Metropolis Capital Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 4,914,436 | +4,914,436 | 0 | 308,245,319 | 10.41% | +308,245,319 |
| TD SYNNEX(SNX) | 1,170,085 | 1,281,307 | +111,222 | 175,781,870 | 216,169,304 | 7.30% | +40,387,434 |
| NEWS CORP NEW(NWS) | 6,991,257 | 8,835,157 | +1,843,900 | 182,611,633 | 220,260,464 | 7.44% | +37,648,831 |
| DISNEY WALT CO(DIS) | 0 | 317,714 | +317,714 | 0 | 30,621,275 | 1.03% | +30,621,275 |
| MICROSOFT CORP(MSFT) | 838,264 | 1,177,196 | +338,932 | 405,401,236 | 435,762,643 | 14.72% | +30,361,407 |
| MASTERCARD INCORPORATED(MA) | 470,562 | 582,037 | +111,475 | 268,634,435 | 290,820,607 | 9.82% | +22,186,172 |
| NEWS CORP NEW(NWS) | 871,785 | 1,035,141 | +163,356 | 25,830,990 | 29,511,870 | 1.00% | +3,680,880 |
| VISA INC(V) | 326,223 | 368,680 | +42,457 | 114,409,668 | 111,429,843 | 3.76% | -2,979,825 |
| BERKSHIRE HATHAWAY INC DEL | 29,609 | 0 | -29,609 | 14,882,964 | 0 | — | -14,882,964 |
| COMCAST CORP NEW(CCZ) | 8,006,853 | 7,589,923 | -416,930 | 239,324,836 | 217,906,689 | 7.36% | -21,418,147 |
| RYANAIR HOLDINGS PLC(RYAAY) | 3,563,802 | 3,949,246 | +385,444 | 257,270,866 | 228,266,419 | 7.71% | -29,004,447 |
| STATE STR CORP(STT) | 2,490,445 | 2,252,643 | -237,802 | 321,292,309 | 285,094,498 | 9.63% | -36,197,811 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 529,732 | 345,102 | -184,630 | 160,980,257 | 116,627,221 | 3.94% | -44,353,036 |
| CROWN HLDGS INC(CCK) | 1,299,788 | 835,978 | -463,810 | 133,839,170 | 83,806,795 | 2.83% | -50,032,375 |
| HCA HEALTHCARE INC(HCA) | 480,679 | 308,300 | -172,379 | 224,409,798 | 145,899,892 | 4.93% | -78,509,906 |
| TEXAS INSTRS INC(TXN) | 2,080,698 | 1,168,177 | -912,521 | 360,980,296 | 226,789,883 | 7.66% | -134,190,413 |
| BOOKING HLDGS INC(BKNG) | 45,714 | 83,221 | +37,507 | 244,813,556 | 14,015,482 | 0.47% | -230,798,074 |