Holders — by stockHoldings — by fund
Metropolis Capital Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001765388
$3.45B
disclosed book value
16
positions
14%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1.3M | $482.5M | 14% |
| 2 | HCAHCA HEALTHCARE INC | 910,564 | $430.9M | 12.5% |
| 3 | BKNGBOOKING HLDGS INC | 2.3M | $384.8M | 11.2% |
| 4 | MAMASTERCARD INCORPORATED | 717,113 | $358.3M | 10.4% |
| 5 | CMCSACOMCAST CORP NEW | 9.3M | $267.5M | 7.8% |
| 6 | RYAAYRYANAIR HOLDINGS PLC | 4.4M | $255.1M | 7.4% |
| 7 | NWSANEWS CORP NEW | 9.2M | $229.2M | 6.6% |
| 8 | SUNBSUNBELT RENTALS HOLDINGS INC | 3.5M | $222.2M | 6.4% |
| 9 | DISDISNEY WALT CO | 2.2M | $216.8M | 6.3% |
| 10 | STTSTATE STR CORP | 1.4M | $174.0M | 5% |
| 11 | VVISA INC | 436,604 | $132.0M | 3.8% |
| 12 | CCKCROWN HLDGS INC | 1.3M | $131.0M | 3.8% |
| 13 | SNXTD SYNNEX | 362,963 | $61.2M | 1.8% |
| 14 | TXNTEXAS INSTRS INC | 206,347 | $40.1M | 1.2% |
| 15 | NWSNEWS CORP NEW | 1.2M | $33.4M | 1% |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 87,235 | $29.5M | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.