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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 Q1 2024 · Filed May 14, 2024 · Accession 0001718570-24-000003

Total Value
$2.7M
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INC COM USD0.01AMZN1,125,707$202,9037.41%
2ALPHABET INC COM CL A USD0.001GOOG1,256,307$189,4576.92%
3MICROSOFT CORP COM USD (US LISTED)MSFT420,630$176,6756.45%
4ELEVANCE HEALTH COM USD0.01ELV291,762$151,2255.52%
5BECTON DICKINSON & COBDX550,664$136,1934.98%
6MARSH & MCLENNAN COM USD1.00571748102626,965$129,0864.72%
7PERFORMANCE FOOD GROUP COM USD0.01PFGC1,691,072$126,2134.61%
8HDFC BANK SPON ADS (3 to 1)HDB2,153,038$120,5164.40%
9BROWN & BROWN INC COM USD0.1BRO1,333,314$116,6584.26%
10DOVER CORP COM STK USD1.00DOV637,078$112,8114.12%
11AVANTOR INC COM USD0.01AVTR3,763,867$96,1483.51%
12AMERIPRISE FIN INC COM STK USD 0.0103076C106219,260$96,1303.51%
13APPLIED MATERIALS INC COM USD0.01038222105463,835$95,6083.49%
14ARTHUR J GALLAGHER & CO COM USD1.00363576109356,610$89,1403.26%
15MASTERCARD INC COM CL A USD0.0001MA148,938$71,6312.62%
16NVIDIA CORP COM USD0.001NVDA59,981$54,1451.98%
17BERKSHIRE HATHAWAY CL B USD0.0033BRK-A111,729$46,9651.72%
18ALPHABET INC COM CL C USD0.001GOOG298,963$45,4991.66%
19ADOBE INC COM USD0.0001ADBE80,528$40,6231.48%
20DONALDSON CO INC COM USD5DCI523,880$39,0971.43%
21APPLE INC COM NPVAAPL221,086$37,9131.38%
22BOOKING HLDGS INC COM USD0.008BKNG9,774$35,4551.30%
23BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH226,404$33,6111.23%
24PHILIP MORRIS INTL INC COM STK NPV718172109364,894$33,4221.22%
25HILTON GRAND VACATIONS COM USD0.01HGV598,920$28,2421.03%
26MCDONALDS CORP COM USD0.01MCD96,586$27,2230.99%
27MARRIOTT VACATIONS COM USD0.01VAC241,960$26,1090.95%
28PALO ALTO NETWORKS INC COM USD0.0001PANW89,710$25,4790.93%
29CISCO SYSTEMS INC COM USD0.001CSCO460,355$22,9650.84%
30ELI LILLY & CO COM NPVLLY24,278$18,8660.69%
31EOG RESOURCES INC COM USD0.01EOG136,225$17,4140.64%
32COCA-COLA INC COM USD0.25KO284,614$17,4060.64%
33META PLATFORMS INC COM CL A USD0.000006META33,269$16,1580.59%
34JOHNSON & JOHNSON COM USD1.00JNJ93,676$14,8180.54%
35DEERE & CO COM USD1DE33,104$13,5910.50%
36ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA93,151$12,3570.45%
37PROCTER & GAMBLE CO COM NPV74271810974,482$12,0780.44%
38NASDAQ INC COM USD0.01NDAQ173,818$10,9600.40%
39NIKE INC COM CL B NPVNKE116,031$10,9030.40%
40BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI191,559$10,3890.38%
41EXXON MOBIL CORP COM NPVXOM89,329$10,3830.38%
42JP MORGAN CHASE & CO COM USD1VYLD49,851$9,9840.36%
43HONEYWELL INTL INC COM STK USD143851610647,058$9,6570.35%
44WALT DISNEY CO COM USD0.0125468710671,284$8,7210.32%
45CHEVRON CORP COM USD0.75CVX54,262$8,5580.31%
46FISERV INC COM USD0.01FISV47,896$7,6480.28%
47PEPSICO INC CAP USD0.01666PEP40,588$7,1040.26%
48CITIGROUP INC COM USD0.01C-PR109,260$6,9090.25%
49PFIZER INC COM USD0.05PFE239,884$6,6530.24%
50ESTEE LAUDER CO INC COM CL A USD0.0151843910439,297$6,0540.22%
51MONDELEZ INTL INC COM USD0.0160920710585,242$5,9640.22%
52QUALCOMM INC COM USD0.0001QCOM33,591$5,6860.21%
53CARRIER GLOBAL CORP COM USD0.01CARR97,371$5,6600.21%
54LOCKHEED MARTIN COM USD0.01LMT12,154$5,5260.20%
55COLGATE PALMOLIVE COM USD 1CL44,678$4,0220.15%
56BLACKROCK INC COM STK USD0.01BLK4,816$4,0100.15%
57KKR & CO INC COM NPV CL AKKRT36,720$3,6930.13%
58DUKE ENERGY CORP COM NPVDUKB36,268$3,5060.13%
59OTIS WORLDWIDE CORP COM USD0.01OTIS28,613$2,8400.10%
60EBAY INC COM USD0.001 (US LISTED)EBAY51,873$2,7380.10%
61GILEAD SCIENCES INC COM USD0.001GILD33,854$2,4790.09%
