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Pamplona Capital Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$757M
+10.1%
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
SWIM 52.11% 48.11% +4.00% $395M
OSTK 0.43% 0.33% +0.10% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 29.88% 32.87% -3.00% $226M
MSFT 15.05% 15.92% -0.87% $114M
ESTC 2.35% 2.58% -0.23% $18M
QQQ 0.18% 0.18% -0.00% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $342M 45.1%
Mid Cap 1 $18M 2.4%
Small Cap 2 $398M 52.5%

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 52.11% 51,845,685 $395M $7.61 $64M
2 AMZN 29.88% 1,030,168 $226M $219.57 $185K
3 MSFT 15.05% 220,062 $114M $517.95 $5M
4 ESTC 2.35% 210,600 $18M $84.49 $34K
5 OSTK 0.43% 330,655 $3M $9.79 $962K
6 QQQ 0.18% 2,284 $1M $600.37 $111K
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