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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 2024 · Filed January 28, 2025 · Accession 0001718570-25-000001

Total Value
$3.6M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INC COM USD0.01AMZN1,420,400$311,5868.77%
2ALPHABET INC COM CL A USD0.001GOOG1,583,842$299,8778.44%
3BOOKING HLDGS INC COM USD0.008BKNG57,536$286,1828.06%
4FISERV INC COM USD0.01FISV1,196,528$245,9766.93%
5MICROSOFT CORP COM USD (US LISTED)MSFT437,066$184,2125.19%
6AMERIPRISE FIN INC COM STK USD 0.0103076C106327,729$174,5764.92%
7MARSH & MCLENNAN COM USD1.00571748102666,809$141,6543.99%
8PERFORMANCE FOOD GROUP COM USD0.01PFGC1,654,933$139,9583.94%
9BROWN & BROWN INC COM USD0.1BRO1,367,338$139,4893.93%
10ELEVANCE HEALTH COM USD0.01ELV373,547$137,7663.88%
11BECTON DICKINSON & COBDX520,780$118,1053.33%
12BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH913,382$117,5293.31%
13ARTHUR J GALLAGHER & CO COM USD1.00363576109392,644$111,4503.14%
14AVANTOR INC COM USD0.01AVTR4,648,005$98,0032.76%
15MASTERCARD INC COM CL A USD0.0001MA149,201$78,6552.22%
16APPLE INC COM NPVAAPL298,682$74,7932.11%
17DONALDSON CO INC COM USD5DCI1,015,104$68,3721.93%
18NVIDIA CORP COM USD0.001NVDA470,311$63,1491.78%
19ALPHABET INC COM CL C USD0.001GOOG300,047$57,1481.61%
20BERKSHIRE HATHAWAY CL B USD0.0033BRK-A121,546$55,1401.55%
21ADVANCED DRAINAGE SYSTEMS COM USD0.0100790R104374,933$43,3371.22%
22PHILIP MORRIS INTL INC COM STK NPV718172109347,013$41,7511.18%
23HILTON GRAND VACATIONS COM USD0.01HGV1,071,680$41,7371.18%
24NASDAQ INC COM USD0.01NDAQ526,577$40,7021.15%
25ADOBE INC COM USD0.0001ADBE87,677$38,9961.10%
26ELI LILLY & CO COM NPVLLY41,380$31,9700.90%
27MARRIOTT VACATIONS COM USD0.01VAC345,570$31,0410.87%
28MCDONALDS CORP COM USD0.01MCD83,794$24,2930.68%
29CISCO SYSTEMS INC COM USD0.001CSCO346,911$20,5280.58%
30META PLATFORMS INC COM CL A USD0.000006META33,855$19,8280.56%
31COCA-COLA INC COM USD0.25KO286,083$17,8190.50%
32EOG RESOURCES INC COM USD0.01EOG138,310$16,9570.48%
33PALO ALTO NETWORKS INC COM USD0.0001PANW93,064$16,9400.48%
34DEERE & CO COM USD1DE37,059$15,7060.44%
35JP MORGAN CHASE & CO COM USD1VYLD58,116$13,9460.39%
36JOHNSON & JOHNSON COM USD1.00JNJ95,214$13,7710.39%
37ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA92,649$13,5560.38%
38PROCTER & GAMBLE CO COM NPV74271810975,488$12,6570.36%
39HONEYWELL INTL INC COM STK USD143851610654,661$12,3510.35%
40CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS34,405$10,3430.29%
41WALT DISNEY CO COM USD0.0125468710686,589$9,6470.27%
42LOCKHEED MARTIN COM USD0.01LMT19,539$9,4940.27%
43BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI166,206$9,4060.26%
44CARRIER GLOBAL CORP COM USD0.01CARR112,988$7,7180.22%
45CITIGROUP INC COM USD0.01C-PR100,275$7,0610.20%
46APPLIED MATERIALS INC COM USD0.0103822210538,260$6,2230.18%
47RTX CORPORATION COM USD1.00RTX51,373$5,9460.17%
48QUALCOMM INC COM USD0.0001QCOM37,974$5,8350.16%
49PFIZER INC COM USD0.05PFE215,184$5,7130.16%
50KKR & CO INC COM NPV CL AKKRT36,615$5,4210.15%
51EXXON MOBIL CORP COM NPVXOM49,248$5,3010.15%
52MONDELEZ INTL INC COM USD0.0160920710586,443$5,1640.15%
53CHEVRON CORP COM USD0.75CVX35,341$5,1210.14%
54PEPSICO INC CAP USD0.01666PEP32,616$4,9590.14%
55COLGATE PALMOLIVE COM USD 1CL41,359$3,7610.11%
56DUKE ENERGY CORP COM NPVDUKB33,397$3,5980.10%
57GILEAD SCIENCES INC COM USD0.001GILD33,828$3,1240.09%
58ORACLE CORP COM USD0.01ORCL-PD16,050$2,6750.08%
59INTUITIVE SURGICAL INC COM USD0.001ISRG5,078$2,6510.07%
60NIKE INC COM CL B NPVNKE34,771$2,6320.07%
61FREEPORT-MCMOR C&G INC COM STK USD0.10FCX63,281$2,4110.07%
62OTIS WORLDWIDE CORP COM USD0.01OTIS25,147$2,3290.07%
63BROADCOM INC COM USD0.001AVGO9,068$2,1020.06%
64KINDER MORGAN INC COM USD0.01EP-PC76,560$2,0990.06%
65ESTEE LAUDER CO INC COM CL A USD0.0151843910427,752$2,0800.06%
66ASTERA LABS INC COM USD0.0001ALAB15,000$1,9870.06%
67INTUIT INC COM USD0.01INTU3,048$1,9160.05%
68PAYPAL HLDGS INC COM USD0.0001PYPL21,608$1,8440.05%
69NUTRIEN LTD COM USD NPV (US LISTED)NTR40,160$1,7970.05%
70NETFLIX COM INC COM USD0.001NFLX1,901$1,6950.05%
71ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,3280.04%
72BLACKSTONE GROUP INC COM CL A USD0.00001BX7,233$1,2460.04%
73MICROSTRATEGY INC COM CL A USD0.001STRK4,060$1,1760.03%
74COSTCO WHOLESALE COM USD0.0122160K1051,264$1,1580.03%
75ALTRIA GROUP INC COM USD0.33333MO22,118$1,1570.03%
76ABBOTT LABORATORIES COM NPVABLZF10,003$1,1320.03%
77BALL CORP COM NPVBALL19,317$1,0650.03%
78ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY12,033$1,0200.03%
79MERCK & CO INC COM USD0.50MRK9,994$9940.03%
80ARCUTIS BIOTHERAPEUTICS COM USD0.0001ARQT64,774$9010.03%
81ABBVIE INC COM USD0.01ABBV5,003$8900.03%
82AMGEN INC COM USD0.0001AMGN3,317$8650.02%
83ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,430$8420.02%
84ASPEN TECHNOLOGY COM USD0.1029109X1063,339$8340.02%
85CATERPILLAR INC COM USD1.00CAT2,201$7990.02%
86PALANTIR TECH INC COM CL A USD0.001PLTR10,441$7900.02%
87APOLLO GLOBAL MANAGEMENT COM USD03769M1064,700$7770.02%
88BANK OF AMERICA COM USD 0.0106050510417,645$7760.02%
89ARES MANAGEMENT CORP COM CL A USDARES-PB4,230$7480.02%
90NEXTERA ENERGY INC COM USD0.01NEE-PW9,543$6840.02%
91ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6740.02%
92ADVANCED MICRO DEVICES COM USD0.01AMD5,498$6640.02%
93GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,152$6600.02%
94DANAHER CORP COM USD0.012358511022,770$6360.02%
95GE AEROSPACE COM USD0.013696043013,644$6080.02%
96INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ3,426$6000.02%
97BOSTON SCIENTIFIC COM USD0.01BSX6,684$5970.02%
98NEWMONT GOLDCORP COM USDNEMCL15,350$5710.02%
99KRAFT HEINZ CO COM USD 0.01KHC16,190$4970.01%
100AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,690$4950.01%
101PACCAR INC COM STK USD1PCAR4,730$4920.01%
102ISHARES MSCI EAFE ETF USD INC4642874656,232$4710.01%
103ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4670.01%
104IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,083$4580.01%
105PAYCHEX INC COM USD0.01PAYX3,000$4210.01%
106GE VERNOVA LLC COM USD0.01GEV1,272$4190.01%
107ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885703,715$4100.01%
108ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$4090.01%
109MOODYS CORP COM US$0.01MCO775$3670.01%
110HOME DEPOT INC COM USD0.05HD882$3430.01%
111ISHARES MSCI JAPAN ETF USD INC46434G8225,050$3390.01%
112PHILLIPS 66 COM USD0.01PSX2,935$3340.01%
113GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$3200.01%
114AMERICAN EXPRESS CO COM USD0.20AXP1,001$2970.01%
115GENERAL DYNAMICS CORPORATION COM USD1.00GD1,050$2770.01%
116PENNANTPARK INVT C COM STK USD0.00170806210438,800$2750.01%
117NOV INC COM USD0.01NOV16,881$2460.01%
118AIR PRODUCTS & CHEMICALS INC COM USD1AIIR838$2430.01%
119ISHARES INDIA 50 ETF USD INC4642895294,560$2320.01%
120NORTHERN TRUST COM USD1.666NTRSO2,015$2060.01%
121DATADOG INC COM CL A USDDDOG1,439$2060.01%
122BADGER METER INC COM USD1BMI865$1840.01%
123CHURCH & DWIGHT COM USD1.00CHD1,700$1780.01%
124IDEXX LABORATORIES COM USD0.1045168D104410$1700.00%
125INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1610.00%
126COMCAST CORP COM CL A USD0.01CCZ4,207$1580.00%
127BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,331$1570.00%
128ASTRAZENECA ADR (1 TO 1)AZN2,400$1570.00%
129CME GROUP INC COM STK CL A USD0.01CME642$1490.00%
130ILLINOIS TOOLS WORKS INC COM NPV452308109505$1280.00%
131FIRST SOLAR INC COM STK USD0.001FSLR700$1230.00%
132KIRBY CORP COM USD0.10KEX1,100$1160.00%
133INTERNATIONAL PAPER CO COM USD1.004601461032,060$1110.00%
134ALPHA METALLURGICAL COM USD0.01020764106550$1100.00%
135BOEING CO COM USD5.00BA-PA600$1060.00%
136JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,197$1040.00%
137ECOLAB INC COM USD1ECL445$1040.00%
138DOVER CORP COM STK USD1.00DOV548$1030.00%
139AT&T INC COM USD1.00T-PC4,223$960.00%
140AGCO CORPORATIONAGCO1,025$960.00%
141QUANTUM COMPUTING COM USD0.001QUBT5,000$830.00%
142HCA HEALTHCARE INC COM USD0.01HCA275$830.00%
143CONOCOPHILLIPS COM USD0.01COP823$820.00%
144HESS CORPORATION COM USD1HESM575$760.00%
145OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL4,600$700.00%
146NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF770$660.00%
147CAMECO CORP COM NPVCCJ1,070$550.00%
148DNOW INCDNOW4,159$540.00%
149GE HEALTHCARE TECH COM USD0.01GEHC647$510.00%
150HUBSPOT INC COM USD0.001HUBS73$510.00%
151INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104340$510.00%
152KEURIG DR PEPPER INC COM USD0.01KDP1,453$470.00%
153MGM RESORTS INTL COM USD0.01MGM1,325$460.00%
154CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$450.00%
155ISHARES US TECHNOLOGY ETF USD INC464287721275$440.00%
156JONES LANG LASALLE INC COM USD0.01JLL170$430.00%
157CANADIAN NATURAL RESOURCES COM NPV (US LST)1363851011,400$430.00%
