Metropolis Capital Ltd holds a focused book of 16 stocks worth $3.0B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed State Street Corp. Their largest long position is Microsoft Corp at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1765388/holdings"
Use Arkolith to show Metropolis Capital Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $435.8M | 1.18M | 14.7% | ▲+40% Added · +339K sh | |
| 2 | Sunbelt Rentals Holdings Inc SHS | $308.2M | 4.91M | 10.4% | ▲New New position | |
| 3 | Mastercard Incorporated CL A | $290.8M | 582.0K | 9.8% | ▲+24% Added · +111K sh | |
| 4 | State STR Corp COM | $285.1M | 2.25M | 9.6% | ▼−9.5% Reduced · −238K sh | |
| 5 | Ryanair Holdings PLC SPONSORED ADR | $228.3M | 3.95M | 7.7% | ▲+11% Added · +385K sh | |
| 6 | Texas Instrs Inc COM | $226.8M | 1.17M | 7.7% | ▼−44% Reduced · −913K sh | |
| 7 | News Corp New CL A | $220.3M | 8.84M | 7.4% | ▲+26% Added · +1.8M sh | |
| 8 | Comcast Corp New CL A | $217.9M | 7.59M | 7.4% | ▼−5.2% Reduced · −417K sh | |
| 9 | TD Synnex COM | $216.2M | 1.28M | 7.3% | ▲+9.5% Added · +111K sh | |
| 10 | Hca Healthcare Inc COM | $145.9M | 308.3K | 4.9% | ▼−36% Reduced · −172K sh | |
| 11 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $116.6M | 345.1K | 3.9% | ▼−35% Reduced · −185K sh | |
| 12 | Visa Inc COM CL A | $111.4M | 368.7K | 3.8% | ▲+13% Added · +42K sh | |
| 13 | Crown Hldgs Inc COM | $83.8M | 836.0K | 2.8% | ▼−36% Reduced · −464K sh | |
| 14 | Disney Walt Co COM | $30.6M | 317.7K | 1.0% | ▲New New position | |
| 15 | News Corp New CL B | $29.5M | 1.04M | 1.0% | ▲+19% Added · +163K sh | |
| 16 | Booking Hldgs Inc COM | $14.0M | 83.2K | 0.5% | ▲+82% Added · +38K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 16 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 15 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 16 | $3.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 17 | $3.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 15 | $2.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 14 | $2.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 16 | $2.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 22, 2024 | 17 | $2.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 12, 2024 | 16 | $2.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 5, 2024 | 16 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 11, 2023 | 16 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 7, 2023 | 16 | $2.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 15 | $2.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 15 | $2.0B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 11, 2022 | 15 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 15 | $1.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 8, 2022 | 15 | $1.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 13, 2022 | 15 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 7, 2021 | 15 | $1.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 9, 2021 | 14 | $1.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 8, 2021 | 14 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 11, 2021 | 14 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 8, 2020 | 14 | $859.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.