Pamplona Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Pamplona Capital Management, LLC reported 6 stock positions worth $633.7 million. Its top holding was Latham (SWIM) at 52.6% of the portfolio, followed by Amazon.com (AMZN, 30.9%) and Microsoft (MSFT, 13.0%). Its holdings were unchanged from Q4 2024.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001554913
- Portfolio Value
- $633.7M (Q1 2025)
- SEC Filing
- 0000950123-25-005146 ↗ filed May 14, 2025
Holdings Value
Holdings 6 stocks · $633.7M
| SWIM Latham Group Inc. | 52.60% | 51,845,685 | $333.4M | No change |
| AMZN Amazon.com Inc. | 30.93% | 1,030,168 | $196.0M | No change |
| MSFT Microsoft Corp. | 13.04% | 220,062 | $82.6M | No change |
| ESTC Elastic NV | 2.96% | 210,600 | $18.8M | No change |
| NXH Neighborhood Intelligence Inc. filed as BEYOND INC | 0.30% | 330,655 | $1.9M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 2,284 | $1.1M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| 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 |