158FORTUNA MINING CORP COM NPV34994210210,000$430.00%
159ARM HOLDINGS PLC SPON ADR (1 to 1)042068205345$430.00%
160CORTEVA INC COM USD0.01CTVA734$420.00%
161BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$380.00%
162NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$370.00%
163CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD105$360.00%
164EBAY INC COM USD0.001 (US LISTED)EBAY568$350.00%
165IOVANCE BIO COM USD0.000041666IOVA4,550$340.00%
166HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$330.00%
167HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$330.00%
168PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$330.00%
169BIOMARIN PHARMA COM USD0.001BMRN495$330.00%
170AIRBNB INC COM CL A USD0.0001ABNB240$320.00%
171L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$320.00%
172ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556230$300.00%
173EMBECTA CORP COM USD0.01 WIEMBC1,450$300.00%
174MASCO CORP COM USD1.00MAS395$290.00%
175AMPHENOL CORP COM USD0.001032095101408$280.00%
176ORAMED PHARMACEUTICALS INCORMP11,400$280.00%
177MODERNA INC COM USD0.0001MRNA675$280.00%
178MASTEC INC COM USD0.10MTZ200$270.00%
179PDD HOLDINGS INC SPON ADR (4 TO 1)PDD270$260.00%
180ISHARES RUSSELL 2000 VALUE ETF USD INC464287630150$250.00%
181MORGAN STANLEY COM USD0.01MS-PQ200$250.00%
182GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$250.00%
183COOPER COMPANIES INC COM USD0.10 (P/S)216648501264$240.00%
184COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS6,400$240.00%
185FASTENAL COM USD0.01FAST312$220.00%
186NEWS CORPNWSLL800$220.00%
187NETEASE INC ADR (1 TO 25)NETTF250$220.00%
188AST SPACEMOBILE INC COM USD0.0001ASTS1,050$220.00%
189PURE STORAGE INC COM USD0.0001 CL A74624M102350$220.00%
190NORTHROP GRUMMAN CORP COM USD1NOC45$210.00%
191ARK INNOVATION ETF USD INC00214Q104365$210.00%
192ANALOG DEVICES INC COM USD0.16 2/3ADI100$210.00%
193HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$210.00%
194DEXCOM INC COM USD0.001DXCM264$210.00%
195ASANA INC COM CL A USD0.00001ASAN1,030$210.00%
196ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$200.00%
197NOVARTIS AG ADR (1 TO 1)NVSEF200$190.00%
198PTC INC COM USD0.01PTC100$180.00%
199DISCOVER FINANCIAL SERVICES COM STK USD0.01254709108100$170.00%
200BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$160.00%
201AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$160.00%
202MAXCYTE INC COM STK USD0.01MXCT3,800$160.00%
203DUPONT DE NEMOURS INC COM USD0.01DD182$140.00%
204HEICO CORP COM USD0.01HEI-A75$140.00%
205ANSYS INC COM USD 0.0103662Q10542$140.00%
206GUARDANT HEALTH IN COM USD0.00001GH460$140.00%
207BAIDU INC ADS (1 TO 1)BAIDF150$130.00%
208POWER INTEGRATIONS INC COM USDPOWI200$120.00%
209ILLUMINA INC COM USD0.01ILMN80$110.00%
210OCCIDENTAL PETROLEUM CORP COM STK USD0.20674599105220$110.00%
211DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$110.00%
