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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 2025 · Filed May 6, 2025 · Accession 0001718570-25-000002

Total Value
$3.5M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1FISERV INC COM USD0.01FISV1,214,750$268,3937.71%
2MICROSOFT CORP COM USD (US LISTED)MSFT684,738$256,6817.38%
3AMAZON COM INC COM USD0.01AMZN1,185,709$225,6116.48%
4ALPHABET INC COM CL A USD0.001GOOG1,315,611$203,3285.84%
5ELEVANCE HEALTH COM USD0.01ELV375,003$163,1774.69%
6BOOKING HLDGS INC COM USD0.008BKNG35,306$162,6294.67%
7BROWN & BROWN INC COM USD0.1BRO1,257,688$156,4634.50%
8AMERIPRISE FIN INC COM STK USD 0.0103076C106295,447$143,0984.11%
9PERFORMANCE FOOD GROUP COM USD0.01PFGC1,763,275$138,6903.99%
10BECTON DICKINSON & COBDX490,473$112,3263.23%
11CENCORA INC COM USD0.01COR397,895$110,6293.18%
12MCKESSON CORP COM USD0.01MCK163,915$110,4133.17%
13MARSH & MCLENNAN COM USD1.00571748102439,340$107,2103.08%
14ARTHUR J GALLAGHER & CO COM USD1.00363576109307,429$106,1663.05%
15BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH949,390$99,2922.85%
16DONALDSON CO INC COM USD5DCI1,298,164$87,0742.50%
17MASTERCARD INC COM CL A USD0.0001MA153,696$84,2362.42%
18AVANTOR INC COM USD0.01AVTR4,646,100$75,3372.17%
19BERKSHIRE HATHAWAY CL B USD0.0033BRK-A124,844$66,5761.91%
20APPLE INC COM NPVAAPL291,222$64,6761.86%
21NVIDIA CORP COM USD0.001NVDA502,227$54,6251.57%
22PHILIP MORRIS INTL INC COM STK NPV718172109314,266$49,8821.43%
23ELI LILLY & CO COM NPVLLY58,966$48,6821.40%
24ALPHABET INC COM CL C USD0.001GOOG299,301$46,7251.34%
25NASDAQ INC COM USD0.01NDAQ606,117$45,9651.32%
26HILTON GRAND VACATIONS COM USD0.01HGV1,071,680$40,0861.15%
27ADOBE INC COM USD0.0001ADBE99,769$38,2581.10%
28PALO ALTO NETWORKS INC COM USD0.0001PANW182,648$31,1620.90%
29MCDONALDS CORP COM USD0.01MCD90,404$28,2310.81%
30COCA-COLA INC COM USD0.25KO292,747$20,9680.60%
31CISCO SYSTEMS INC COM USD0.001CSCO335,151$20,6770.59%
32META PLATFORMS INC COM CL A USD0.000006META35,266$20,3260.58%
33CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS72,487$18,4330.53%
34DEERE & CO COM USD1DE39,003$18,3180.53%
35EOG RESOURCES INC COM USD0.01EOG139,216$17,8590.51%
36JP MORGAN CHASE & CO COM USD1VYLD65,715$16,1180.46%
37JOHNSON & JOHNSON COM USD1.00JNJ93,893$15,5750.45%
38PROCTER & GAMBLE CO COM NPV74271810979,164$13,4920.39%
39ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA92,868$13,4220.39%
40HONEYWELL INTL INC COM STK USD143851610655,636$11,7810.34%
41WALT DISNEY CO COM USD0.0125468710689,969$8,8780.26%
42BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI128,956$7,8710.23%
43CARRIER GLOBAL CORP COM USD0.01CARR116,156$7,3640.21%
44CITIGROUP INC COM USD0.01C-PR100,215$7,1170.20%
45RTX CORPORATION COM USD1.00RTX53,224$7,0480.20%
46QUALCOMM INC COM USD0.0001QCOM38,731$5,9490.17%
47EXXON MOBIL CORP COM NPVXOM49,813$5,9260.17%
