Pamplona Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Pamplona Capital Management, LLC reported 6 stock positions worth $757.1 million. Its top holding was Latham (SWIM) at 52.1% of the portfolio, followed by Amazon.com (AMZN, 29.9%) and Microsoft (MSFT, 15.1%). Its holdings were unchanged from Q2 2025.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001554913
- Portfolio Value
- $757.1M (Q3 2025)
- SEC Filing
- 0001193125-25-281629 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $757.1M
| SWIM Latham Group Inc. | 52.11% | 51,845,685 | $394.5M | No change |
| AMZN Amazon.com Inc. | 29.88% | 1,030,168 | $226.2M | No change |
| MSFT Microsoft Corp. | 15.05% | 220,062 | $114.0M | No change |
| ESTC Elastic NV | 2.35% | 210,600 | $17.8M | No change |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.43% | 330,655 | $3.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 2,284 | $1.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 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 |