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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 2024 · Filed November 12, 2024 · Accession 0001718570-24-000009

Total Value
$3.3M
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INC COM CL A USD0.001GOOG1,583,842$262,7758.08%
2BOOKING HLDGS INC COM USD0.008BKNG57,536$242,3017.45%
3FISERV INC COM USD0.01FISV1,196,528$214,9746.61%
4ELEVANCE HEALTH COM USD0.01ELV373,547$194,2245.97%
5MICROSOFT CORP COM USD (US LISTED)MSFT437,066$188,0415.78%
6AMERIPRISE FIN INC COM STK USD 0.0103076C106327,729$154,0384.74%
7MARSH & MCLENNAN COM USD1.00571748102666,809$148,7624.57%
8BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH913,382$148,6124.57%
9BROWN & BROWN INC COM USD0.1BRO1,367,338$141,6494.35%
10PERFORMANCE FOOD GROUP COM USD0.01PFGC1,654,933$129,6723.99%
11BECTON DICKINSON & COBDX520,780$125,5473.86%
12AVANTOR INC COM USD0.01AVTR4,648,005$120,2213.70%
13ARTHUR J GALLAGHER & CO COM USD1.00363576109392,644$110,4703.40%
14DONALDSON CO INC COM USD5DCI1,015,104$74,8282.30%
15MASTERCARD INC COM CL A USD0.0001MA149,201$73,6572.26%
16APPLE INC COM NPVAAPL298,682$69,5912.14%
17ADVANCED DRAINAGE SYSTEMS COM USD0.0100790R104374,933$58,9171.81%
18NVIDIA CORP COM USD0.001NVDA470,311$57,1401.76%
19BERKSHIRE HATHAWAY CL B USD0.0033BRK-A121,546$55,9361.72%
20ALPHABET INC COM CL C USD0.001GOOG300,047$50,1631.54%
21ADOBE INC COM USD0.0001ADBE87,677$45,3941.40%
22PHILIP MORRIS INTL INC COM STK NPV718172109347,013$42,1261.30%
23HILTON GRAND VACATIONS COM USD0.01HGV1,071,680$38,9391.20%
24NASDAQ INC COM USD0.01NDAQ526,577$38,4401.18%
25ELI LILLY & CO COM NPVLLY41,380$36,6361.13%
26PALO ALTO NETWORKS INC COM USD0.0001PANW93,064$31,8110.98%
27MCDONALDS CORP COM USD0.01MCD83,794$25,5090.78%
28MARRIOTT VACATIONS COM USD0.01VAC345,570$25,4080.78%
29COCA-COLA INC COM USD0.25KO286,083$20,5560.63%
30META PLATFORMS INC COM CL A USD0.000006META33,855$19,3770.60%
31CISCO SYSTEMS INC COM USD0.001CSCO346,911$18,4610.57%
32EOG RESOURCES INC COM USD0.01EOG138,310$17,0020.52%
33DEERE & CO COM USD1DE37,059$15,4660.48%
34JOHNSON & JOHNSON COM USD1.00JNJ95,214$15,4260.47%
35ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA92,649$13,2890.41%
36PROCTER & GAMBLE CO COM NPV74271810975,488$13,0730.40%
37JP MORGAN CHASE & CO COM USD1VYLD58,116$12,2480.38%
38LOCKHEED MARTIN COM USD0.01LMT19,539$11,4170.35%
39HONEYWELL INTL INC COM STK USD143851610654,661$11,2970.35%
40CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS34,405$9,3250.29%
41CARRIER GLOBAL CORP COM USD0.01CARR112,988$9,0940.28%
42BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI166,206$8,6020.26%
43WALT DISNEY CO COM USD0.0125468710686,589$8,3270.26%
44APPLIED MATERIALS INC COM USD0.0103822210538,260$7,7310.24%
45QUALCOMM INC COM USD0.0001QCOM37,974$6,4570.20%
46MONDELEZ INTL INC COM USD0.0160920710586,443$6,3680.20%
47CITIGROUP INC COM USD0.01C-PR100,275$6,2780.19%
48PFIZER INC COM USD0.05PFE215,184$6,2260.19%
49RTX CORPORATION COM USD1.00RTX51,373$6,2230.19%
