Metropolis Capital Ltd
AMERSHAM X0 · SEC CIK 0001765388
$34.48亿2026Q2 申报市值
16持仓数
87.6%前十大占比 · 第一大 14.0%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HCA 加仓+$2.85亿
DIS 加仓+$1.86亿
MA 加仓+$6,749.21万
CMCSA 加仓+$4,958.29万
CCK 加仓+$4,718.08万
2026Q2 卖出最多 按季末市值估算
TXN 减仓-$1.87亿
SNX 减仓-$1.55亿
STT 减仓-$1.11亿
TSM 减仓-$8,714.62万
SUNB 减仓-$8,605.25万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $4.83亿 | 13.99% | 1,303,534 | 126,338 | 10.7% | $4,676.65万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $4.31亿 | 12.50% | 910,564 | 602,264 | 195.3% | $2.85亿 | 加仓 |
| BKNG | BOOKING HLDGS INC | $3.85亿 | 11.16% | 2,284,646 | 204,121 | 9.8% | $3,437.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.58亿 | 10.39% | 717,113 | 135,076 | 23.2% | $6,749.21万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2.67亿 | 7.76% | 9,316,949 | 1,727,026 | 22.8% | $4,958.29万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2.55亿 | 7.40% | 4,413,677 | 464,431 | 11.8% | $2,684.41万 | 加仓 |
| NWSA | NEWS CORP NEW | $2.29亿 | 6.65% | 9,192,105 | 356,948 | 4.0% | $889.87万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $2.22亿 | 6.44% | 3,542,479 | -1,371,957 | -27.9% | -$8,605.25万 | 减仓 |
| DIS | DISNEY WALT CO | $2.17亿 | 6.29% | 2,249,831 | 1,932,117 | 608.1% | $1.86亿 | 加仓 |
| STT | STATE STR CORP | $1.74亿 | 5.05% | 1,374,890 | -877,753 | -39.0% | -$1.11亿 | 减仓 |
| V | VISA INC | $1.32亿 | 3.83% | 436,604 | 67,924 | 18.4% | $2,052.93万 | 加仓 |
| CCK | CROWN HLDGS INC | $1.31亿 | 3.80% | 1,306,609 | 470,631 | 56.3% | $4,718.08万 | 加仓 |
| SNX | TD SYNNEX | $6,123.55万 | 1.78% | 362,963 | -918,344 | -71.7% | -$1.55亿 | 减仓 |
| TXN | TEXAS INSTRS INC | $4,006.02万 | 1.16% | 206,347 | -961,830 | -82.3% | -$1.87亿 | 减仓 |
| NWS | NEWS CORP NEW | $3,343.13万 | 0.97% | 1,172,616 | 137,475 | 13.3% | $391.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,948.11万 | 0.85% | 87,235 | -257,867 | -74.7% | -$8,714.62万 | 减仓 |