62NUTRIEN LTD COM USD NPV (US LISTED)NTR41,210$2,2370.08%
63ORACLE CORP COM USD0.01ORCL-PD16,333$2,0510.07%
64FREEPORT-MCMOR C&G INC COM STK USD0.10FCX41,356$1,9430.07%
65INTUIT INC COM USD0.01INTU2,532$1,6460.06%
66INTUITIVE SURGICAL INC COM USD0.001ISRG3,894$1,5530.06%
67KINDER MORGAN INC COM USD0.01EP-PC77,490$1,4210.05%
68ABBOTT LABORATORIES COM NPVABLZF12,113$1,3770.05%
69COSTCO WHOLESALE COM USD0.0122160K1051,816$1,3300.05%
70ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,3000.05%
71NETFLIX COM INC COM USD0.001NFLX1,833$1,1130.04%
72ALTRIA GROUP INC COM USD0.33333MO25,044$1,0920.04%
73BALL CORP COM NPVBALL15,396$1,0370.04%
74AMGEN INC COM USD0.0001AMGN3,317$9430.03%
75BLACKSTONE GROUP INC COM CL A USD0.00001BX6,933$9110.03%
76ABBVIE INC COM USD0.01ABBV4,943$8990.03%
77CATERPILLAR INC COM USD1.00CAT2,269$8310.03%
78BANK OF AMERICA COM USD 0.0106050510420,200$7660.03%
79ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,432$7530.03%
80MICROSTRATEGY INC COM CL A USD0.001STRK432$7360.03%
81FIDELITY NATIONAL INFO SERVICES COM USD0.0131620M1069,750$7230.03%
82MERCK & CO INC COM USD0.50MRK5,464$7210.03%
83ASPEN TECHNOLOGY COM USD0.1029109X1063,339$7120.03%
84NEXTERA ENERGY INC COM USD0.01NEE-PW10,458$6680.02%
85GENERAL ELECTRIC CO COM USD0.013696043013,739$6560.02%
86ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6370.02%
87KRAFT HEINZ CO COM USD 0.01KHC16,190$5970.02%
88PACCAR INC COM STK USD1PCAR4,730$5860.02%
89DANAHER CORP COM USD0.012358511022,336$5830.02%
90ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY8,026$5810.02%
91PAYPAL HLDGS INC COM USD0.0001PYPL8,524$5710.02%
92ARES MANAGEMENT CORP COM CL A USDARES-PB4,230$5620.02%
93BOSTON SCIENTIFIC COM USD0.01BSX8,091$5540.02%
94NEWMONT GOLDCORP COM USDNEMCL15,350$5500.02%
95APOLLO GLOBAL MANAGEMENT COM USD03769M1064,700$5280.02%
96IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,651$5060.02%
97ISHARES MSCI EAFE ETF USD INC4642874656,232$4980.02%
98GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,162$4850.02%
99ILLINOIS TOOLS WORKS INC COM NPV4523081091,740$4670.02%
100PALANTIR TECH INC COM CL A USD0.001PLTR19,811$4560.02%
101NOV INC COM USD0.01NOV22,881$4470.02%
102ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4420.02%
103ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$4020.01%
104ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885703,879$3910.01%
105ADVANCED MICRO DEVICES COM USD0.01AMD2,133$3850.01%
106AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,490$3720.01%
107PAYCHEX INC COM USD0.01PAYX3,000$3680.01%
108PHILLIPS 66 COM USD0.01PSX2,249$3670.01%
109GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$3180.01%
110AIR PRODUCTS & CHEMICALS INC COM USD1AIIR1,282$3110.01%
111INTEL CORP COM USD0.001INTC6,980$3080.01%
112GENERAL DYNAMICS CORPORATION COM USD1.00GD950$2680.01%
113PENNANTPARK INVT C COM STK USD0.00170806210438,800$2660.01%
114COMCAST CORP COM CL A USD0.01CCZ5,810$2520.01%
115NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF1,830$2350.01%
116ISHARES INDIA 50 ETF USD INC4642895294,560$2300.01%
117AMERICAN EXPRESS CO COM USD0.20AXP1,001$2280.01%
118CME GROUP INC COM STK CL A USD0.01CME1,042$2240.01%
119IDEXX LABORATORIES COM USD0.1045168D104410$2210.01%
120DATADOG INC COM CL A USDDDOG1,707$2110.01%
121BROADINC COM LTD INC COM NPVAVGO135$1790.01%
122CHURCH & DWIGHT COM USD1.00CHD1,700$1770.01%
123EDWARDS LIFESCIENCES CORP COM USD1EW1,822$1740.01%
124KIRBY CORP COM USD0.10KEX1,725$1640.01%
125INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1630.01%
126ASTRAZENECA ADR (1 TO 1)AZN2,400$1630.01%