50EXXON MOBIL CORP COM NPVXOM49,248$5,7720.18%
51BLACKROCK INC COM STK USD0.01BLK5,902$5,6040.17%
52PEPSICO INC CAP USD0.01666PEP32,616$5,5460.17%
53CHEVRON CORP COM USD0.75CVX35,341$5,2040.16%
54KKR & CO INC COM NPV CL AKKRT36,615$4,7810.15%
55COLGATE PALMOLIVE COM USD 1CL41,359$4,2930.13%
56DUKE ENERGY CORP COM NPVDUKB33,397$3,8490.12%
57FREEPORT-MCMOR C&G INC COM STK USD0.10FCX63,281$3,1590.10%
58NIKE INC COM CL B NPVNKE34,771$3,0730.09%
59GILEAD SCIENCES INC COM USD0.001GILD33,828$2,8360.09%
60ESTEE LAUDER CO INC COM CL A USD0.0151843910427,752$2,7670.09%
61ORACLE CORP COM USD0.01ORCL-PD16,050$2,7350.08%
62OTIS WORLDWIDE CORP COM USD0.01OTIS25,147$2,6140.08%
63INTUITIVE SURGICAL INC COM USD0.001ISRG5,078$2,4950.08%
64NUTRIEN LTD COM USD NPV (US LISTED)NTR40,160$1,9300.06%
65INTUIT INC COM USD0.01INTU3,048$1,8930.06%
66KINDER MORGAN INC COM USD0.01EP-PC76,560$1,6920.05%
67PAYPAL HLDGS INC COM USD0.0001PYPL21,608$1,6860.05%
68BROADCOM INC COM USD0.001AVGO9,068$1,5640.05%
69ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,3720.04%
70NETFLIX COM INC COM USD0.001NFLX1,901$1,3490.04%
71BALL CORP COM NPVBALL19,317$1,3110.04%
72ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY12,033$1,2770.04%
73MERCK & CO INC COM USD0.50MRK9,994$1,1350.03%
74ALTRIA GROUP INC COM USD0.33333MO22,118$1,1290.03%
75COSTCO WHOLESALE COM USD0.0122160K1051,264$1,1200.03%
76BLACKSTONE GROUP INC COM CL A USD0.00001BX7,233$1,1070.03%
77AMGEN INC COM USD0.0001AMGN3,317$1,0690.03%
78ABBVIE INC COM USD0.01ABBV5,003$9880.03%
79ADVANCED MICRO DEVICES COM USD0.01AMD5,498$9020.03%
80ADVANCED MICRO DEVICES COM USD0.01AMD5,498$9020.03%
81CATERPILLAR INC COM USD1.00CAT2,201$8610.03%
82ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,430$8250.03%
83NEWMONT GOLDCORP COM USDNEMCL15,350$8200.03%
84NEXTERA ENERGY INC COM USD0.01NEE-PW9,543$8070.02%
85ASPEN TECHNOLOGY COM USD0.1029109X1063,339$7970.02%
86ASTERA LABS INC COM USD0.0001ALAB15,000$7860.02%
87DANAHER CORP COM USD0.012358511022,770$7700.02%
88BANK OF AMERICA COM USD 0.0106050510417,645$7000.02%
89GE AEROSPACE COM USD0.013696043013,644$6870.02%
90MICROSTRATEGY INC COM CL A USD0.001STRK4,060$6850.02%
91ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6680.02%
92ARES MANAGEMENT CORP COM CL A USDARES-PB4,230$6590.02%
93INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ3,426$6140.02%
94ARCUTIS BIOTHERAPEUTICS COM USD0.0001ARQT64,774$6020.02%
95APOLLO GLOBAL MANAGEMENT COM USD03769M1064,700$5870.02%
96GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,152$5700.02%
97KRAFT HEINZ CO COM USD 0.01KHC16,190$5680.02%
98BOSTON SCIENTIFIC COM USD0.01BSX6,684$5600.02%
99ISHARES MSCI EAFE ETF USD INC4642874656,232$5210.02%
100AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,690$4680.01%
101PACCAR INC COM STK USD1PCAR4,730$4670.01%
102ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4620.01%
103IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,083$4600.01%
104IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,083$4600.01%
105ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$4480.01%
106ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885703,715$4040.01%
107PAYCHEX INC COM USD0.01PAYX3,000$4030.01%
108PALANTIR TECH INC COM CL A USD0.001PLTR10,441$3880.01%
109PHILLIPS 66 COM USD0.01PSX2,935$3860.01%
110MOODYS CORP COM US$0.01MCO775$3680.01%
111ISHARES MSCI JAPAN ETF USD INC46434G8225,050$3610.01%
112HOME DEPOT INC COM USD0.05HD882$3570.01%
113GE VERNOVA LLC COM USD0.01GEV1,272$3240.01%
114GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$3220.01%
115GENERAL DYNAMICS CORPORATION COM USD1.00GD1,050$3170.01%
116AMERICAN EXPRESS CO COM USD0.20AXP1,001$2710.01%
117PENNANTPARK INVT C COM STK USD0.00170806210438,800$2710.01%
118NOV INC COM USD0.01NOV16,881$2690.01%
119ISHARES INDIA 50 ETF USD INC4642895294,560$2570.01%
120AIR PRODUCTS & CHEMICALS INC COM USD1AIIR838$2490.01%
121BEIGENE LTD SPON ADR (1 TO 13)BEIGF1,003$2250.01%
122IDEXX LABORATORIES COM USD0.1045168D104410$2070.01%
123INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1990.01%
124BADGER METER INC COM USD1BMI865$1890.01%
125ASTRAZENECA ADR (1 TO 1)AZN2,400$1870.01%
126NORTHERN TRUST COM USD1.666NTRSO2,015$1810.01%
127CHURCH & DWIGHT COM USD1.00CHD1,700$1780.01%
128COMCAST CORP COM CL A USD0.01CCZ4,207$1760.01%
129FIRST SOLAR INC COM STK USD0.001FSLR700$1750.01%
130DATADOG INC COM CL A USDDDOG1,439$1660.01%
131FEDEX CORP COM USD0.10FDX600$1640.01%
132BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,331$1580.00%
133CME GROUP INC COM STK CL A USD0.01CME642$1420.00%
134KIRBY CORP COM USD0.10KEX1,100$1350.00%
135ILLINOIS TOOLS WORKS INC COM NPV452308109505$1320.00%
136ALPHA METALLURGICAL COM USD0.01020764106550$1300.00%
137COOPER COMPANIES INC COM USD0.10 (P/S)2166485011,420$1290.00%
138ECOLAB INC COM USD1ECL445$1140.00%
139HCA HEALTHCARE INC COM USD0.01HCA275$1120.00%
140JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,197$1090.00%
141DOVER CORP COM STK USD1.00DOV548$1050.00%
142INTERNATIONAL PAPER CO COM USD1.004601461032,060$1010.00%
143AGCO CORPORATIONAGCO1,025$1000.00%
144AT&T INC COM USD1.00T-PC4,223$930.00%
145NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF770$920.00%
146BOEING CO COM USD5.00BA-PA600$910.00%
147CONOCOPHILLIPS COM USD0.01COP823$870.00%
148JP MORGAN NASDAQ EQTY PREMIUM ETF USD INC46654Q2031,477$810.00%
149HESS CORPORATION COM USD1HESM575$780.00%
150OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL4,600$750.00%
151MONOLITHIC POWER SYSTEMS INC COM USD0.00160983910575$690.00%
152JP MORGAN EQUITY PREMIUM ETF USD INC46641Q3321,145$680.00%
153GE HEALTHCARE TECH COM USD0.01GEHC647$610.00%
154KLA CORPORATION COM USD0.001KLAC75$580.00%
155INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104340$550.00%
156KEURIG DR PEPPER INC COM USD0.01KDP1,453$540.00%
157ON SEMICONDUCTOR CORP COM USD0.01ON739$540.00%
158ARCHER DANIELS MIDLAND CO COM NPVADM900$540.00%
159DNOW INCDNOW4,159$540.00%
160CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$520.00%
161MGM RESORTS INTL COM USD0.01MGM1,325$520.00%
162CAMECO CORP COM NPVCCJ1,070$510.00%
163ARM HOLDINGS PLC SPON ADR (1 to 1)042068205345$490.00%
164BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$480.00%
165CANADIAN NATURAL RESOURCES COM NPV (US LST)1363851011,400$460.00%
166JONES LANG LASALLE INC COM USD0.01JLL170$460.00%
167FORTUNA MINING CORP COM NPV34994210210,000$460.00%
168MODERNA INC COM USD0.0001MRNA675$450.00%
169MICRON TECHNOLOGY COM USD0.10MU420$440.00%
170IOVANCE BIO COM USD0.000041666IOVA4,550$430.00%
171CORTEVA INC COM USD0.01CTVA734$430.00%
172ISHARES US TECHNOLOGY ETF USD INC464287721275$420.00%
173COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,400$400.00%
174HUBSPOT INC COM USD0.001HUBS73$390.00%
175EBAY INC COM USD0.001 (US LISTED)EBAY568$370.00%
176L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$360.00%
177HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$360.00%
178PDD HOLDINGS INC SPON ADR (4 TO 1)PDD270$360.00%
179HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$360.00%
180BIOMARIN PHARMA COM USD0.001BMRN495$350.00%
181MARKEL GROUP INC COM NPVMKL22$340.00%
182MASCO CORP COM USD1.00MAS395$330.00%
183ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556230$330.00%
184NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$310.00%
185AIRBNB INC COM CL A USD0.0001ABNB240$300.00%
186GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$290.00%
187COOPER COMPANIES INC COM USD0.10 (P/S)216648501264$290.00%
188CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD105$290.00%
189ORAMED PHARMACEUTICALS INCORMP11,400$280.00%
190AMPHENOL CORP COM USD0.001032095101408$270.00%
191AST SPACEMOBILE INC COM USD0.0001ASTS1,050$270.00%
192MASTEC INC COM USD0.10MTZ200$250.00%
193ISHARES RUSSELL 2000 VALUE ETF USD INC464287630150$250.00%
194ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$240.00%
195NORTHROP GRUMMAN CORP COM USD1NOC45$240.00%
196NOVARTIS AG ADR (1 TO 1)NVSEF200$230.00%
197NETEASE INC ADR (1 TO 25)NETTF250$230.00%
198ANALOG DEVICES INC COM USD0.16 2/3ADI100$230.00%
199FASTENAL COM USD0.01FAST312$220.00%
200MORGAN STANLEY COM USD0.01MS-PQ200$210.00%
201NEWS CORPNWSLL800$210.00%
202REGENERON PHARMS COM USD0.001REGN19$200.00%
203HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$200.00%
204EMBECTA CORP COM USD0.01 WIEMBC1,450$200.00%
205BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$180.00%
206DEXCOM INC COM USD0.001DXCM264$180.00%
207PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$180.00%
208AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$180.00%
209PURE STORAGE INC COM USD0.0001 CL A74624M102350$180.00%
210PTC INC COM USD0.01PTC100$180.00%
211ARK INNOVATION ETF USD INC00214Q104365$170.00%
212BAIDU INC ADS (1 TO 1)BAIDF150$160.00%
213DUPONT DE NEMOURS INC COM USD0.01DD182$160.00%
214MAXCYTE INC COM STK USD0.01MXCT3,800$150.00%
215HEICO CORP COM USD0.01HEI-A75$150.00%
