Metropolis Capital Ltd
Metropolis Capital Ltd reported 16 US-listed holdings worth $3.45 billion in its 13F for the quarter ended 30 June 2026, filed 22 July 2026. Its largest: Microsoft Corp. (14.0%), HCA Healthcare, Inc. (12.5%) and Booking Holdings Inc. (11.2%). Against the quarter before, it opened 0 positions, added to 11, trimmed 5 and sold out of 0.
Reported holdings$3.45B+16.5% on Q1 2026
Positions16as many as Q1 2026
The largest ten87.6%of its reported holdings
Latest 13FQ2 2026filed 22 July 2026
Added toTrimmed
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 11Trimmed 5
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 11
- Booking Holdings Inc. BKNG+2.2 million shares · +2645%
- HCA Healthcare, Inc. HCA+602,264 shares · +195%
- Walt Disney Co. DIS+1.9 million shares · +608%
- Mastercard Inc. MA+135,076 shares · +23%
- Comcast Corp. CMCSA+1.7 million shares · +23%
- Crown Holdings, Inc. CCK+470,631 shares · +56%
- Microsoft Corp. MSFT+126,338 shares · +11%
- Ryanair Holdings PLC RYAAY+464,431 shares · +12%
and 3 more in the table below
Trimmed 5
- Texas Instruments Inc. TXN-961,830 shares · -82%
- TD Synnex Corp. SNX-918,344 shares · -72%
- State Street Corp. STT-877,753 shares · -39%
- Taiwan Semiconductor Manufacturing Company Limited TSM-257,867 shares · -75%
- Sunbelt Rentals Holdings Inc. SUNB-1.4 million shares · -28%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Microsoft Corp. MSFT | 1,303,534 | $482.5 million | 13.99% | +126,338 |
| HCA Healthcare, Inc. HCA | 910,564 | $430.9 million | 12.50% | +602,264 |
| Booking Holdings Inc. BKNG | 2,284,646 | $384.8 million | 11.16% | +2,201,425 |
| Mastercard Inc. MA | 717,113 | $358.3 million | 10.39% | +135,076 |
| Comcast Corp. CMCSA | 9,316,949 | $267.5 million | 7.76% | +1,727,026 |
| Ryanair Holdings PLC RYAAY | 4,413,677 | $255.1 million | 7.40% | +464,431 |
| News Corp. NWSA | 9,192,105 | $229.2 million | 6.65% | +356,948 |
| Sunbelt Rentals Holdings Inc. SUNB | 3,542,479 | $222.2 million | 6.44% | -1,371,957 |
| Walt Disney Co. DIS | 2,249,831 | $216.8 million | 6.29% | +1,932,117 |
| State Street Corp. STT | 1,374,890 | $174.0 million | 5.05% | -877,753 |
| Visa Inc. V | 436,604 | $132.0 million | 3.83% | +67,924 |
| Crown Holdings, Inc. CCK | 1,306,609 | $131.0 million | 3.80% | +470,631 |
| TD Synnex Corp. SNX | 362,963 | $61.2 million | 1.78% | -918,344 |
| Texas Instruments Inc. TXN | 206,347 | $40.1 million | 1.16% | -961,830 |
| News Corp. NWS | 1,172,616 | $33.4 million | 0.97% | +137,475 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 87,235 | $29.5 million | 0.85% | -257,867 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.