Metropolis Capital Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Metropolis Capital Ltd reported 17 stock positions worth $2.7 billion. Its top holding was Comcast Class A (CMCSA) at 11.2% of the portfolio, followed by State Street (STT, 11.2%) and Alphabet Class A (GOOGL, 10.7%). Compared with Q1 2024, it opened 1 new position, added to 10 and reduced 6. The biggest buy was Comcast Class A (CMCSA, shares +25%) and the biggest sale Alphabet Class A (GOOGL, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- AMERSHAM, X0
- CIK
- 0001765388
- Portfolio Value
- $2.7B (Q2 2024)
- SEC Filing
- 0001765388-24-000004 ↗ filed Jul 22, 2024
Holdings Value
Holdings 17 stocks · $2.7B
| CMCSA Comcast Corp. Class A | 11.20% | 7,814,928 | $306.0M | Add +24.9% |
| STT State Street Corp. | 11.17% | 4,124,840 | $305.2M | Add +13.1% |
| GOOGL Alphabet Inc. Class A | 10.73% | 1,609,434 | $293.2M | Reduce -35.4% |
| TXN Texas Instruments Inc. | 9.05% | 1,271,866 | $247.4M | Reduce -28.4% |
| V Visa Inc. Class A | 8.99% | 936,343 | $245.8M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.56% | 575,041 | $233.9M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 7.46% | 4,290,181 | $203.8M | Add +5.7% |
| NWSA News Corp. Class A | 6.28% | 6,223,348 | $171.6M | Reduce -6.0% |
| RYAAY Ryanair Holdings PLC-SP ADR | 6.15% | 1,444,041 | $168.1M | Add +33.3% |
| BKNG Booking Holdings Inc. | 6.04% | 41,700 | $165.2M | Reduce -18.5% |
| MA Mastercard Inc. Class A | 5.35% | 331,648 | $146.3M | Add +1.6% |
| MSFT Microsoft Corp. | 3.84% | 234,525 | $104.8M | Add +34.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.93% | 302,967 | $52.7M | Reduce -23.7% |
| CCK Crown Holdings Inc. | 1.07% | 393,751 | $29.3M | New |
| ORCL Oracle Corp. | 0.90% | 173,606 | $24.5M | Add +2.0% |
| NWS News Corp. Class B | 0.88% | 842,235 | $23.9M | Add +13.2% |
| PARAA Paramount Global Class B | 0.40% | 1,058,348 | $11.0M | Add +2.6% |
Portfolio Sells Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Reduce -35.4% | 10.73% | −2.73 |
| TXN Texas Instruments Inc. | Reduce -28.4% | 9.05% | −2.02 |
| BKNG Booking Holdings Inc. | Reduce -18.5% | 6.04% | −0.60 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 8.56% | −0.35 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.7% | 1.93% | −0.01 |
| NWSA News Corp. Class A | Reduce -6.0% | 6.28% | +0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| CMCSA Comcast Corp. Class A | Add +24.9% | 11.20% | +1.49 |
| MSFT Microsoft Corp. | Add +34.2% | 3.84% | +1.20 |
| STT State Street Corp. | Add +13.1% | 11.17% | +1.07 |
| CCK Crown Holdings Inc. | New | 1.07% | +1.07 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +33.3% | 6.15% | +0.50 |
| CSCO Cisco Systems Inc. | Add +5.7% | 7.46% | +0.20 |
| NWS News Corp. Class B | Add +13.2% | 0.88% | +0.15 |
| V Visa Inc. Class A | Add +5.8% | 8.99% | +0.14 |
| ORCL Oracle Corp. | Add +2.0% | 0.90% | +0.13 |
| PARAA Paramount Global Class B | Add +2.6% | 0.40% | −0.03 |
| MA Mastercard Inc. Class A | Add +1.6% | 5.35% | −0.28 |
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 |