216DISCOVER FINANCIAL SERVICES COM STK USD0.01254709108100$140.00%
217ANSYS INC COM USD 0.0103662Q10542$130.00%
218POWER INTEGRATIONS INC COM USDPOWI200$130.00%
219DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$120.00%
220ASANA INC COM CL A USD0.00001ASAN1,030$120.00%
221OCCIDENTAL PETROLEUM CORP COM STK USD0.20674599105220$110.00%
222PERKINELMER INC COM USD1RVTY90$110.00%
223GUARDANT HEALTH IN COM USD0.00001GH460$110.00%
224HERSHEY COMPANY COM USD1HSY56$110.00%
225DOW INC COM USD0.01DOW182$100.00%
226ILLUMINA INC COM USD0.01ILMN80$100.00%
227LKQ CORP COM USD0.01LKQ220$90.00%
228DIAGEO PLC ADR (1 TO 4)DGEAF65$90.00%
229QUANEX BUILDING PRODUCTS CORP COM USD0.01747619104333$90.00%
230IQVIA HOLDINGS INC COM USD0.01IQV35$80.00%
231CONSD EDISON INC COM USD0.10ED80$80.00%
232EDWARDS LIFESCIENCES CORP COM USD1EW100$70.00%
233QUALYS INC COM USD0.001QLYS55$70.00%
234MERCADOLIBRE INC COM STK USD0.001MELI3$60.00%
235MONGODB INC COM CL A USD0.001MDB22$60.00%
236CHAMPIONX CORP COM USD0.0115872M104187$60.00%
237AMICUS THERAPEUTIC COM USD0.01FOLD600$60.00%
238INCYTE CORPORATION COM USD0.001INCY80$50.00%
239RECURSION PHARMACEUTICALS COM USD0.00001RXRX800$50.00%
240CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$50.00%
241COINBASE GLOBAL INC COM CL A USD0.00001COIN30$50.00%
242ALIGN TECHNOLOGY COM USD0.0001 (US LISTED)ALGN20$50.00%
243OKTA INC COM CL A USD0.0001OKTA56$40.00%
244COPART INC COM USD0.0001CPRT84$40.00%
245CADIZ INC COM USD0.01CDZIP1,000$30.00%
246CRICUT INC COM USD0.001CRCT500$30.00%
247AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM27$30.00%
248QUANTUM COMPUTING COM USD0.001QUBT5,000$30.00%
249DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
250PLUG POWER INC COM USD0.01PLUG750$20.00%
251DOMA HOLDINGS INC COM USD0.0001 REV/SPLIT25703A203320$20.00%
252AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$20.00%
253GXO LOGISTICS INC COM USD0.01GXO39$20.00%
254CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT1,500$20.00%
255NOVAVAX INC COM USD0.01NVAX50$10.00%
256TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$10.00%
257ARCHER AVIATION INC COM USD0.0001ACHR-WT390$10.00%
258MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
259NIO INC SPON ADR (1 TO 1)NIOIF224$10.00%
260GEN DIGITAL INC COM USD0.01GENVR50$10.00%
261PELETON INTERACTIVE INC COM CL A USD0.002PTON200$10.00%
262GRAY TELEVISION COM NPVGTN-A136$10.00%
263BATTALION OIL CORP COM USD0.0001BATL1$00.00%
264LEMONADE INC COM USD0.00001LMND4$00.00%
265CANOO INC USD0.000113803R201221$00.00%
266QUANTUMSCAPE CORP COM CL A USD0.0001QS35$00.00%
267ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
268GINKGO BIOWORKS HLDGS COM CL A USD0.0001 (P/S)DNABW28$00.00%
269BEYOND MEAT INC COM USD 0.0001BYND60$00.00%
270MARA HOLDINGS INC COM USD0.0001MARA26$00.00%
271FASTLY INC COM CL A USDFSLY18$00.00%
272LUMINAR TECHNOLOGIES INC COM CL A USD0.0001LAZRQ185$00.00%
273AMC ENTERTAINMENT HLDGS INC COM A USD0.0100165C30256$00.00%
274GRAIL INC COM USD0.001GRAL10$00.00%