13F 机构持仓

Metropolis Capital Ltd

AMERSHAM X0 · SEC CIK 0001765388

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$34.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 13.2%
BKNG 10.6%
SUNB 9.3%
MA 8.8%
STT 8.6%
RYAAY 6.9%
TXN 6.9%
NWSA 6.7%
CMCSA 6.6%
SNX 6.6%

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%1,177,196 338,93240.4% $1.25亿 加仓
BKNG BOOKING HLDGS INC $3.50亿10.63%83,221 37,50782.0% $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%582,037 111,47523.7% $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%3,949,246 385,44410.8% $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 1,843,90026.4% $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%1,281,307 111,2229.5% $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 42,45713.0% $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%1,035,141 163,35618.7% $465.73万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -29,609-100.0% -$1,488.30万 清仓