Funds · 13F filer · New York, NY

Pamplona Capital Management, LLC

$361.3M in 5 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+2.4%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2024: $100 against $127 in the S&P 500.2

Pamplona Capital Management, LLCS&P 500 (SPY)
$85$100$12720242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
SWIMLatham Group Inc$335.4M92.8%
Elastic NvCUSIP N14506104$12.0M3.3%
AMZNAmazon Com Inc$11.9M3.3%−94.3%
NXHBed Bath & Beyond Inc$1.9M0.5%
Bed Bath & Beyond IncCUSIP 075896159$14K0.0%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NXHBed Bath & Beyond IncDecember 31, 2024+17.4%$1.9M
AMZNAmazon Com IncDecember 31, 2024+8.6%$11.9M
SWIMLatham Group IncDecember 31, 2024−7.0%$335.4M
Bed Bath & Beyond IncCUSIP 075896159December 31, 2025−36.4%$14K
Elastic NvCUSIP N14506104December 31, 2024−42.5%$12.0M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+18.0%+14.8%
March 31, 2026−13.9%−4.6%
December 31, 2025−8.5%+2.4%
September 30, 2025+10.1%+7.8%
June 30, 2025+8.5%+10.5%
March 31, 2025−9.9%−4.6%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1554913
  2. 2
    Filed August 14, 2026 · accession 0001193125-26-350261