Investor
Metropolis Capital Ltd
CIK 0001765388 · filed 2026-04-22 · SEC filing
13F book
$2.96B
Positions
16
2 new · 1 sold
Largest name
14.7%
Microsoft Corp · MSFT
Est. mark
−$399.4M
Price effect on 14 names still held. Flow $230.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 1.18M | $435.8M | 14.7% | −$95.1M | Added$30.4M |
| Sunbelt Rentals Holdings, Inc. | SUNB | 4.91M | $308.2M | 10.4% | — | New |
| Mastercard Inc | MA | 582K | $290.8M | 9.8% | −$33.5M | Added$22.2M |
| State Str Corp | — | 2.25M | $285.1M | 9.6% | −$5.52M | Cut−$36.2M |
| Ryanair Holdings Plc | — | 3.95M | $228.3M | 7.7% | −$51.3M | Added−$29M |
| Texas Instrs Inc | — | 1.17M | $226.8M | 7.7% | $24.1M | Cut−$134.2M |
| News Corp New | — | 8.84M | $220.3M | 7.4% | −$8.32M | Added$37.6M |
| Comcast Corp New | — | 7.59M | $217.9M | 7.4% | −$8.96M | Cut−$21.4M |
| Td Synnex Corp | SNX | 1.28M | $216.2M | 7.3% | $21.6M | Added$40.4M |
| HCA Healthcare, Inc. | HCA | 308.3K | $145.9M | 4.9% | $1.97M | Cut−$78.5M |
| Taiwan Semiconductor Mfg Ltd | — | 345.1K | $116.6M | 3.9% | $11.8M | Cut−$44.4M |
| Visa Inc. | V | 368.7K | $111.4M | 3.8% | −$15.8M | Added−$2.98M |
| Crown Hldgs Inc | — | 836K | $83.8M | 2.8% | −$2.27M | Cut−$50M |
| Disney Walt Co | — | 317.7K | $30.6M | 1.0% | — | New |
| News Corp New | — | 1.04M | $29.5M | 1.0% | −$976.4K | Added$3.68M |
| Booking Holdings Inc. | BKNG | 83.2K | $14M | 0.5% | −$237.1M | Added−$230.8M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.