Metropolis Capital Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Metropolis Capital Ltd reported 16 stock positions worth $2.8 billion. Its top holding was Alphabet Class A (GOOGL) at 13.5% of the portfolio, followed by Texas Instruments (TXN, 11.1%) and State Street (STT, 10.1%). Compared with Q4 2023, it added to 7 and reduced 9. The biggest buy was Ryanair Holdings PLC-SP ADR (RYAAY, shares +93%) and the biggest sale Microsoft (MSFT, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- AMERSHAM, X0
- CIK
- 0001765388
- Portfolio Value
- $2.8B (Q1 2024)
- SEC Filing
- 0001765388-24-000003 ↗ filed Apr 12, 2024
Holdings Value
Holdings 16 stocks · $2.8B
| GOOGL Alphabet Inc. Class A | 13.46% | 2,489,639 | $375.8M | Add +20.3% |
| TXN Texas Instruments Inc. | 11.08% | 1,775,238 | $309.3M | Reduce -1.1% |
| STT State Street Corp. | 10.10% | 3,645,635 | $281.9M | Add +5.3% |
| CMCSA Comcast Corp. Class A | 9.71% | 6,254,835 | $271.1M | Add +24.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.91% | 591,538 | $248.8M | Reduce -19.8% |
| V Visa Inc. Class A | 8.85% | 885,400 | $247.1M | Add +6.6% |
| CSCO Cisco Systems Inc. | 7.26% | 4,059,992 | $202.6M | Add +15.7% |
| BKNG Booking Holdings Inc. | 6.65% | 51,171 | $185.6M | Reduce -10.1% |
| NWSA News Corp. Class A | 6.21% | 6,621,877 | $173.4M | Reduce -16.6% |
| RYAAY Ryanair Holdings PLC-SP ADR | 5.65% | 1,083,124 | $157.7M | Add +93.0% |
| MA Mastercard Inc. Class A | 5.63% | 326,558 | $157.3M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.63% | 174,816 | $73.5M | Reduce -51.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.94% | 397,206 | $54.0M | Reduce -64.4% |
| ORCL Oracle Corp. | 0.77% | 170,153 | $21.4M | Reduce -28.0% |
| NWS News Corp. Class B | 0.72% | 744,063 | $20.1M | Reduce -63.2% |
| PARAA Paramount Global Class B | 0.43% | 1,031,777 | $12.1M | Add +0.6% |
Portfolio Sells Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Reduce -51.3% | 2.63% | −2.38 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -64.4% | 1.94% | −2.37 |
| NWS News Corp. Class B | Reduce -63.2% | 0.72% | −1.21 |
| NWSA News Corp. Class A | Reduce -16.6% | 6.21% | −1.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -19.8% | 8.91% | −0.85 |
| BKNG Booking Holdings Inc. | Reduce -10.1% | 6.65% | −0.84 |
| TXN Texas Instruments Inc. | Reduce -1.1% | 11.08% | −0.27 |
| ORCL Oracle Corp. | Reduce -28.0% | 0.77% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 5.63% | +0.46 |
Portfolio Buys Q4 2023 → Q1 2024
| RYAAY Ryanair Holdings PLC-SP ADR | Add +93.0% | 5.65% | +2.87 |
| GOOGL Alphabet Inc. Class A | Add +20.3% | 13.46% | +2.73 |
| CMCSA Comcast Corp. Class A | Add +24.1% | 9.71% | +1.51 |
| V Visa Inc. Class A | Add +6.6% | 8.85% | +0.83 |
| CSCO Cisco Systems Inc. | Add +15.7% | 7.26% | +0.68 |
| STT State Street Corp. | Add +5.3% | 10.10% | +0.15 |
| PARAA Paramount Global Class B | Add +0.6% | 0.43% | −0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $3.4B | MSFT, HCA, BKNG, MA, CMCSA |
| Q1 2026 | 16 | $3.0B | MSFT, SUNB, MA, STT, RYAAY |
| Q4 2025 | 15 | $3.1B | MSFT, TXN, STT, MA, RYAAY |
| Q3 2025 | 16 | $3.2B | STT, MSFT, HCA, RYAAY, TXN |
| Q2 2025 | 17 | $3.2B | STT, MSFT, TXN, RYAAY, BKNG |
| Q1 2025 | 15 | $2.7B | MSFT, STT, TXN, CMCSA, BKNG |
| Q4 2024 | 14 | $2.9B | STT, MSFT, CMCSA, V, TXN |
| Q3 2024 | 16 | $2.9B | STT, CMCSA, V, MSFT, CSCO |
| Q2 2024 | 17 | $2.7B | CMCSA, STT, GOOGL, TXN, V |
| Q1 2024 | 16 | $2.8B | GOOGL, TXN, STT, CMCSA, BRK.B |