Metropolis Capital Ltd
- SEC CIK
- 0001765388
- Latest filing
- Jul 22, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 22, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 16
- 0 vs. Q1 2026
- Portfolio value
- $3.45B
- +$487.2M (+16.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,303,534 | $482.5M | 14.0% | +126,338+10.7% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 910,564 | $430.9M | 12.5% | +602,264+195.3% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 2,284,646 | $384.8M | 11.2% | +204,121+9.8% | AddedConverted for a 25-for-1 split | History |
| MAMastercard Inc | Stock | 717,113 | $358.3M | 10.4% | +135,076+23.2% | Added | History |
| CMCSAComcast Corp | Stock | 9,316,949 | $267.5M | 7.8% | +1,727,026+22.8% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 4,413,677 | $255.1M | 7.4% | +464,431+11.8% | Added | History |
| NWSANews Corp | CL A | 9,192,105 | $229.2M | 6.6% | +356,948+4.0% | Added | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 3,542,479 | $222.2M | 6.4% | −1,371,957−27.9% | Reduced | History |
| DISWalt Disney Co | Stock | 2,249,831 | $216.8M | 6.3% | +1,932,117+608.1% | Added | History |
| STTState Street Corp | COM | 1,374,890 | $174.0M | 5.0% | −877,753−39.0% | Reduced | History |
| VVisa Inc. | Stock | 436,604 | $132.0M | 3.8% | +67,924+18.4% | Added | History |
| CCKCrown Holdings, Inc. | COM | 1,306,609 | $131.0M | 3.8% | +470,631+56.3% | Added | History |
| SNXTD Synnex Corp | COM | 362,963 | $61.2M | 1.8% | −918,344−71.7% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 206,347 | $40.1M | 1.2% | −961,830−82.3% | Reduced | History |
| NWSNews Corp | CL B | 1,172,616 | $33.4M | 1.0% | +137,475+13.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 87,235 | $29.5M | 0.9% | −257,867−74.7% | Reduced | History |