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Pamplona Capital Management, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$688M
+8.5%
Holdings
6
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 15.92% 13.04% +2.89% $109M
AMZN 32.87% 30.93% +1.94% $226M
OSTK 0.33% 0.30% +0.03% $2M
QQQ 0.18% 0.17% +0.01% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SWIM 48.11% 52.60% -4.49% $331M
ESTC 2.58% 2.96% -0.38% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $337M 49.0%
Mid Cap 1 $18M 2.6%
Small Cap 2 $333M 48.4%

Portfolio Analytics

Avg Market Cap
$1.1T
Median Market Cap
$224.4B
Avg P/E
42.6
Median P/E
31.5
Avg Dividend Yield
0.00%
Avg Beta
1.67
# Stocks
5
# ETFs / Funds
1

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SWIM 48.11% 51,845,685 $331M $6.38 -$3M
2 AMZN 32.87% 1,030,168 $226M $219.39 $30M
3 MSFT 15.92% 220,062 $109M $497.41 $27M
4 ESTC 2.58% 210,600 $18M $84.33 -$1M
5 OSTK 0.33% 330,655 $2M $6.88 $357K
6 QQQ 0.18% 2,284 $1M $551.64 $189K
View SEC EDGAR Filings for Pamplona Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms