L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
16 May 2025
latest of these filings; the earliest 14 May 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
3,556,722
combined, among listed positions
Reported value
$163m
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was -137,515.

Managers listing PPLI in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Southeastern Asset Management Inc2,455,492$113m6.01%Trimmed-296,44815 May 2025 (the filing on sec.gov)
Artisan Partners LP916,713$42m0.07%Added+7,89414 May 2025 (the filing on sec.gov)
Winton Group Ltd150,535$6.9m0.42%Added+125,93115 May 2025 (the filing on sec.gov)
Maverick Capital Ltd18,874$867kunder 0.1%Added+10,00015 May 2025 (the filing on sec.gov)
Caxton Associates LLP15,108$694kunder 0.1%Newnew16 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0510152020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PPLI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 202117$2.3bnn.a.n.a.
Q3 202113$1.8bnn.a.n.a.
Q4 20218$1.7bnn.a.n.a.
Q1 202212$1.2bnn.a.n.a.
Q2 20229$825mn.a.n.a.
Q3 20227$496mn.a.n.a.
Q4 20229$423mn.a.n.a.
Q1 20236$381mn.a.n.a.
Q2 20237$474mn.a.n.a.
Q3 20235$251mn.a.n.a.
Q4 20236$265m33
Q1 20246$250m34
Q2 20245$180m33
Q3 20244$213m31
Q4 20244$159m32
Q1 20255$163m41
Q2 20254$152m23
Q3 20253$107m03
Q4 20253$171m1119
Q1 20261$161m1116
Q2 20263$164m1314

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PPLI and GOOGL →PPLI and META →PPLI and SPCX →Choose a stock to compare with PPLI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PPLI, latest filings →Back to the 13F Explorer →