127FIRST SOLAR INC COM STK USD0.001FSLR900$1520.01%
128BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,961$1510.01%
129HOME DEPOT INC COM USD0.05HD392$1500.01%
130GE HEALTHCARE TECH COM USD0.01GEHC1,522$1380.01%
131BADGER METER INC COM USD1BMI820$1330.00%
132MOODYS CORP COM US$0.01MCO335$1320.00%
133COOPER COMPANIES INC COM USD0.10 (P/S)2166485011,420$1290.00%
134NVR INC COM USD0.01NVR16$1290.00%
135AGCO CORPORATIONAGCO1,025$1260.00%
136BOEING CO COM USD5.00BA-PA600$1160.00%
137NORTHERN TRUST COM USD1.666NTRSO1,250$1110.00%
138PEABODY ENERGY COM USD0.01BTU4,000$970.00%
139OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL4,600$900.00%
140HESS CORPORATION COM USD1HESM575$880.00%
141JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,290$850.00%
142JP MORGAN NASDAQ EQTY PREMIUM ETF USD INC46654Q2031,477$800.00%
143DISCOVER FINANCIAL SERVICES COM STK USD0.01254709108592$780.00%
144WALT DISNEY CO WALT DISNEY ORD254687106695$770.00%
145METTLER TOLEDO COM USD0.01MTD57$760.00%
146CDW CORP COM USD0.01CDW295$750.00%
147INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ426$720.00%
148ECOLAB INC COM USD1ECL300$690.00%
149CANADIAN PACIFIC KANSAS CITY LIMITED COM NPVCP770$680.00%
150IOVANCE BIO COM USD0.000041666IOVA4,550$670.00%
151JP MORGAN EQUITY PREMIUM ETF USD INC46641Q3321,145$660.00%
152MODERNA INC COM USD0.0001MRNA600$640.00%
153MGM RESORTS INTL COM USD0.01MGM1,325$630.00%
154DNOW INCDNOW4,159$630.00%
155CORTEVA INC COM USD0.01CTVA1,050$610.00%
156ARCHER DANIELS MIDLAND CO COM NPVADM900$570.00%
157CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$540.00%
158COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,400$530.00%
159CANADIAN NATURAL RESOURCES COM NPV (US LST)136385101700$530.00%
160AT&T INC COM USD1.00T-PC2,900$510.00%
161MONGODB INC COM CL A USD0.001MDB140$500.00%
162NUVEEN S&P 500 DYNAMIC OVERWRITE USD16706EW1003,034$480.00%
163HUBSPOT INC COM USD0.001HUBS73$460.00%
164KEURIG DR PEPPER INC COM USD0.01KDP1,453$450.00%
165BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$400.00%
166CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD117$370.00%
167DEXCOM INC COM USD0.001DXCM264$370.00%
168FORTUNA SILVER MINES INC COM (US LISTED)34991510810,000$370.00%
169ARM HOLDINGS PLC SPON ADR (1 to 1)042068205295$370.00%
170NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$370.00%
171INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104256$350.00%
172ISHARES MSCI JAPAN ETF USD INC46434G822475$340.00%
173KROGER COM STK USD 1.00KR600$340.00%
174HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$330.00%
175ORAMED PHARMACEUTICALS INCORMP11,400$330.00%
176HCA HEALTHCARE INC COM USD0.01HCA100$330.00%
177ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556230$320.00%
178L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$320.00%
179AIRBNB INC COM CL A USD0.0001ABNB190$310.00%
180HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$300.00%
181GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$300.00%
182CAMECO CORP COM NPVCCJ670$290.00%
183ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$270.00%
184NETEASE INC ADR (1 TO 25)NETTF250$260.00%
185BOOT BARN HOLDINGS COM USD0.0001BOOT265$250.00%
186ISHARES US TECHNOLOGY ETF USD INC464287721175$240.00%
187DUPONT DE NEMOURS INC COM USD0.01DD316$240.00%
188EMBECTA CORP COM USD0.01 WIEMBC1,812$240.00%
189AMPHENOL CORP COM USD0.001032095101201$230.00%
190DOW INC COM USD0.01DOW395$230.00%
191GLOBAL X URANIUM ETF USD37954Y871800$230.00%
192NORTHROP GRUMMAN CORP COM USD1NOC45$220.00%
193PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$210.00%