48LOCKHEED MARTIN COM USD0.01LMT12,912$5,7660.17%
49APPLIED MATERIALS INC COM USD0.0103822210539,194$5,6940.16%
50BLACKROCK INC COM USD0.01BLK5,890$5,5720.16%
51MONDELEZ INTL INC COM USD0.0160920710580,972$5,4940.16%
52PFIZER INC COM USD0.05PFE194,437$4,9260.14%
53KKR & CO INC COM NPV CL AKKRT36,615$4,2330.12%
54DUKE ENERGY CORP COM NPVDUKB33,197$4,0490.12%
55COLGATE PALMOLIVE COM USD 1CL40,964$3,8400.11%
56PEPSICO INC CAP USD0.01666PEP25,115$3,7660.11%
57PAYPAL HLDGS INC COM USD0.0001PYPL56,899$3,7120.11%
58CHEVRON CORP COM USD0.75CVX22,172$3,7120.11%
59GILEAD SCIENCES INC COM USD0.001GILD33,108$3,7090.11%
60BROADCOM INC COM USD0.001AVGO21,343$3,5740.10%
61ORACLE CORP COM USD0.01ORCL-PD22,577$3,1570.09%
62INTUITIVE SURGICAL INC COM USD0.001ISRG5,229$2,5890.07%
63OTIS WORLDWIDE CORP COM USD0.01OTIS24,951$2,5750.07%
64NIKE INC COM CL B NPVNKE37,461$2,3790.07%
65FREEPORT-MCMOR C&G INC COM STK USD0.10FCX53,431$2,0230.06%
66INTUIT INC COM USD0.01INTU3,288$2,0180.06%
67NUTRIEN LTD COM USD NPV (US LISTED)NTR39,485$1,9610.06%
68ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY13,477$1,7820.05%
69NETFLIX COM INC COM USD0.001NFLX1,674$1,5610.04%
70ESTEE LAUDER CO INC COM CL A USD0.0151843910422,856$1,5090.04%
71ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,3260.04%
72ABBOTT LABORATORIES COM NPVABLZF9,813$1,3020.04%
73INTERNATIONAL PAPER CO COM USD1.0046014610322,880$1,2210.04%
74ALTRIA GROUP INC COM USD0.33333MO19,443$1,1670.03%
75MICROSTRATEGY INC COM CL A USD0.001STRK3,879$1,1190.03%
76BALL CORP COM NPVBALL21,135$1,1000.03%
77ABBVIE INC COM USD0.01ABBV5,003$1,0480.03%
78AMGEN INC COM USD0.0001AMGN3,317$1,0330.03%
79MERCK & CO INC COM USD0.50MRK11,414$1,0240.03%
80ARCUTIS BIOTHERAPEUTICS COM USD0.0001ARQT64,774$1,0120.03%
81ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,794$1,0080.03%
82BLACKSTONE GROUP INC COM CL A USD0.00001BX7,131$9970.03%
83ASTERA LABS INC COM USD0.0001ALAB15,000$8960.03%
84NEXTERA ENERGY INC COM USD0.01NEE-PW11,850$8400.02%
85COSTCO WHOLESALE COM USD0.0122160K105875$8280.02%
86NEWMONT GOLDCORP COM USDNEMCL16,250$7840.02%
87BOSTON SCIENTIFIC COM USD0.01BSX7,319$7380.02%
88BANK OF AMERICA COM USD 0.0106050510417,645$7370.02%
89INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ3,800$6580.02%
90CATERPILLAR INC COM USD1.00CAT1,978$6530.02%
91APOLLO GLOBAL MANAGEMENT COM USD03769M1064,700$6440.02%
92ARES MANAGEMENT CORP COM CL A USDARES-PB4,230$6200.02%
93ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6050.02%
94GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,079$5890.02%
95IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,083$5180.01%
96PALANTIR TECH INC COM CL A USD0.001PLTR6,132$5170.01%
97ISHARES MSCI EAFE ETF USD INC4642874656,232$5090.01%
98AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,660$5070.01%
99ADVANCED MICRO DEVICES COM USD0.01AMD4,848$4980.01%
100KRAFT HEINZ CO COM USD 0.01KHC15,550$4730.01%
101PAYCHEX INC COM USD0.01PAYX3,000$4630.01%
102GE AEROSPACE COM USD0.013696043012,302$4610.01%
103PACCAR INC COM STK USD1PCAR4,730$4610.01%
104ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4480.01%
105ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$4270.01%
106FERGUSON ENTERPRISES COM USD0.0001FERG2,565$4110.01%
107DANAHER CORP COM USD0.012358511021,855$3800.01%
108ISHARES MSCI US KLD SOCIAL 400 ETF USD INC4642885703,715$3800.01%
109ISHARES MSCI JAPAN ETF USD INC46434G8225,300$3630.01%
110MOODYS CORP COM US$0.01MCO750$3490.01%
111HOME DEPOT INC COM USD0.05HD882$3230.01%
112GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$2850.01%
113PENNANTPARK INVT C COM STK USD0.00170806210438,800$2730.01%
114GENERAL DYNAMICS CORPORATION COM USD1.00GD1,000$2730.01%
115GE VERNOVA LLC COM USD0.01GEV887$2710.01%
116AMERICAN EXPRESS CO COM USD0.20AXP1,001$2690.01%
117PHILLIPS 66 COM USD0.01PSX2,110$2610.01%
118NOV INC COM USD0.01NOV16,881$2570.01%
119AIR PRODUCTS & CHEMICALS INC COM USD1AIIR838$2470.01%
120ISHARES INDIA 50 ETF USD INC4642895294,560$2320.01%
121COOPER COMPANIES INC COM USD0.10 (P/S)2166485012,554$2150.01%
122CHURCH & DWIGHT COM USD1.00CHD1,700$1870.01%
123IDEXX LABORATORIES COM USD0.1045168D104410$1720.00%
124CME GROUP INC COM STK CL A USD0.01CME642$1700.00%
125BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,055$1680.00%
126BADGER METER INC COM USD1BMI841$1600.00%
127ILLINOIS TOOLS WORKS INC COM NPV452308109635$1580.00%
128COMCAST CORP COM CL A USD0.01CCZ4,207$1550.00%
129ASTRAZENECA ADR (1 TO 1)AZN2,050$1510.00%
130INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1470.00%
131NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF1,936$1340.00%
132DATADOG INC COM CL A USDDDOG1,354$1340.00%
133AT&T INC COM USD1.00T-PC4,223$1200.00%
134ECOLAB INC COM USD1ECL445$1130.00%
135KIRBY CORP COM USD0.10KEX1,100$1110.00%
136FIRST SOLAR INC COM STK USD0.001FSLR840$1060.00%
137INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104570$980.00%
138DOVER CORP COM STK USD1.00DOV548$960.00%
139HCA HEALTHCARE INC COM USD0.01HCA275$950.00%
140HESS CORPORATION COM USD1HESM575$920.00%
141AGCO CORPORATIONAGCO925$860.00%
142CONOCOPHILLIPS COM USD0.01COP823$860.00%
143JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,012$850.00%
144AMPHENOL CORP COM USD0.0010320951011,183$780.00%
145DNOW INCDNOW4,159$710.00%
146OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL4,600$710.00%
147ALPHA METALLURGICAL COM USD0.01020764106550$690.00%
148FASTENAL COM USD0.01FAST800$620.00%
149FORTUNA MINING CORP COM NPV34994210210,000$610.00%
150BOEING CO COM USD5.00BA-PA350$600.00%
151CAMECO CORP COM NPVCCJ1,220$500.00%
152BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$470.00%
153CORTEVA INC COM USD0.01CTVA734$460.00%
154CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD130$460.00%
155NORTHERN TRUST COM USD1.666NTRSO465$460.00%
