ROBERTSON OPPORTUNITY CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMB | 433K | $26.04M |
 | CLBT | 363K | $6.55M |
 | RNG | 342K | $9.88M |
 | CPRT | 336K | $13.17M |
 | CEVA | 225K | $4.84M |
 | DINO | 210K | $9.66M |
 | ACGL | 202K | $19.39M |
 | PYPL | 137K | $7.99M |
 | OKE | 118K | $8.67M |
 | CCJ | 118K | $10.76M |
 | GOOG | 76K | $23.74M |
 | NDAQ | 63K | $6.12M |
 | FLUT | 61K | $13.12M |
 | CBRE | 46K | $7.35M |
 | CF | 40K | $3.09M |
 | QRVO | 37K | $3.09M |
 | NTR | 31K | $1.91M |
 | MKTX | 29K | $5.23M |
 | SNPS | 27K | $12.54M |
 | META | 20K | $12.98M |
The Williams Companies, Inc.
WMB
Shares Held
433K
Value
$26.04M
Cellebrite DI Ltd.
CLBT
Shares Held
363K
Value
$6.55M
RingCentral, Inc.
RNG
Shares Held
342K
Value
$9.88M
Copart, Inc.
CPRT
Shares Held
336K
Value
$13.17M
CEVA, Inc.
CEVA
Shares Held
225K
Value
$4.84M
HF Sinclair Corporation
DINO
Shares Held
210K
Value
$9.66M
Arch Capital Group Ltd.
ACGL
Shares Held
202K
Value
$19.39M
PayPal Holdings, Inc.
PYPL
Shares Held
137K
Value
$7.99M
ONEOK, Inc.
OKE
Shares Held
118K
Value
$8.67M
Cameco Corporation
CCJ
Shares Held
118K
Value
$10.76M
Alphabet Inc.
GOOG
Shares Held
76K
Value
$23.74M
Nasdaq, Inc.
NDAQ
Shares Held
63K
Value
$6.12M
Flutter Entertainment plc
FLUT
Shares Held
61K
Value
$13.12M
CBRE Group, Inc.
CBRE
Shares Held
46K
Value
$7.35M
CF Industries Holdings, Inc.
CF
Shares Held
40K
Value
$3.09M
Qorvo, Inc.
QRVO
Shares Held
37K
Value
$3.09M
Nutrien Ltd.
NTR
Shares Held
31K
Value
$1.91M
MarketAxess Holdings Inc.
MKTX
Shares Held
29K
Value
$5.23M
Synopsys, Inc.
SNPS
Shares Held
27K
Value
$12.54M
Meta Platforms, Inc.
META
Shares Held
20K
Value
$12.98M