Metropolis Capital Ltd
Follow13F filer, CIK 1765388, AMERSHAM, United Kingdom
Metropolis Capital Ltd reported $3,130,463,884 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21. Its ten largest share positions make up 85.63% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765388-26-000001
- Period
- 2025-12-31
- Reported value
- $3.13B
- Holdings
- 15
- Top 10 weight
- 85.63%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTadded | +207,409 | $100M |
| TXNadded | +551,161 | $95.6M |
| MAadded | +152,043 | $86.8M |
| Vadded | +162,434 | $57M |
| NWSAadded | +1,031,659 | $26.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| STTreduced | -1,456,694 | -$188M |
| CSCOexited | -1,378,165 | -$94.3M |
| HCAreduced | -195,071 | -$91.1M |
| RYAAYreduced | -1,118,032 | -$80.7M |
| TSMreduced | -127,550 | -$38.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001765388-26-000001, largest first. % of portfolio is the value over $3,130,463,884, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 838,264 | $405M | 12.95% | +207,409 | Timeline | ||
| TXNTEXAS INSTRS INC | 2,080,698 | $361M | 11.53% | +551,161 | Timeline | ||
| STTSTATE STR CORP | 2,490,445 | $321M | 10.26% | -1,456,694 | Timeline | ||
| MAMASTERCARD INCORPORATED | 470,562 | $269M | 8.58% | +152,043 | Timeline | ||
| RYAAYRYANAIR HOLDINGS PLC | 3,563,802 | $257M | 8.22% | -1,118,032 | Timeline | ||
| BKNGBOOKING HOLDINGS INC | 45,714 | $245M | 7.82% | +2,012 | Timeline | ||
| CMCSACOMCAST CORP NEW | 8,006,853 | $239M | 7.65% | +579,374 | Timeline | ||
| HCAHCA HEALTHCARE INC | 480,679 | $224M | 7.17% | -195,071 | Timeline | ||
| NWSANEWS CORP NEW | 6,991,257 | $183M | 5.83% | +1,031,659 | Timeline | ||
| SNXTD SYNNEX CORPORATION | 1,170,085 | $176M | 5.62% | -58,518 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 529,732 | $161M | 5.14% | -127,550 | Timeline | ||
| CCKCROWN HLDGS INC | 1,299,788 | $134M | 4.28% | -83,983 | Timeline | ||
| VVISA INC | 326,223 | $114M | 3.65% | +162,434 | Timeline | ||
| NWSNEWS CORP NEW | 871,785 | $25.8M | 0.83% | +105,669 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 29,609 | $14.9M | 0.48% | -1,795 | Timeline |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CSCOCISCO SYS INC | 1,378,165 | $94.3M | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001765388-26-000001 | base | 2026-01-21 | acceptance time not in the bulk data set |