Metropolis Capital Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Metropolis Capital Ltd reported 17 stock positions worth $3.2 billion. Its top holding was State Street (STT) at 13.5% of the portfolio, followed by Microsoft (MSFT, 12.5%) and Texas Instruments (TXN, 8.9%). Compared with Q1 2025, it opened 2 new positions, added to 6 and reduced 9. The biggest buy was a new position in TD Synnex (SNX) and the biggest sale Crown (CCK, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- AMERSHAM, X0
- CIK
- 0001765388
- Portfolio Value
- $3.2B (Q2 2025)
- SEC Filing
- 0001765388-25-000004 ↗ filed Jul 21, 2025
Holdings Value
Holdings 17 stocks · $3.2B
| STT State Street Corp. | 13.46% | 3,992,311 | $424.5M | Reduce -1.0% |
| MSFT Microsoft Corp. | 12.47% | 790,475 | $393.2M | Reduce -23.3% |
| TXN Texas Instruments Inc. | 8.95% | 1,359,299 | $282.2M | Reduce -7.2% |
| RYAAY Ryanair Holdings PLC-SP ADR | 8.76% | 4,790,231 | $276.3M | Add +0.8% |
| BKNG Booking Holdings Inc. | 8.51% | 46,339 | $268.3M | Reduce -1.4% |
| HCA HCA Healthcare Inc. | 7.33% | 603,029 | $231.0M | Add +76.6% |
| CMCSA Comcast Corp. Class A | 7.32% | 6,464,862 | $230.7M | Add +4.1% |
| MA Mastercard Inc. Class A | 6.11% | 343,006 | $192.7M | Reduce -9.1% |
| NWSA News Corp. Class A | 5.37% | 5,694,353 | $169.2M | Add +15.1% |
| TSM Taiwan Semiconductor-SP ADR | 5.10% | 709,881 | $160.8M | Add +13.8% |
| CCK Crown Holdings Inc. | 4.61% | 1,410,763 | $145.3M | Reduce -41.3% |
| CSCO Cisco Systems Inc. | 3.95% | 1,795,512 | $124.6M | Reduce -29.9% |
| SNX TD Synnex Corp. | 3.65% | 848,699 | $115.2M | New |
| ORCL Oracle Corp. | 1.73% | 249,759 | $54.6M | New |
| V Visa Inc. Class A | 1.44% | 127,726 | $45.3M | Reduce -19.3% |
| NWS News Corp. Class B | 0.74% | 684,729 | $23.5M | Add +12.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 33,559 | $16.3M | Reduce -26.5% |
Portfolio Sells Q1 2025 → Q2 2025
| CCK Crown Holdings Inc. | Reduce -41.3% | 4.61% | −3.36 |
| CSCO Cisco Systems Inc. | Reduce -29.9% | 3.95% | −1.92 |
| MSFT Microsoft Corp. | Reduce -23.3% | 12.47% | −1.90 |
| MA Mastercard Inc. Class A | Reduce -9.1% | 6.11% | −1.57 |
| TXN Texas Instruments Inc. | Reduce -7.2% | 8.95% | −0.83 |
| V Visa Inc. Class A | Reduce -19.3% | 1.44% | −0.62 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.5% | 0.52% | −0.39 |
| STT State Street Corp. | Reduce -1.0% | 13.46% | +0.05 |
| BKNG Booking Holdings Inc. | Reduce -1.4% | 8.51% | +0.47 |
Portfolio Buys Q1 2025 → Q2 2025
| SNX TD Synnex Corp. | New | 3.65% | +3.65 |
| HCA HCA Healthcare Inc. | Add +76.6% | 7.33% | +2.94 |
| ORCL Oracle Corp. | New | 1.73% | +1.73 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +0.8% | 8.76% | +1.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.8% | 5.10% | +1.25 |
| NWSA News Corp. Class A | Add +15.1% | 5.37% | +0.36 |
| NWS News Corp. Class B | Add +12.3% | 0.74% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +4.1% | 7.32% | −1.20 |
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 |