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Portfolio (Quarterly) Guide ↗

Metropolis Capital Ltd

· CIK 0001765388
13F Portfolio $3.4B AUM 16 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 10 Added 4 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STT STATE STR CORP Financial Services 1,374,890.0 $174.0M 5.05% -1.1M -44.8% $126.56 +53.5%
2 SNX TD SYNNEX Technology 362,963.0 $61.2M 1.78% -807K -69.0% $168.71 +51.5%
3 TXN TEXAS INSTRS INC Technology 206,347.0 $40.1M 1.16% -1.9M -90.1% $194.14 +35.2%
4 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 87,235.0 $29.5M 0.85% -442K -83.5% $337.95 +23.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.1%
Communication Services 22.6%
Technology 19.4%
Consumer Cyclical 16.3%
Healthcare 13.6%