Metropolis Capital Ltd
AMERSHAM X0 · SEC CIK 0001765388
$32.98亿2026Q1 申报市值
16持仓数
84.3%前十大占比 · 第一大 13.2%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$3.08亿
BKNG 加仓+$1.58亿
MSFT 加仓+$1.25亿
MA 加仓+$5,569.96万
NWSA 加仓+$4,596.84万
2026Q1 卖出最多 按季末市值估算
TXN 减仓-$1.77亿
HCA 减仓-$8,157.66万
TSM 减仓-$6,239.57万
CCK 减仓-$4,649.70万
STT 减仓-$3,009.62万
2026Q1 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 | $4.36亿 | 13.21% | 1,177,196 | 338,932 | 40.4% | $1.25亿 | 加仓 |
| BKNG | BOOKING HLDGS INC | $3.50亿 | 10.63% | 83,221 | 37,507 | 82.0% | $1.58亿 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3.08亿 | 9.35% | 4,914,436 | 4,914,436 | — | $3.08亿 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2.91亿 | 8.82% | 582,037 | 111,475 | 23.7% | $5,569.96万 | 加仓 |
| STT | STATE STR CORP | $2.85亿 | 8.65% | 2,252,643 | -237,802 | -9.5% | -$3,009.62万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2.28亿 | 6.92% | 3,949,246 | 385,444 | 10.8% | $2,227.87万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.27亿 | 6.88% | 1,168,177 | -912,521 | -43.9% | -$1.77亿 | 减仓 |
| NWSA | NEWS CORP NEW | $2.20亿 | 6.68% | 8,835,157 | 1,843,900 | 26.4% | $4,596.84万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2.18亿 | 6.61% | 7,589,923 | -416,930 | -5.2% | -$1,197.01万 | 减仓 |
| SNX | TD SYNNEX | $2.16亿 | 6.56% | 1,281,307 | 111,222 | 9.5% | $1,876.43万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.46亿 | 4.42% | 308,300 | -172,379 | -35.9% | -$8,157.66万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.17亿 | 3.54% | 345,102 | -184,630 | -34.9% | -$6,239.57万 | 减仓 |
| V | VISA INC | $1.11亿 | 3.38% | 368,680 | 42,457 | 13.0% | $1,283.22万 | 加仓 |
| CCK | CROWN HLDGS INC | $8,380.68万 | 2.54% | 835,978 | -463,810 | -35.7% | -$4,649.70万 | 减仓 |
| DIS | DISNEY WALT CO | $3,062.13万 | 0.93% | 317,714 | 317,714 | — | $3,062.13万 | 新建仓 |
| NWS | NEWS CORP NEW | $2,951.19万 | 0.89% | 1,035,141 | 163,356 | 18.7% | $465.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -29,609 | -100.0% | -$1,488.30万 | 清仓 |