212PERKINELMER INC COM USD1RVTY90$100.00%
213HERSHEY COMPANY COM USD1HSY56$90.00%
214LKQ CORP COM USD0.01LKQ220$80.00%
215DIAGEO PLC ADR (1 TO 4)DGEAF65$80.00%
216QUANEX BUILDING PRODUCTS CORP COM USD0.01747619104333$80.00%
217IQVIA HOLDINGS INC COM USD0.01IQV35$70.00%
218EDWARDS LIFESCIENCES CORP COM USD1EW100$70.00%
219COINBASE GLOBAL INC COM CL A USD0.00001COIN30$70.00%
220DOW INC COM USD0.01DOW182$70.00%
221INCYTE CORPORATION COM USD0.001INCY80$60.00%
222AMICUS THERAPEUTIC COM USD0.01FOLD600$60.00%
223CADIZ INC COM USD0.01CDZIP1,000$50.00%
224CHAMPIONX CORP COM USD0.0115872M104187$50.00%
225MERCADOLIBRE INC COM STK USD0.001MELI3$50.00%
226COPART INC COM USD0.0001CPRT84$50.00%
227RECURSION PHARMACEUTICALS COM USD0.00001RXRX800$50.00%
228ARCHER AVIATION INC COM USD0.0001ACHR-WT390$40.00%
229OKTA INC COM CL A USD0.0001OKTA56$40.00%
230ALIGN TECHNOLOGY COM USD0.0001 (US LISTED)ALGN20$40.00%
231CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$30.00%
232AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM27$30.00%
233CRICUT INC COM USD0.001CRCT500$30.00%
234GXO LOGISTICS INC COM USD0.01GXO39$20.00%
235PLUG POWER INC COM USD0.01PLUG750$20.00%
236PELETON INTERACTIVE INC COM CL A USD0.002PTON200$20.00%
237DXC TECHNOLOGY CO COM USD0.01DXC85$20.00%
238AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$10.00%
239NIO INC SPON ADR (1 TO 1)NIOIF224$10.00%
240GEN DIGITAL INC COM USD0.01GENVR50$10.00%
241MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
242TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$10.00%
243LEMONADE INC COM USD0.00001LMND4$00.00%
244KLA CORPORATION COM USD0.001KLAC75$00.00%
245MONOLITHIC POWER SYSTEMS INC COM USD0.00160983910575$00.00%
246BLACKROCK INC COM STK USD0.01BLK5,902$00.00%
247FEDEX CORP COM USD0.10FDX600$00.00%
248MARA HOLDINGS INC COM USD0.0001MARA26$00.00%
249MARKEL GROUP INC COM NPVMKL22$00.00%
250GRAY TELEVISION COM NPVGTN-A136$00.00%
251JP MORGAN EQUITY PREMIUM ETF USD INC46641Q3321,145$00.00%
252BATTALION OIL CORP COM USD0.0001BATL1$00.00%
253AMC ENTERTAINMENT HLDGS INC COM A USD0.0100165C30256$00.00%
254JP MORGAN NASDAQ EQTY PREMIUM ETF USD INC46654Q2031,477$00.00%
255ON SEMICONDUCTOR CORP COM USD0.01ON739$00.00%
256MICRON TECHNOLOGY COM USD0.10MU420$00.00%
257CONSD EDISON INC COM USD0.10ED80$00.00%
258BEYOND MEAT INC COM USD 0.0001BYND60$00.00%
259GINKGO BIOWORKS HLDGS COM CL A USD0.0001 (P/S)DNABW28$00.00%
260QUALYS INC COM USD0.001QLYS55$00.00%
261COOPER COMPANIES INC COM USD0.10 (P/S)2166485011,420$00.00%
262FASTLY INC COM CL A USDFSLY18$00.00%
263MONGODB INC COM CL A USD0.001MDB22$00.00%
264GRAIL INC COM USD0.001GRAL10$00.00%
265ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
266ARCHER DANIELS MIDLAND CO COM NPVADM900$00.00%
267BEIGENE LTD SPON ADR (1 TO 13)BEIGF1,003$00.00%
268NOVAVAX INC COM USD0.01NVAX50$00.00%
269CHARGEPOINT HLDGS INC COM CL A USD0.0001CHPT1,500$00.00%
270QUANTUMSCAPE CORP COM CL A USD0.0001QS35$00.00%