Metropolis Capital Ltd 13F Holdings · Q2 2026
Metropolis Capital Ltd reported 16 securities worth $3.45B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (13.99%), HCA (12.50%), BKNG (11.16%). Among its top 25 positions this quarter: 11 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $482.5M | 13.99% | 1.3M | Added |
| 2 | HCA | HCA HEALTHCARE INC | $430.9M | 12.50% | 910,564 | Added |
| 3 | BKNG | BOOKING HLDGS INC | $384.8M | 11.16% | 2.3M | Added |
| 4 | MA | MASTERCARD INCORPORATED | $358.3M | 10.39% | 717,113 | Added |
| 5 | CMCSA | COMCAST CORP NEW | $267.5M | 7.76% | 9.3M | Added |
| 6 | RYAAY | RYANAIR HOLDINGS PLC | $255.1M | 7.40% | 4.4M | Added |
| 7 | NWSA | NEWS CORP NEW | $229.2M | 6.65% | 9.2M | Added |
| 8 | SUNB | SUNBELT RENTALS HOLDINGS INC | $222.2M | 6.44% | 3.5M | Trimmed |
| 9 | DIS | DISNEY WALT CO | $216.8M | 6.29% | 2.2M | Added |
| 10 | STT | STATE STR CORP | $174.0M | 5.05% | 1.4M | Trimmed |
| 11 | V | VISA INC | $132.0M | 3.83% | 436,604 | Added |
| 12 | CCK | CROWN HLDGS INC | $131.0M | 3.80% | 1.3M | Added |
| 13 | SNX | TD SYNNEX | $61.2M | 1.78% | 362,963 | Trimmed |
| 14 | TXN | TEXAS INSTRS INC | $40.1M | 1.16% | 206,347 | Trimmed |
| 15 | NWS | NEWS CORP NEW | $33.4M | 0.97% | 1.2M | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.5M | 0.85% | 87,235 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR