Pamplona Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Pamplona Capital Management, LLC reported 5 stock positions worth $549.3 million. Its top holding was Latham (SWIM) at 59.9% of the portfolio, followed by Amazon.com (AMZN, 36.8%) and Elastic (ESTC, 2.9%). Compared with Q3 2025, it sold out of 2 and reduced 1. The biggest sale was an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001554913
- Portfolio Value
- $549.3M (Q4 2025)
- SEC Filing
- 0001193125-26-050728 ↗ filed Feb 13, 2026
Holdings Value
Holdings 5 stocks · $549.3M
| SWIM Latham Group Inc. | 59.94% | 51,845,685 | $329.2M | No change |
| AMZN Amazon.com Inc. | 36.84% | 876,613 | $202.3M | Reduce -14.9% |
| ESTC Elastic NV | 2.89% | 210,600 | $15.9M | No change |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.33% | 330,655 | $1.8M | No change |
| BED BATH & BEYOND INC | 0.00% | 33,065 | $22K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |