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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 2024 · Filed August 7, 2024 · Accession 0001718570-24-000004

Total Value
$2.9M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INC COM USD0.01AMZN1,375,692$266,0189.05%
2ALPHABET INC COM CL A USD0.001GOOG1,345,524$245,0008.33%
3ELEVANCE HEALTH COM USD0.01ELV369,333$200,0516.80%
4MICROSOFT CORP COM USD (US LISTED)MSFT433,448$193,6656.59%
5HDFC BANK SPON ADS (3 to 1)HDB2,153,633$138,5764.71%
6MARSH & MCLENNAN COM USD1.00571748102628,164$132,3734.50%
7PERFORMANCE FOOD GROUP COM USD0.01PFGC1,960,024$129,4504.40%
8BECTON DICKINSON & COBDX527,345$123,2544.19%
9BROWN & BROWN INC COM USD0.1BRO1,334,103$119,2754.06%
10BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH707,044$108,8003.70%
11AVANTOR INC COM USD0.01AVTR4,487,805$95,1193.23%
12ARTHUR J GALLAGHER & CO COM USD1.00363576109365,540$94,7213.22%
13AMERIPRISE FIN INC COM STK USD 0.0103076C106219,430$93,8623.19%
14DONALDSON CO INC COM USD5DCI1,010,659$72,3082.46%
15MASTERCARD INC COM CL A USD0.0001MA149,555$65,9562.24%
16APPLE INC COM NPVAAPL291,475$61,3542.09%
17NVIDIA CORP COM USD0.001NVDA491,525$60,6812.06%
18ALPHABET INC COM CL C USD0.001GOOG294,088$53,9421.83%
19BERKSHIRE HATHAWAY CL B USD0.0033BRK-A118,196$48,1041.64%
20ADOBE INC COM USD0.0001ADBE86,523$48,0691.63%
21HILTON GRAND VACATIONS COM USD0.01HGV1,071,680$43,3331.47%
22BOOKING HLDGS INC COM USD0.008BKNG10,304$40,8111.39%
23PHILIP MORRIS INTL INC COM STK NPV718172109366,423$37,1241.26%
24ELI LILLY & CO COM NPVLLY37,236$33,7431.15%
25PALO ALTO NETWORKS INC COM USD0.0001PANW98,549$33,4121.14%
26MARRIOTT VACATIONS COM USD0.01VAC345,570$30,1791.03%
27NASDAQ INC COM USD0.01NDAQ353,152$21,2830.72%
28MCDONALDS CORP COM USD0.01MCD83,218$21,2020.72%
29EOG RESOURCES INC COM USD0.01EOG156,821$19,7430.67%
30COCA-COLA INC COM USD0.25KO285,796$18,1890.62%
31CISCO SYSTEMS INC COM USD0.001CSCO363,122$17,2460.59%
32META PLATFORMS INC COM CL A USD0.000006META32,925$16,5980.56%
33JOHNSON & JOHNSON COM USD1.00JNJ97,498$14,2460.48%
34DEERE & CO COM USD1DE35,033$13,0840.44%
35ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA91,590$12,7660.43%
36PROCTER & GAMBLE CO COM NPV74271810971,387$11,7710.40%
37HONEYWELL INTL INC COM STK USD143851610653,078$11,3360.39%
38JP MORGAN CHASE & CO COM USD1VYLD53,629$10,8540.37%
39NIKE INC COM CL B NPVNKE119,270$8,9890.31%
40APPLIED MATERIALS INC COM USD0.0103822210535,512$8,3810.29%
41WALT DISNEY CO COM USD0.0125468710681,142$8,0480.27%
42FISERV INC COM USD0.01FISV49,456$7,3680.25%
43CARRIER GLOBAL CORP COM USD0.01CARR114,691$7,2350.25%
44BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI169,812$7,0530.24%
45QUALCOMM INC COM USD0.0001QCOM35,341$7,0330.24%
46CITIGROUP INC COM USD0.01C-PR105,390$6,6910.23%
47CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS21,216$6,5290.22%
48PEPSICO INC CAP USD0.01666PEP37,783$6,2330.21%
49PFIZER INC COM USD0.05PFE217,073$6,0750.21%
50LOCKHEED MARTIN COM USD0.01LMT12,791$5,9760.20%
51CHEVRON CORP COM USD0.75CVX36,658$5,7340.20%
52MONDELEZ INTL INC COM USD0.0160920710586,337$5,6490.19%
53RTX CORPORATION COM USD1.00RTX51,772$5,2000.18%
54EXXON MOBIL CORP COM NPVXOM38,760$4,4610.15%
55COLGATE PALMOLIVE COM USD 1CL45,779$4,4400.15%
56BLACKROCK INC COM STK USD0.01BLK5,506$4,3370.15%
57KKR & CO INC COM NPV CL AKKRT36,640$3,8620.13%
58DUKE ENERGY CORP COM NPVDUKB33,397$3,3470.11%
59FREEPORT-MCMOR C&G INC COM STK USD0.10FCX59,888$2,9110.10%
60ESTEE LAUDER CO INC COM CL A USD0.0151843910426,283$2,7950.10%
61OTIS WORLDWIDE CORP COM USD0.01OTIS28,038$2,6990.09%
62GILEAD SCIENCES INC COM USD0.001GILD34,008$2,3330.08%
63ORACLE CORP COM USD0.01ORCL-PD16,033$2,2630.08%
64INTUITIVE SURGICAL INC COM USD0.001ISRG4,939$2,1970.07%
65NUTRIEN LTD COM USD NPV (US LISTED)NTR40,860$2,0800.07%
66INTUIT INC COM USD0.01INTU2,951$1,9390.07%
67KINDER MORGAN INC COM USD0.01EP-PC77,630$1,5430.05%
68COSTCO WHOLESALE COM USD0.0122160K1051,595$1,3560.05%
69NETFLIX COM INC COM USD0.001NFLX1,996$1,3470.05%
70ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,2670.04%
71ABBOTT LABORATORIES COM NPVABLZF11,853$1,2320.04%
72BROADCOM INC COM USD0.001AVGO746$1,1980.04%
73EBAY INC COM USD0.001 (US LISTED)EBAY21,063$1,1320.04%
74ALTRIA GROUP INC COM USD0.33333MO24,389$1,1110.04%
75BALL CORP COM NPVBALL17,622$1,0570.04%
76AMGEN INC COM USD0.0001AMGN3,317$1,0370.04%
77ASTERA LABS INC COM USD0.0001ALAB15,000$9080.03%
78BLACKSTONE GROUP INC COM CL A USD0.00001BX7,302$9040.03%
79ABBVIE INC COM USD0.01ABBV5,003$8570.03%
80ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY11,496$8280.03%
81ADVANCED MICRO DEVICES COM USD0.01AMD4,968$8060.03%
82MERCK & CO INC COM USD0.50MRK6,468$8010.03%
83CATERPILLAR INC COM USD1.00CAT2,269$7560.03%
84DANAHER CORP COM USD0.012358511022,877$7190.02%
85BANK OF AMERICA COM USD 0.0106050510417,645$7020.02%
86ASPEN TECHNOLOGY COM USD0.1029109X1063,339$6630.02%
87NEXTERA ENERGY INC COM USD0.01NEE-PW9,226$6530.02%
88NEWMONT GOLDCORP COM USDNEMCL15,350$6420.02%
89ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6030.02%
90ARCUTIS BIOTHERAPEUTICS COM USD0.0001ARQT64,774$6020.02%
91GE AEROSPACE COM USD0.013696043013,724$5920.02%
92MICROSTRATEGY INC COM CL A USD0.001STRK423$5830.02%
93PAYPAL HLDGS INC COM USD0.0001PYPL10,009$5810.02%
94ARES MANAGEMENT CORP COM CL A USDARES-PB4,230$5640.02%
95APOLLO GLOBAL MANAGEMENT COM USD03769M1064,700$5550.02%
96KRAFT HEINZ CO COM USD 0.01KHC16,190$5220.02%
97BOSTON SCIENTIFIC COM USD0.01BSX6,761$5210.02%
98GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,153$5210.02%
99ISHARES MSCI EAFE ETF USD INC4642874656,232$4880.02%
100PACCAR INC COM STK USD1PCAR4,730$4870.02%
101NOV INC COM USD0.01NOV22,881$4350.01%
102ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4250.01%
103ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$4170.01%
104ILLINOIS TOOLS WORKS INC COM NPV4523081091,740$4120.01%
105ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885703,879$4030.01%
106ISHARES S&P 500 CORE ETF USD INC (US LIST)464287200732$4000.01%
107IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,241$3880.01%
108PALANTIR TECH INC COM CL A USD0.001PLTR14,736$3730.01%
109PAYCHEX INC COM USD0.01PAYX3,000$3560.01%
110AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,490$3560.01%
111MOODYS CORP COM US$0.01MCO775$3260.01%
112HOME DEPOT INC COM USD0.05HD942$3240.01%
113PHILLIPS 66 COM USD0.01PSX2,249$3180.01%
114AIR PRODUCTS & CHEMICALS INC COM USD1AIIR1,208$3110.01%
115GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$3090.01%
116PENNANTPARK INVT C COM STK USD0.00170806210438,800$2930.01%
117GENERAL DYNAMICS CORPORATION COM USD1.00GD950$2760.01%
118ISHARES INDIA 50 ETF USD INC4642895294,560$2450.01%
119AMERICAN EXPRESS CO COM USD0.20AXP1,001$2320.01%
120NORTHERN TRUST COM USD1.666NTRSO2,570$2160.01%
121CME GROUP INC COM STK CL A USD0.01CME1,042$2050.01%
122IDEXX LABORATORIES COM USD0.1045168D104410$2000.01%
123DATADOG INC COM CL A USDDDOG1,529$1980.01%
124ASTRAZENECA ADR (1 TO 1)AZN2,400$1870.01%
125INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1810.01%
126FEDEX CORP COM USD0.10FDX600$1800.01%
127CHURCH & DWIGHT COM USD1.00CHD1,700$1760.01%
128COMCAST CORP COM CL A USD0.01CCZ4,267$1670.01%
129GE VERNOVA LLC COM USD0.01GEV972$1670.01%
130KIRBY CORP COM USD0.10KEX1,325$1590.01%
131ALPHA METALLURGICAL COM USD0.01020764106550$1540.01%
132BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,961$1530.01%
133BADGER METER INC COM USD1BMI714$1330.00%
134COOPER COMPANIES INC COM USD0.10 (P/S)2166485011,420$1290.00%
135GE HEALTHCARE TECH COM USD0.01GEHC1,530$1190.00%
136NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF770$1100.00%
137BOEING CO COM USD5.00BA-PA600$1090.00%
138INTEL CORP COM USD0.001INTC3,500$1080.00%
139ISHARES MSCI JAPAN ETF USD INC46434G8221,500$1020.00%
140AGCO CORPORATIONAGCO1,025$1000.00%
141DOVER CORP COM STK USD1.00DOV548$990.00%
142JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,197$890.00%
143OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL4,600$860.00%
144HESS CORPORATION COM USD1HESM575$850.00%
145JP MORGAN NASDAQ EQTY PREMIUM ETF USD INC46654Q2031,477$820.00%
146MODERNA INC COM USD0.0001MRNA675$800.00%
147DISCOVER FINANCIAL SERVICES COM STK USD0.01254709108592$770.00%
148ECOLAB INC COM USD1ECL300$710.00%
149INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ426$700.00%
150JP MORGAN EQUITY PREMIUM ETF USD INC46641Q3321,145$650.00%
151LAM RESEARCH CORP COM USD0.001LRCX59$630.00%
152MONOLITHIC POWER SYSTEMS INC COM USD0.00160983910575$620.00%
153KLA CORPORATION COM USD0.001KLAC75$620.00%
154MGM RESORTS INTL COM USD0.01MGM1,325$590.00%
155CORTEVA INC COM USD0.01CTVA1,050$570.00%
156DNOW INCDNOW4,159$570.00%
157AT&T INC COM USD1.00T-PC2,900$550.00%
158ON SEMICONDUCTOR CORP COM USD0.01ON739$510.00%
159CANADIAN NATURAL RESOURCES COM NPV (US LST)1363851011,400$500.00%
160CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD127$490.00%
161FORTUNA MINING CORP COM NPV34994210210,000$490.00%
162KEURIG DR PEPPER INC COM USD0.01KDP1,453$480.00%
163CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$460.00%
164CAMECO CORP COM NPVCCJ930$460.00%
165PDS BIOTECHNOLOGY COM USD0.00033PDSB15,000$440.00%
166HUBSPOT INC COM USD0.001HUBS73$430.00%
167BIOMARIN PHARMA COM USD0.001BMRN495$410.00%
168BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$400.00%
169COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,400$390.00%
170NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$370.00%
171MICRON TECHNOLOGY COM USD0.10MU280$370.00%
172JONES LANG LASALLE INC COM USD0.01JLL180$370.00%
173IOVANCE BIO COM USD0.000041666IOVA4,550$360.00%
174AIRBNB INC COM CL A USD0.0001ABNB240$360.00%
175ARM HOLDINGS PLC SPON ADR (1 to 1)042068205220$360.00%
176HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$350.00%
177L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$340.00%
178HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$320.00%
179HCA HEALTHCARE INC COM USD0.01HCA100$320.00%
180ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556230$320.00%
181BOOT BARN HOLDINGS COM USD0.0001BOOT240$310.00%
182MERCADOLIBRE INC COM STK USD0.001MELI19$310.00%
183DEXCOM INC COM USD0.001DXCM264$300.00%
184INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104217$300.00%
185ORAMED PHARMACEUTICALS INCORMP11,400$290.00%
186GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$280.00%
187MARKEL GROUP INC COM NPVMKL17$270.00%
188ISHARES US TECHNOLOGY ETF USD INC464287721175$260.00%
189ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$260.00%
190DUPONT DE NEMOURS INC COM USD0.01DD316$250.00%
191NETEASE INC ADR (1 TO 25)NETTF250$240.00%
192FIRST SOLAR INC COM STK USD0.001FSLR100$230.00%
193ANALOG DEVICES INC COM USD0.16 2/3ADI100$230.00%
194PURE STORAGE INC COM USD0.0001 CL A74624M102350$220.00%
195MASTEC INC COM USD0.10MTZ200$210.00%
196NOVARTIS AG ADR (1 TO 1)NVSEF200$210.00%
197HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$210.00%
198AMPHENOL CORP COM USD0.001032095101300$200.00%
199REGENERON PHARMS COM USD0.001REGN19$200.00%
200NORTHROP GRUMMAN CORP COM USD1NOC45$200.00%
201EMBECTA CORP COM USD0.01 WIEMBC1,431$180.00%
202PTC INC COM USD0.01PTC100$180.00%
203BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$170.00%
204ARK INNOVATION ETF USD INC00214Q104365$160.00%
205AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$160.00%
206MASCO CORP COM USD1.00MAS245$160.00%
207MAXCYTE INC COM STK USD0.01MXCT3,800$150.00%
208PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$150.00%
209FASTENAL COM USD0.01FAST245$150.00%
210FIDELITY NATIONAL INFO SERVICES COM USD0.0131620M106200$150.00%
211ASANA INC COM CL A USD0.00001ASAN1,030$140.00%
212POWER INTEGRATIONS INC COM USDPOWI200$140.00%
213OCCIDENTAL PETROLEUM CORP COM STK USD0.20674599105220$140.00%
214GUARDANT HEALTH IN COM USD0.00001GH460$130.00%
215ANSYS INC COM USD 0.0103662Q10542$130.00%
216BAIDU INC ADS (1 TO 1)BAIDF150$130.00%
217HEICO CORP COM USD0.01HEI-A75$130.00%
218DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$110.00%
219MONGODB INC COM CL A USD0.001MDB45$110.00%
220HERSHEY COMPANY COM USD1HSY56$100.00%
221DOW INC COM USD0.01DOW185$100.00%
222EDWARDS LIFESCIENCES CORP COM USD1EW100$90.00%
223LKQ CORP COM USD0.01LKQ220$90.00%
224PERKINELMER INC COM USD1RVTY90$90.00%
225QUALYS INC COM USD0.001QLYS55$80.00%
226DIAGEO PLC ADR (1 TO 4)DGEAF65$80.00%
227ILLUMINA INC COM USD0.01ILMN80$80.00%
228COINBASE GLOBAL INC COM CL A USD0.00001COIN30$70.00%
229CONSD EDISON INC COM USD0.10ED80$70.00%
230IQVIA HOLDINGS INC COM USD0.01IQV35$70.00%
231ROBO GBL ROBOTICS & AUTOMATION ETF USD INC301505707125$70.00%
232AMICUS THERAPEUTIC COM USD0.01FOLD600$60.00%
233CHAMPIONX CORP COM USD0.0115872M104187$60.00%
234RECURSION PHARMACEUTICALS COM USD0.00001RXRX800$60.00%
235COOPER COMPANIES INC COM USD0.10 (P/S)21664850164$60.00%
236INCYTE CORPORATION COM USD0.001INCY80$50.00%
237ALIGN TECHNOLOGY COM USD0.0001 (US LISTED)ALGN20$50.00%
238CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$50.00%
239OKTA INC COM CL A USD0.0001OKTA56$50.00%
240CRICUT INC COM USD0.001CRCT500$30.00%
241QUANTUM COMPUTING COM USD0.001QUBT5,000$30.00%
242CADIZ INC COM USD0.01CDZIP1,000$30.00%
243DOMA HOLDINGS INC COM USD0.0001 REV/SPLIT25703A203320$20.00%
244CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT1,500$20.00%
245AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$20.00%
246DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
247TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$20.00%
248PLUG POWER INC COM USD0.01PLUG775$20.00%
249GXO LOGISTICS INC COM USD0.01GXO39$20.00%
250ARCHER AVIATION INC COM USD0.0001ACHR-WT390$10.00%
251MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
252NIO INC SPON ADR (1 TO 1)NIOIF224$10.00%
253GRAY TELEVISION COM NPVGTN-A136$10.00%
254PELETON INTERACTIVE INC COM CL A USD0.002PTON200$10.00%
255NOVAVAX INC COM USD0.01NVAX50$10.00%
256MARATHON DIGITAL HLDGS INC COM USD0.0001MARA26$10.00%
257GEN DIGITAL INC COM USD0.01GENVR50$10.00%
258LUMINAR TECHNOLOGIES INC COM CL A USD0.0001LAZRQ185$00.00%
259QUANTUMSCAPE CORP COM CL A USD0.0001QS35$00.00%
260ORGANON & CO COM USD0.01OGN7$00.00%
261BATTALION OIL CORP COM USD0.0001BATL1$00.00%
262ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
263AMC ENTERTAINMENT HLDGS INC COM A USD0.0100165C30256$00.00%
264CANOO INC USD0.000113803R201221$00.00%
265GINKGO BIOWORKS HLDGS COM CL A USD0.0001DNABW1,120$00.00%
266BEYOND MEAT INC COM USD 0.0001BYND60$00.00%
267LEMONADE INC COM USD0.00001LMND4$00.00%