Pamplona Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Pamplona Capital Management, LLC reported 5 stock positions worth $361.3 million. Its top holding was Latham (SWIM) at 92.8% of the portfolio, followed by Elastic (ESTC, 3.3%) and Amazon.com (AMZN, 3.3%). Compared with Q1 2026, it reduced 1. The biggest sale was Amazon.com (AMZN, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001554913
- Portfolio Value
- $361.3M (Q2 2026)
- SEC Filing
- 0001193125-26-350261 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $361.3M
| SWIM Latham Group Inc. | 92.84% | 51,845,685 | $335.4M | No change |
| ESTC Elastic NV | 3.32% | 210,600 | $12.0M | No change |
| AMZN Amazon.com Inc. | 3.31% | 50,130 | $11.9M | Reduce -94.3% |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.53% | 330,655 | $1.9M | No change |
| BED BATH & BEYOND INC | 0.00% | 33,065 | $14K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Reduce -94.3% | 3.31% | −35.29 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $361.3M | SWIM, ESTC, AMZN, NXH, BED BATH & BEYOND INC |
| Q1 2026 | 5 | $473.1M | SWIM, AMZN, ESTC, NXH, BED BATH & BEYOND INC |
| Q4 2025 | 5 | $549.3M | SWIM, AMZN, ESTC, NXH, BED BATH & BEYOND INC |
| Q3 2025 | 6 | $757.1M | SWIM, AMZN, MSFT, ESTC, NXH |
| Q2 2025 | 6 | $687.5M | SWIM, AMZN, MSFT, ESTC, NXH |
| Q1 2025 | 6 | $633.7M | SWIM, AMZN, MSFT, ESTC, NXH |
| Q4 2024 | 6 | $703.3M | SWIM, AMZN, MSFT, ESTC, NXH |