD03769M1064,000$3590.02%
96PAYCHEX INC COM USD0.01PAYX3,000$3460.02%
97NEWMONT GOLDCORP COM USDNEMCL9,200$3400.02%
98ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885704,104$3340.02%
99BALL CORP COM NPVBALL6,665$3320.02%
100PHILLIPS 66 COM USD0.01PSX2,356$2830.01%
101GENERAL ELECTRIC CO COM USD0.013696043012,563$2830.01%
102ADVANCED MICRO DEVICES COM USD0.01AMD2,563$2640.01%
103CME GROUP INC COM STK CL A USD0.01CME1,267$2540.01%
104INTEL CORP COM USD0.001INTC7,130$2530.01%
105ILLUMINA INC COM USD0.01ILMN1,807$2480.01%
106GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$2470.01%
107IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR1,703$2390.01%
108INTUIT INC COM USD0.01INTU462$2360.01%
109KROGER COM STK USD 1.00KR5,050$2260.01%
110PENNANTPARK INVT C COM STK USD0.00170806210433,000$2170.01%
111MERCADOLIBRE INC COM STK USD0.001MELI156$1980.01%
112NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF1,920$1750.01%
113IDEXX LABORATORIES COM USD0.1045168D104380$1660.01%
114BROADINC COM LTD INC COM NPVAVGO200$1660.01%
115ASTRAZENECA ADR (1 TO 1)AZN2,400$1630.01%
116KRAFT HEINZ CO COM USD 0.01KHC4,855$1630.01%
117ISHARES MSCI EMERGING MARKETS ETF USD INC4642872344,280$1620.01%
118OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL8,000$1610.01%
119MGM RESORTS INTL COM USD0.01MGM4,325$1590.01%
120BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,961$1560.01%
121BOEING CO COM USD5.00BA-PA794$1520.01%
122AMERICAN EXPRESS CO COM USD0.20AXP1,001$1490.01%
123KIRBY CORP COM USD0.10KEX1,725$1430.01%
124HOME DEPOT INC COM USD0.05HD432$1300.01%
125INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1300.01%
126CAMECO CORP COM NPVCCJ3,220$1280.01%
127EDWARDS LIFESCIENCES CORP COM USD1EW1,822$1260.01%
128HESS CORPORATION COM USD1HESM800$1220.01%
129MICROSTRATEGY INC COM CL A USD0.001STRK357$1170.01%
130BADGER METER INC COM USD1BMI795$1140.01%
131NVR INC COM USD0.01NVR18$1070.01%
132PEABODY ENERGY COM USD0.01BTU4,000$1040.01%
133MOODYS CORP COM US$0.01MCO250$790.00%
134GE HEALTHCARE TECH COM USD0.01GEHC1,075$730.00%
135KEURIG DR PEPPER INC COM USD0.01KDP2,291$720.00%
136PALANTIR TECH INC COM CL A USD0.001PLTR4,287$690.00%
137ARCHER DANIELS MIDLAND CO COM NPVADM900$680.00%
138CORTEVA INC COM USD0.01CTVA1,205$620.00%
139JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,579$600.00%
140ALBEMARLE CORP COM USD0.01ALB-PA345$590.00%
141AT&T INC COM USD1.00T-PC3,650$550.00%
142CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$520.00%
143AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM488$520.00%
144ECOLAB INC COM USD1ECL300$510.00%
145COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,800$500.00%
146NOW INC COM USD0.01DNOW4,159$490.00%
147GOLD FIELDS LTD ADR (1 TO 1)GFIOF4,350$470.00%
148DATADOG INC COM CL A USDDDOG510$460.00%
149CONSD EDISON INC COM USD0.10ED536$460.00%
150FMC CORP COM STK USD0.10FMC681$460.00%
151BALLYS CORP COM USD0.01BALL3,006$390.00%
152ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556308$380.00%
153MODERNA INC COM USD0.0001MRNA350$360.00%
154BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$350.00%
155INTERACTIVE STRENGTH COM USD0.0001TRNR24,612$340.00%
156HERSHEY COMPANY COM USD1HSY158$320.00%
157AMERIPRISE FIN INC COM STK USD 0.0103076C10695$310.00%
158EMBECTA CORP COM USD0.01 WIEMBC2,066$310.00%
159HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$300.00%
160ORAMED PHARMACEUTICALS INCORMP11,400$300.00%
161NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$300.00%
162FORTUNA SILVER MINES INC COM (US LISTED)34991510810,000$270.00%
163HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$260.00%
164L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$260.00%
165DEXCOM INC COM USD0.001DXCM264$250.00%
166NETEASE INC ADR (1 TO 25)NETTF250$250.00%
167GENERAC HOLDINGS INC COM USDGNRC225$250.00%
