Metropolis Capital Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 22, 2024), Metropolis Capital Ltd reported 16 stock positions worth $2.9 billion. Its top holding was State Street (STT) at 13.1% of the portfolio, followed by Comcast Class A (CMCSA, 12.2%) and Visa Class A (V, 10.2%). Compared with Q2 2024, it sold out of 1, added to 11 and reduced 5. The biggest buy was Microsoft (MSFT, shares +180%) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- AMERSHAM, X0
- CIK
- 0001765388
- Portfolio Value
- $2.9B (Q3 2024)
- SEC Filing
- 0001765388-24-000007 ↗ filed Oct 22, 2024
Holdings Value
Holdings 16 stocks · $2.9B
| STT State Street Corp. | 13.12% | 4,286,306 | $379.2M | Add +3.9% |
| CMCSA Comcast Corp. Class A | 12.20% | 8,442,392 | $352.6M | Add +8.0% |
| V Visa Inc. Class A | 10.18% | 1,070,280 | $294.3M | Add +14.3% |
| MSFT Microsoft Corp. | 9.78% | 657,098 | $282.7M | Add +180.2% |
| CSCO Cisco Systems Inc. | 8.96% | 4,866,136 | $259.0M | Add +13.4% |
| TXN Texas Instruments Inc. | 8.69% | 1,215,872 | $251.2M | Reduce -4.4% |
| MA Mastercard Inc. Class A | 6.75% | 395,189 | $195.1M | Add +19.2% |
| RYAAY Ryanair Holdings PLC-SP ADR | 6.26% | 4,006,107 | $181.0M | Add +177.4% |
| NWSA News Corp. Class A | 6.25% | 6,779,137 | $180.5M | Add +8.9% |
| BKNG Booking Holdings Inc. | 5.76% | 39,523 | $166.5M | Reduce -5.2% |
| CCK Crown Holdings Inc. | 4.83% | 1,455,752 | $139.6M | Add +269.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.45% | 216,675 | $99.7M | Reduce -62.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.59% | 263,833 | $45.8M | Reduce -12.9% |
| NWS News Corp. Class B | 0.90% | 930,950 | $26.0M | Add +10.5% |
| ORCL Oracle Corp. | 0.86% | 145,908 | $24.9M | Reduce -15.9% |
| PARAA Paramount Global Class B | 0.41% | 1,123,029 | $11.9M | Add +6.1% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −10.73 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -62.3% | 3.45% | −5.11 |
| TXN Texas Instruments Inc. | Reduce -4.4% | 8.69% | −0.36 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.9% | 1.59% | −0.34 |
| BKNG Booking Holdings Inc. | Reduce -5.2% | 5.76% | −0.28 |
| ORCL Oracle Corp. | Reduce -15.9% | 0.86% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Add +180.2% | 9.78% | +5.95 |
| CCK Crown Holdings Inc. | Add +269.7% | 4.83% | +3.76 |
| STT State Street Corp. | Add +3.9% | 13.12% | +1.95 |
| CSCO Cisco Systems Inc. | Add +13.4% | 8.96% | +1.50 |
| MA Mastercard Inc. Class A | Add +19.2% | 6.75% | +1.40 |
| V Visa Inc. Class A | Add +14.3% | 10.18% | +1.19 |
| CMCSA Comcast Corp. Class A | Add +8.0% | 12.20% | +1.00 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +177.4% | 6.26% | +0.11 |
| NWS News Corp. Class B | Add +10.5% | 0.90% | +0.03 |
| PARAA Paramount Global Class B | Add +6.1% | 0.41% | +0.01 |
| NWSA News Corp. Class A | Add +8.9% | 6.25% | −0.03 |
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 |