Pamplona Capital Management, LLC — 13F Holdings & Portfolio

CIK 1554913 · latest 13F-HR filed 2026-08-14

Pamplona Capital Management, LLC manages $361.3M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SWIM (92.84%), ESTC (3.32%), AMZN (3.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 3, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$361.3M

Long-equity book

Holdings

5

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑3 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • LATHAM GROUP INC$57.0M +20.5%
  • ELASTIC NV$1.5M +14.1%
  • BED BATH & BEYOND INC$380.3K +24.8%
Show all 3 →

Top Trims

  • AMAZON COM INC-$170.6M -93.5%
  • BED BATH & BEYOND INC-$4.6K -25.0%
Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LATHAM GROUP INC SWIM 51819L107 $335.4M 92.84% 51,845,685 SH
2 ELASTIC NV ESTC N14506104 $12.0M 3.32% 210,600 SH
3 AMAZON COM INC AMZN 023135106 $11.9M 3.31% 50,130 SH
4 BED BATH & BEYOND INC BBBY 690370101 $1.9M 0.53% 330,655 SH
5 BED BATH & BEYOND INC BBBY 075896159 $13.9K 0.00% 33,065 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $361.3M 5 0001193125-26-350261
2026-03-31 2026-05-15 $473.1M 5 0001193125-26-225425
2025-12-31 2026-02-13 $549.3M 5 0001193125-26-050728
2025-09-30 2025-11-14 $757.1M 6 0001193125-25-281629
Filer Information
Address
1330 AVENUE OF THE AMERICAS, 24TH FLOOR
NEW YORK
NEW YORK, NY 10019
Phone
(212) 207-6820
Filing Manager
Pamplona Capital Management, LLC
NEW YORK, NY
Signatory
Stephen Gauci
Director of Managing Member