Pamplona Capital Management, LLC
Net seller this quarter
$361M
4
-$197M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SWIM | $335M | 92.84% | 44.11% | Not reported | Q4 2024 |
 ESTC | $12M | 3.32% | 0.20% | Not reported | Q4 2024 |
 AMZN | $11.9M | 3.31% | 0.00% | -94.3% | Q4 2024 |
 NXH | $1.91M | 0.53% | 0.40% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| SWIM | $278M | 58.85% | 44.16% | Not reported | Q4 2024 |
| AMZN | $183M | 38.59% | 0.01% | Not reported | Q4 2024 |
| ESTC | $10.5M | 2.23% | 0.20% | Not reported | Q4 2024 |
| NXH | $1.53M | 0.32% | 0.48% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| SWIM | $329M | 59.94% | 44.40% | Not reported | Q4 2024 |
| AMZN | $202M | 36.84% | 0.01% | -14.9% | Q4 2024 |
| ESTC | $15.9M | 2.89% | 0.20% | Not reported | Q4 2024 |
| NXH | $1.81M | 0.33% | 0.48% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| SWIM | $395M | 52.11% | 44.44% | Not reported | Q4 2024 |
| AMZN | $226M | 29.88% | 0.01% | Not reported | Q4 2024 |
 MSFT | $114M | 15.05% | 0.00% | Not reported | Q4 2024 |
| ESTC | $17.8M | 2.35% | 0.20% | Not reported | Q4 2024 |
| NXH | $3.24M | 0.43% | 0.51% | Not reported | Q4 2024 |
 QQQ | $1.37M | 0.18% | Not reported | Not reported | Q4 2024 |