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Metropolis Capital Ltd

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13F filer, CIK 1765388, AMERSHAM, United Kingdom

Metropolis Capital Ltd reported $3,448,472,551 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 87.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765388-26-000004

Period
2026-06-30
Reported value
$3.45B
Holdings
16
Top 10 weight
87.61%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKNGadded+2,201,425$371M
HCAadded+602,264$285M
DISadded+1,932,117$186M
MAadded+135,076$67.5M
CMCSAadded+1,727,026$49.6M

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

SecurityShares changeApprox. value
TXNreduced-961,830-$187M
SNXreduced-918,344-$155M
STTreduced-877,753-$111M
TSMreduced-257,867-$87.1M
SUNBreduced-1,371,957-$86.1M

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, Q2 2026

Share positions as resolved from 13F-HR 0001765388-26-000004, largest first. % of portfolio is the value over $3,448,472,551, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657,098 shares; 2024Q4: 721,589 shares; 2025Q1: 1,030,688 shares; 2025Q2: 790,475 shares; 2025Q3: 630,855 shares; 2025Q4: 838,264 shares; 2026Q1: 1,177,196 shares; 2026Q2: 1,303,534 shares 1,303,534$483M13.99%+126,338Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341,437 shares; 2025Q2: 603,029 shares; 2025Q3: 675,750 shares; 2025Q4: 480,679 shares; 2026Q1: 308,300 shares; 2026Q2: 910,564 shares 910,564$431M12.5%+602,264Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,523 shares; 2024Q4: 34,402 shares; 2025Q1: 46,991 shares; 2025Q2: 46,339 shares; 2025Q3: 43,702 shares; 2025Q4: 45,714 shares; 2026Q1: 83,221 shares; 2026Q2: 2,284,646 shares 2,284,646$385M11.16%+2,201,425Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,189 shares; 2024Q4: 304,445 shares; 2025Q1: 377,235 shares; 2025Q2: 343,006 shares; 2025Q3: 318,519 shares; 2025Q4: 470,562 shares; 2026Q1: 582,037 shares; 2026Q2: 717,113 shares 717,113$358M10.39%+135,076Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,442,392 shares; 2024Q4: 7,994,686 shares; 2025Q1: 6,212,291 shares; 2025Q2: 6,464,862 shares; 2025Q3: 7,427,479 shares; 2025Q4: 8,006,853 shares; 2026Q1: 7,589,923 shares; 2026Q2: 9,316,949 shares 9,316,949$267M7.76%+1,727,026Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006,107 shares; 2024Q4: 4,593,130 shares; 2025Q1: 4,753,672 shares; 2025Q2: 4,790,231 shares; 2025Q3: 4,681,834 shares; 2025Q4: 3,563,802 shares; 2026Q1: 3,949,246 shares; 2026Q2: 4,413,677 shares 4,413,677$255M7.4%+464,431Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,779,137 shares; 2024Q4: 4,441,858 shares; 2025Q1: 4,946,609 shares; 2025Q2: 5,694,353 shares; 2025Q3: 5,959,598 shares; 2025Q4: 6,991,257 shares; 2026Q1: 8,835,157 shares; 2026Q2: 9,192,105 shares 9,192,105$229M6.65%+356,948Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,914,436 shares; 2026Q2: 3,542,479 shares 3,542,479$222M6.44%-1,371,957Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,714 shares; 2026Q2: 2,249,831 shares 2,249,831$217M6.29%+1,932,117Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286,306 shares; 2024Q4: 4,114,063 shares; 2025Q1: 4,031,992 shares; 2025Q2: 3,992,311 shares; 2025Q3: 3,947,139 shares; 2025Q4: 2,490,445 shares; 2026Q1: 2,252,643 shares; 2026Q2: 1,374,890 shares 1,374,890$174M5.05%-877,753Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070,280 shares; 2024Q4: 856,932 shares; 2025Q1: 158,339 shares; 2025Q2: 127,726 shares; 2025Q3: 163,789 shares; 2025Q4: 326,223 shares; 2026Q1: 368,680 shares; 2026Q2: 436,604 shares 436,604$132M3.83%+67,924Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455,752 shares; 2024Q4: 2,456,357 shares; 2025Q1: 2,404,099 shares; 2025Q2: 1,410,763 shares; 2025Q3: 1,383,771 shares; 2025Q4: 1,299,788 shares; 2026Q1: 835,978 shares; 2026Q2: 1,306,609 shares 1,306,609$131M3.8%+470,631Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 848,699 shares; 2025Q3: 1,228,603 shares; 2025Q4: 1,170,085 shares; 2026Q1: 1,281,307 shares; 2026Q2: 362,963 shares 362,963$61.2M1.78%-918,344Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215,872 shares; 2024Q4: 1,440,563 shares; 2025Q1: 1,465,342 shares; 2025Q2: 1,359,299 shares; 2025Q3: 1,529,537 shares; 2025Q4: 2,080,698 shares; 2026Q1: 1,168,177 shares; 2026Q2: 206,347 shares 206,347$40.1M1.16%-961,830Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930,950 shares; 2024Q4: 545,318 shares; 2025Q1: 609,566 shares; 2025Q2: 684,729 shares; 2025Q3: 766,116 shares; 2025Q4: 871,785 shares; 2026Q1: 1,035,141 shares; 2026Q2: 1,172,616 shares 1,172,616$33.4M0.97%+137,475Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,833 shares; 2024Q4: 383,552 shares; 2025Q1: 623,621 shares; 2025Q2: 709,881 shares; 2025Q3: 657,282 shares; 2025Q4: 529,732 shares; 2026Q1: 345,102 shares; 2026Q2: 87,235 shares 87,235$29.5M0.85%-257,867Timeline

How Q2 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765388-26-000004 base2026-07-22acceptance time not in the bulk data set