Metropolis Capital Ltd
Net seller this quarter
$3.45B
16
-$172M
87.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $483M | 13.99% | 0.02% | +10.7% | Q4 2022 |
 HCA | $431M | 12.50% | 0.42% | +195.4% | Q4 2018 |
 BKNG | $385M | 11.16% | 0.29% | +9.8% | Q4 2022 |
 MA | $358M | 10.39% | 0.06% | +23.2% | Q4 2022 |
 CMCSA | $267M | 7.76% | 0.23% | +22.8% | Q4 2022 |
 RYAAY | $255M | 7.40% | 0.42% | +11.8% | Q4 2018 |
 NWSA | $229M | 6.65% | 1.59% | +4.0% | Q4 2022 |
 SUNB | $222M | 6.44% | 0.86% | -27.9% | Q1 2026 |
 DIS | $217M | 6.29% | 0.13% | +608.1% | Q1 2026 |
 STT | $174M | 5.05% | 0.50% | -39.0% | Q4 2018 |
 V | $132M | 3.83% | 0.02% | +18.4% | Q4 2022 |
 CCK | $131M | 3.80% | 1.17% | +56.3% | Q2 2024 |
 SNX | $61.2M | 1.78% | 0.45% | -71.7% | Q2 2025 |
 TXN | $40.1M | 1.16% | 0.02% | -82.3% | Q4 2022 |
| NWS | $33.4M | 0.97% | Not reported | +13.3% | Q4 2022 |
 TSM | $29.5M | 0.85% | 0.00% | -74.7% | Q1 2023 |
| Q1 2026 | |||||
| MSFT | $436M | 14.72% | 0.02% | +40.4% | Q4 2022 |
| SUNB | $308M | 10.41% | 1.19% | New | Q1 2026 |
| MA | $291M | 9.82% | 0.05% | +23.7% | Q4 2022 |
| STT | $285M | 9.63% | 0.81% | -9.6% | Q4 2018 |
| RYAAY | $228M | 7.71% | 0.38% | +10.8% | Q4 2018 |
| TXN | $227M | 7.66% | 0.13% | -43.9% | Q4 2022 |
| NWSA | $220M | 7.44% | 1.53% | +26.4% | Q4 2022 |
| CMCSA | $218M | 7.36% | 0.18% | -5.2% | Q4 2022 |
| SNX | $216M | 7.30% | 1.59% | +9.5% | Q2 2025 |
| HCA | $146M | 4.93% | 0.14% | -35.9% | Q4 2018 |
| TSM | $117M | 3.94% | 0.00% | -34.9% | Q1 2023 |
| V | $111M | 3.76% | 0.02% | +13.0% | Q4 2022 |
| CCK | $83.8M | 2.83% | 0.74% | -35.7% | Q2 2024 |
| DIS | $30.6M | 1.03% | 0.02% | New | Q1 2026 |
| NWS | $29.5M | 1.00% | Not reported | +18.7% | Q4 2022 |
| BKNG | $14M | 0.47% | 0.26% | +82.1% | Q4 2022 |
| Q4 2025 | |||||
| MSFT | $405M | 12.95% | 0.01% | +32.9% | Q4 2022 |
| TXN | $361M | 11.53% | 0.23% | +36.0% | Q4 2022 |
| STT | $321M | 10.26% | 0.89% | -36.9% | Q4 2018 |
| MA | $269M | 8.58% | 0.04% | +47.7% | Q4 2022 |
| RYAAY | $257M | 8.22% | 0.34% | -23.9% | Q4 2018 |
| BKNG | $245M | 7.82% | 0.14% | +4.6% | Q4 2022 |
| CMCSA | $239M | 7.65% | 0.19% | +7.8% | Q4 2022 |
| HCA | $224M | 7.17% | 0.21% | -28.9% | Q4 2018 |
| NWSA | $183M | 5.83% | 1.21% | +17.3% | Q4 2022 |
| SNX | $176M | 5.62% | 1.44% | -4.8% | Q2 2025 |
| TSM | $161M | 5.14% | 0.00% | -19.4% | Q1 2023 |
| CCK | $134M | 4.28% | 1.15% | -6.1% | Q2 2024 |
| V | $114M | 3.65% | 0.02% | +99.2% | Q4 2022 |
| NWS | $25.8M | 0.83% | Not reported | +13.8% | Q4 2022 |
 BRK.B | $14.9M | 0.48% | Not reported | -5.7% | Q4 2018 |
| Q3 2025 | |||||
| STT | $458M | 14.40% | 1.40% | -1.1% | Q4 2018 |
| MSFT | $327M | 10.28% | 0.01% | -20.2% | Q4 2022 |
| HCA | $288M | 9.06% | 0.29% | +12.1% | Q4 2018 |
| RYAAY | $282M | 8.87% | 0.44% | -2.3% | Q4 2018 |
| TXN | $281M | 8.84% | 0.17% | +12.5% | Q4 2022 |
| BKNG | $236M | 7.42% | 0.13% | -5.7% | Q4 2022 |
| CMCSA | $233M | 7.34% | 0.18% | +14.9% | Q4 2022 |
| SNX | $201M | 6.33% | 1.51% | +44.8% | Q2 2025 |
| TSM | $184M | 5.77% | 0.00% | -7.4% | Q1 2023 |
| NWSA | $183M | 5.76% | 1.03% | +4.7% | Q4 2022 |
| MA | $181M | 5.70% | 0.03% | -7.1% | Q4 2022 |
| CCK | $134M | 4.20% | 1.19% | -1.9% | Q2 2024 |
 CSCO | $94.3M | 2.97% | 0.03% | -23.2% | Q4 2018 |
| V | $55.9M | 1.76% | 0.01% | +28.2% | Q4 2022 |
| NWS | $26.5M | 0.83% | Not reported | +11.9% | Q4 2022 |
| BRK.B | $15.8M | 0.50% | Not reported | -6.4% | Q4 2018 |