156KEURIG DR PEPPER INC COM USD0.01KDP1,273$440.00%
157CANADIAN NATURAL RESOURCES COM NPV (US LST)1363851011,400$430.00%
158QUANTUM COMPUTING COM USD0.001QUBT5,200$420.00%
159GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$420.00%
160JONES LANG LASALLE INC COM USD0.01JLL170$420.00%
161HUBSPOT INC COM USD0.001HUBS73$420.00%
162COSTAR GROUP INC COM USD0.01CSGP520$410.00%
163AST SPACEMOBILE INC COM USD0.0001ASTS1,810$410.00%
164MGM RESORTS INTL COM USD0.01MGM1,325$390.00%
165HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$360.00%
166CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$360.00%
167BIOMARIN PHARMA COM USD0.001BMRN495$350.00%
168IONQ INC COM USD0.01IONQ-WT1,575$350.00%
169ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556275$350.00%
170PDD HOLDINGS INC SPON ADR (4 TO 1)PDD270$320.00%
171L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$310.00%
172KINDER MORGAN INC COM USD0.01EP-PC1,090$310.00%
173EBAY INC COM USD0.001 (US LISTED)EBAY450$300.00%
174NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$300.00%
175AIRBNB INC COM CL A USD0.0001ABNB240$290.00%
176ARM HOLDINGS PLC SPON ADR (1 to 1)042068205275$290.00%
177HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$280.00%
178PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$270.00%
179AUTODESK INC COM USD0.01ADSK104$270.00%
180MASCO CORP COM USD1.00MAS395$270.00%
181MERCADOLIBRE INC COM STK USD0.001MELI14$270.00%
182NETEASE INC ADR (1 TO 25)NETTF250$260.00%
183ORAMED PHARMACEUTICALS INCORMP11,675$250.00%
184MORGAN STANLEY COM USD0.01MS-PQ200$230.00%
185ISHARES RUSSELL 2000 VALUE ETF USD INC464287630150$230.00%
186NORTHROP GRUMMAN CORP COM USD1NOC45$230.00%
187MASTEC INC COM USD0.10MTZ200$230.00%
188NOVARTIS AG ADR (1 TO 1)NVSEF200$220.00%
189NEWS CORPNWSLL800$220.00%
190GUARDANT HEALTH IN COM USD0.00001GH460$200.00%
191ANALOG DEVICES INC COM USD0.16 2/3ADI100$200.00%
192MODERNA INC COM USD0.0001MRNA675$190.00%
193AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$180.00%
194DEXCOM INC COM USD0.001DXCM264$180.00%
195EMBECTA CORP COM USD0.01 WIEMBC1,415$180.00%
196BOOT BARN HOLDINGS COM USD0.0001BOOT157$170.00%
197ARK INNOVATION ETF USD INC00214Q104365$170.00%
198DISCOVER FINANCIAL SERVICES COM STK USD0.01254709108100$170.00%
199GE HEALTHCARE TECH COM USD0.01GEHC200$160.00%
200HEICO CORP COM USD0.01HEI-A75$160.00%
201ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$160.00%
202HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$150.00%
203PTC INC COM USD0.01PTC100$150.00%
204PURE STORAGE INC COM USD0.0001 CL A74624M102350$150.00%
205ASANA INC COM CL A USD0.00001ASAN1,030$150.00%
206BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$140.00%
207DUPONT DE NEMOURS INC COM USD0.01DD182$140.00%
208BAIDU INC ADS (1 TO 1)BAIDF150$140.00%
209ANSYS INC COM USD 0.0103662Q10542$130.00%
210DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$120.00%