194ANALOG DEVICES INC COM USD0.16 2/3ADI100$200.00%
195NOVARTIS AG ADR (1 TO 1)NVSEF200$190.00%
196MASCO CORP COM USD1.00MAS245$190.00%
197FASTENAL COM USD0.01FAST245$190.00%
198PTC INC COM USD0.01PTC100$190.00%
199MASTEC INC COM USD0.10MTZ200$190.00%
200BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$180.00%
201HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$180.00%
202ARK INNOVATION ETF USD INC00214Q104365$180.00%
203PURE STORAGE INC COM USD0.0001 CL A74624M102350$180.00%
204CBOE GLOBAL MARKETS INC COM USD0.0112503M10888$160.00%
205ASANA INC COM CL A USD0.00001ASAN1,030$160.00%
206BAIDU INC ADS (1 TO 1)BAIDF150$160.00%
207MAXCYTE INC COM STK USD0.01MXCT3,800$160.00%
208ALBEMARLE CORP COM USD0.01ALB-PA115$150.00%
209ANSYS INC COM USD 0.0103662Q10542$150.00%
210AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$150.00%
211OCCIDENTAL PETROLEUM CORP COM STK USD0.20674599105220$140.00%
212POWER INTEGRATIONS INC COM USDPOWI200$140.00%
213HEICO CORP COM USD0.01HEI-A75$120.00%
214LKQ CORP COM USD0.01LKQ220$120.00%
215CBRE GROUP INC COM CL A USD0.01CBRE125$120.00%
216DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$110.00%
217COTERRA ENERGY INC COM USD0.10CTRA398$110.00%
218HERSHEY COMPANY COM USD1HSY56$110.00%
219DIAGEO PLC ADR (1 TO 4)DGEAF65$100.00%
220AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM90$100.00%
221CVS HEALTH CORPORATION COM STK USD0.01CVS128$100.00%
222IQVIA HOLDINGS INC COM USD0.01IQV35$90.00%
223PERKINELMER INC COM USD1RVTY90$90.00%
224GUARDANT HEALTH IN COM USD0.00001GH460$90.00%
225QUALYS INC COM USD0.001QLYS55$90.00%
226COINBASE GLOBAL INC COM CL A USD0.00001COIN30$80.00%
227ILLUMINA INC COM USD0.01ILMN60$80.00%
228AMICUS THERAPEUTIC COM USD0.01FOLD600$70.00%
229ROBO GBL ROBOTICS & AUTOMATION ETF USD INC301505707125$70.00%
230ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY93$70.00%
231CHAMPIONX CORP COM USD0.0115872M104187$70.00%
232ALIGN TECHNOLOGY COM USD0.0001 (US LISTED)ALGN20$70.00%
233JONES LANG LASALLE INC COM USD0.01JLL35$70.00%
234CONSD EDISON INC COM USD0.10ED80$70.00%
235OKTA INC COM CL A USD0.0001OKTA56$60.00%
236CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$60.00%
237FMC CORP COM STK USD0.10FMC90$60.00%
238INTERACTIVE STRENGTH COM USD0.0001TRNR24,612$60.00%
239MERCADOLIBRE INC COM STK USD0.001MELI3$50.00%
240INCYTE CORPORATION COM USD0.001INCY80$50.00%
241QUANTUM COMPUTING COM USD0.001QUBT5,000$50.00%
242CADIZ INC COM USD0.01CDZIP1,000$30.00%
243AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$30.00%
244CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT1,500$30.00%
245PLUG POWER INC COM USD0.01PLUG775$30.00%
246ORGANON & CO COM USD0.01OGN97$20.00%
247DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
248GXO LOGISTICS INC COM USD0.01GXO39$20.00%
249ARCHER AVIATION INC COM USD0.0001ACHR-WT390$20.00%
250TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$20.00%
251CRICUT INC COM USD0.001CRCT500$20.00%
252CANOO INC USD0.000113803R201221$10.00%
253NIO INC SPON ADR (1 TO 1)NIOIF224$10.00%
254GINKGO BIOWORKS HLDGS COM CL A USD0.0001DNABW1,120$10.00%
255MARATHON DIGITAL HLDGS INC COM USD0.0001MARA26$10.00%
256DOMA HOLDINGS INC COM USD0.0001 REV/SPLIT25703A203320$10.00%
257GEN DIGITAL INC COM USD0.01GENVR50$10.00%
258MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
259GRAY TELEVISION COM NPVGTN-A136$10.00%
260KYNDRYL HLDGS INC COM USD0.01KD21$00.00%
261BATTALION OIL CORP COM USD0.0001BATL1$00.00%
262LEMONADE INC COM USD0.00001LMND4$00.00%
263LUMINAR TECHNOLOGIES INC COM CL A USD0.0001LAZRQ185$00.00%
264QUANTUMSCAPE CORP COM CL A USD0.0001QS35$00.00%