Metropolis Capital Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Metropolis Capital Ltd reported 14 stock positions worth $2.9 billion. Its top holding was State Street (STT) at 14.2% of the portfolio, followed by Microsoft (MSFT, 10.7%) and Comcast Class A (CMCSA, 10.5%). Compared with Q3 2024, it sold out of 2, added to 6 and reduced 8. The biggest buy was Crown (CCK, shares +69%) and the biggest sale News Class A (NWSA, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- AMERSHAM, X0
- CIK
- 0001765388
- Portfolio Value
- $2.9B (Q4 2024)
- SEC Filing
- 0001765388-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 14 stocks · $2.9B
| STT State Street Corp. | 14.16% | 4,114,063 | $403.8M | Reduce -4.0% |
| MSFT Microsoft Corp. | 10.66% | 721,589 | $304.1M | Add +9.8% |
| CMCSA Comcast Corp. Class A | 10.52% | 7,994,686 | $300.0M | Reduce -5.3% |
| V Visa Inc. Class A | 9.49% | 856,932 | $270.8M | Reduce -19.9% |
| TXN Texas Instruments Inc. | 9.47% | 1,440,563 | $270.1M | Add +18.5% |
| CSCO Cisco Systems Inc. | 8.93% | 4,302,161 | $254.7M | Reduce -11.6% |
| CCK Crown Holdings Inc. | 7.12% | 2,456,357 | $203.1M | Add +68.7% |
| RYAAY Ryanair Holdings PLC-SP ADR | 7.02% | 4,593,130 | $200.2M | Add +14.7% |
| BKNG Booking Holdings Inc. | 5.99% | 34,402 | $170.9M | Reduce -13.0% |
| MA Mastercard Inc. Class A | 5.62% | 304,445 | $160.3M | Reduce -23.0% |
| NWSA News Corp. Class A | 4.29% | 4,441,858 | $122.3M | Reduce -34.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.49% | 219,572 | $99.5M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.66% | 383,552 | $75.7M | Add +45.4% |
| NWS News Corp. Class B | 0.58% | 545,318 | $16.6M | Reduce -41.4% |
Portfolio Sells Q3 2024 → Q4 2024
| NWSA News Corp. Class A | Reduce -34.5% | 4.29% | −1.96 |
| CMCSA Comcast Corp. Class A | Reduce -5.3% | 10.52% | −1.68 |
| MA Mastercard Inc. Class A | Reduce -23.0% | 5.62% | −1.13 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.86 |
| V Visa Inc. Class A | Reduce -19.9% | 9.49% | −0.69 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.41 |
| NWS News Corp. Class B | Reduce -41.4% | 0.58% | −0.32 |
| CSCO Cisco Systems Inc. | Reduce -11.6% | 8.93% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -13.0% | 5.99% | +0.23 |
| STT State Street Corp. | Reduce -4.0% | 14.16% | +1.04 |
Portfolio Buys Q3 2024 → Q4 2024
| CCK Crown Holdings Inc. | Add +68.7% | 7.12% | +2.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +45.4% | 2.66% | +1.07 |
| MSFT Microsoft Corp. | Add +9.8% | 10.66% | +0.88 |
| TXN Texas Instruments Inc. | Add +18.5% | 9.47% | +0.78 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +14.7% | 7.02% | +0.76 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 3.49% | +0.04 |
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 |