211REGENERON PHARMS COM USD0.001REGN19$120.00%
212COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS3,900$110.00%
213OCCIDENTAL PETROLEUM CORP COM STK USD0.20674599105220$110.00%
214HERSHEY COMPANY COM USD1HSY56$100.00%
215DOCUSIGN INC COM STKDOCU125$100.00%
216PERKINELMER INC COM USD1RVTY90$100.00%
217MAXCYTE INC COM STK USD0.01MXCT3,800$100.00%
218POWER INTEGRATIONS INC COM USDPOWI200$100.00%
219LKQ CORP COM USD0.01LKQ220$90.00%
220DIAGEO PLC ADR (1 TO 4)DGEAF65$70.00%
221EDWARDS LIFESCIENCES CORP COM USD1EW100$70.00%
222CHAMPIONX CORP COM USD0.0115872M104187$60.00%
223QUANEX BUILDING PRODUCTS CORP COM USD0.01747619104333$60.00%
224OKTA INC COM CL A USD0.0001OKTA56$60.00%
225ILLUMINA INC COM USD0.01ILMN80$60.00%
226DOW INC COM USD0.01DOW182$60.00%
227AMICUS THERAPEUTIC COM USD0.01FOLD600$50.00%
228INCYTE CORPORATION COM USD0.001INCY80$50.00%
229COPART INC COM USD0.0001CPRT84$50.00%
230COINBASE GLOBAL INC COM CL A USD0.00001COIN30$50.00%
231DECKERS OUTDOOR CORP COM USD0.01DECK40$40.00%
232RECURSION PHARMACEUTICALS COM USD0.00001RXRX800$40.00%
233CANADIAN PACIFIC KANSAS CITY LIMITED COM NPVCP60$40.00%
234RESIDEO TECHNOLOGIES INC COM USD0.001REZI249$40.00%
235CRICUT INC COM USD0.001CRCT500$30.00%
236CADIZ INC COM USD0.01CDZIP1,000$30.00%
237AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM27$20.00%
238GXO LOGISTICS INC COM USD0.01GXO39$20.00%
239CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$20.00%
240MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
241DXC TECHNOLOGY CO COM USD0.01DXC85$10.00%
242GRAY TELEVISION COM NPVGTN-A136$10.00%
243PLUG POWER INC COM USD0.01PLUG750$10.00%
244TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$10.00%
245PELETON INTERACTIVE INC COM CL A USD0.002PTON200$10.00%
246NIO INC SPON ADR (1 TO 1)NIOIF273$10.00%
247AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL500$10.00%
248BEYOND MEAT INC COM USD 0.0001BYND60$00.00%
249ISHARES US TECHNOLOGY ETF USD INC464287721275$00.00%
250NOVAVAX INC COM USD0.01NVAX50$00.00%
251FASTLY INC COM CL A USDFSLY18$00.00%
252GINKGO BIOWORKS HLDGS COM CL A USD0.0001 (P/S)DNABW28$00.00%
253GEN DIGITAL INC COM USD0.01GENVR12$00.00%
254ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
255BATTALION OIL CORP COM USD0.0001BATL1$00.00%
256IOVANCE BIO COM USD0.000041666IOVA4,550$00.00%
257LEMONADE INC COM USD0.00001LMND4$00.00%
258ARCHER AVIATION INC COM USD0.0001ACHR-WT390$00.00%
259AMC ENTERTAINMENT HLDGS INC COM A USD0.0100165C30256$00.00%
260IQVIA HOLDINGS INC COM USD0.01IQV35$00.00%
261INTERACTIVE STRENGTH INC COM USD (PST REV SPT)TRNR7$00.00%
262GRAIL INC COM USD0.001GRAL10$00.00%
263ASPEN TECHNOLOGY COM USD0.1029109X1063,339$00.00%
264LUMINAR TECH COM CL A USD0.0001 (R/S)LAZRQ12$00.00%
265ADVANCED DRAINAGE SYSTEMS COM USD0.0100790R104210$00.00%
266ALIGN TECHNOLOGY COM USD0.0001 (US LISTED)ALGN20$00.00%
267MARRIOTT VACATIONS COM USD0.01VAC345,570$00.00%