Metropolis Capital Ltd
- SEC CIK
- 0001765388
- Latest filing
- Jul 22, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 21, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 15
- −1 vs. Q3 2025
- Portfolio value
- $3.13B
- −$49.6M (−1.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 838,264 | $405.4M | 13.0% | +207,409+32.9% | Added | History |
| TXNTexas Instruments Inc | Stock | 2,080,698 | $361.0M | 11.5% | +551,161+36.0% | Added | History |
| STTState Street Corp | COM | 2,490,445 | $321.3M | 10.3% | −1,456,694−36.9% | Reduced | History |
| MAMastercard Inc | Stock | 470,562 | $268.6M | 8.6% | +152,043+47.7% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 3,563,802 | $257.3M | 8.2% | −1,118,032−23.9% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 45,714 | $244.8M | 7.8% | +2,012+4.6% | Added | History |
| CMCSAComcast Corp | Stock | 8,006,853 | $239.3M | 7.6% | +579,374+7.8% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 480,679 | $224.4M | 7.2% | −195,071−28.9% | Reduced | History |
| NWSANews Corp | CL A | 6,991,257 | $182.6M | 5.8% | +1,031,659+17.3% | Added | History |
| SNXTD Synnex Corp | COM | 1,170,085 | $175.8M | 5.6% | −58,518−4.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 529,732 | $161.0M | 5.1% | −127,550−19.4% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 1,299,788 | $133.8M | 4.3% | −83,983−6.1% | Reduced | History |
| VVisa Inc. | Stock | 326,223 | $114.4M | 3.7% | +162,434+99.2% | Added | History |
| NWSNews Corp | CL B | 871,785 | $25.8M | 0.8% | +105,669+13.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 29,609 | $14.9M | 0.5% | −1,795−5.7% | Reduced | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.