168HCA HEALTHCARE INC COM USD0.01HCA100$250.00%
169ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$220.00%
170AIRBNB INC COM CL A USD0.0001ABNB153$210.00%
171HUBSPOT INC COM USD0.001HUBS43$210.00%
172PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$210.00%
173BAIDU INC ADS (1 TO 1)BAIDF150$200.00%
174NOVARTIS AG ADR (1 TO 1)NVSEF200$200.00%
175NORTHROP GRUMMAN CORP COM USD1NOC45$200.00%
176ASANA INC COM CL A USD0.00001ASAN1,030$190.00%
177BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$180.00%
178ANALOG DEVICES INC COM USD0.16 2/3ADI100$180.00%
179ISHARES US TECHNOLOGY ETF USD INC464287721175$180.00%
180GXO LOGISTICS INC COM USD0.01GXO289$170.00%
181AMPHENOL CORP COM USD0.001032095101201$170.00%
182HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$170.00%
183FIRST SOLAR INC COM STK USD0.001FSLR100$160.00%
184AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$150.00%
185POWER INTEGRATIONS INC COM USDPOWI200$150.00%
186MASTEC INC COM USD0.10MTZ200$140.00%
187PTC INC COM USD0.01PTC100$140.00%
188GUARDANT HEALTH IN COM USD0.00001GH460$140.00%
189CBOE GLOBAL MARKETS INC COM USD0.0112503M10888$140.00%
190ARK INNOVATION ETF USD INC00214Q104365$140.00%
191INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104129$140.00%
192PERKINELMER INC COM USD1RVTY120$130.00%
193ANSYS INC COM USD 0.0103662Q10542$130.00%
194FASTENAL COM USD0.01FAST245$130.00%
195PLUG POWER INC COM USD0.01PLUG1,625$120.00%
196MAXCYTE INC COM STK USD0.01MXCT3,800$120.00%
197DOW INC COM USD0.01DOW210$110.00%
198COTERRA ENERGY INC COM USD0.10CTRA398$110.00%
199LKQ CORP COM USD0.01LKQ220$110.00%
200DUPONT DE NEMOURS INC COM USD0.01DD131$100.00%
201DIAGEO PLC ADR (1 TO 4)DGEAF65$100.00%
202DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$100.00%
203KRANESHARES BOSERA MSCI CHINA A USD INC500767405380$90.00%
204CBRE GROUP INC COM CL A USD0.01CBRE125$90.00%
205CVS HEALTH CORPORATION COM STK USD0.01CVS128$90.00%
206ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY93$90.00%
207KUBIENT INC COM USD0.0000150116V10730,000$90.00%
208GENERAL DYNAMICS CORPORATION COM USD1.00GD35$80.00%
209MARATHON DIGITAL HLDGS INC COM USD0.0001MARA820$70.00%
210AMICUS THERAPEUTIC COM USD0.01FOLD600$70.00%
211IQVIA HOLDINGS INC COM USD0.01IQV35$70.00%
212CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT1,500$70.00%
213ABCAM PLC SPON ADR (1 TO 1)000380204296$70.00%
214AUTODESK INC COM USD0.01ADSK35$70.00%
215CHAMPIONX CORP COM USD0.0115872M104187$70.00%
216ROBO GBL ROBOTICS & AUTOMATION ETF USD INC301505707125$60.00%
217KEYSIGHT TECHNOLOGIES INC COMKEYS49$60.00%
218INCYTE CORPORATION COM USD0.001INCY80$50.00%
219OKTA INC COM CL A USD0.0001OKTA56$50.00%
220CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$40.00%
221CADIZ INC COM USD0.01CDZIP1,000$30.00%
222CANOO INC COM CL A USD0.000113803R1025,100$30.00%
223GINKGO BIOWORKS HLDGS COM CL A USD0.0001DNABW1,120$20.00%
224DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
225ARCHER AVIATION INC COM USD0.0001ACHR-WT390$20.00%
226FARFETCH LTD COM CL A USD0.0430744W1071,170$20.00%
227DOMA HOLDINGS INC COM USD0.0001 REV/SPLIT25703A203320$20.00%
228LUMINAR TECHNOLOGIES INC COM CL A USD0.0001LAZRQ405$20.00%
229COINBASE GLOBAL INC COM CL A USD0.00001COIN30$20.00%
230T ROWE PRICE GROUP INC COM USD0.20TROW20$20.00%
231NIO INC SPON ADR (1 TO 1)NIOIF224$20.00%
232KYNDRYL HLDGS INC COM USD0.01KD162$20.00%
233TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$10.00%
234AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$10.00%
235MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
236GRAY TELEVISION COM NPVGTN-A136$10.00%
237GEN DIGITAL INC COM USD0.01GENVR64$10.00%
238NORTHERN TRUST COM USD1.666NTRSO1,150$00.00%
239BATTALION OIL CORP COM USD0.0001BATL1$00.00%
240LEMONADE INC COM USD0.00001LMND4$00.00%