ROBERTSON OPPORTUNITY CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALIT | 555K | $1.81M |
 | WMB | 433K | $27.45M |
 | CLBT | 363K | $6.72M |
 | RNG | 342K | $9.69M |
 | CPRT | 336K | $15.13M |
 | IRDM | 287K | $5.02M |
 | CEVA | 225K | $5.94M |
 | DINO | 210K | $10.97M |
 | ACGL | 202K | $18.34M |
 | PYPL | 137K | $9.18M |
 | CCJ | 120K | $10.07M |
 | OKE | 118K | $8.61M |
 | GOOG | 102K | $24.84M |
 | NDAQ | 63K | $5.58M |
 | FOX | 59K | $3.36M |
 | QRVO | 55K | $4.97M |
 | FLUT | 50K | $12.70M |
 | CBRE | 46K | $7.20M |
 | CF | 40K | $3.59M |
 | NTR | 31K | $1.82M |
Alight, Inc.
ALIT
Shares Held
555K
Value
$1.81M
The Williams Companies, Inc.
WMB
Shares Held
433K
Value
$27.45M
Cellebrite DI Ltd.
CLBT
Shares Held
363K
Value
$6.72M
RingCentral, Inc.
RNG
Shares Held
342K
Value
$9.69M
Copart, Inc.
CPRT
Shares Held
336K
Value
$15.13M
Iridium Communications Inc.
IRDM
Shares Held
287K
Value
$5.02M
CEVA, Inc.
CEVA
Shares Held
225K
Value
$5.94M
HF Sinclair Corporation
DINO
Shares Held
210K
Value
$10.97M
Arch Capital Group Ltd.
ACGL
Shares Held
202K
Value
$18.34M
PayPal Holdings, Inc.
PYPL
Shares Held
137K
Value
$9.18M
Cameco Corporation
CCJ
Shares Held
120K
Value
$10.07M
ONEOK, Inc.
OKE
Shares Held
118K
Value
$8.61M
Alphabet Inc.
GOOG
Shares Held
102K
Value
$24.84M
Nasdaq, Inc.
NDAQ
Shares Held
63K
Value
$5.58M
Fox Corporation
FOX
Shares Held
59K
Value
$3.36M
Qorvo, Inc.
QRVO
Shares Held
55K
Value
$4.97M
Flutter Entertainment plc
FLUT
Shares Held
50K
Value
$12.70M
CBRE Group, Inc.
CBRE
Shares Held
46K
Value
$7.20M
CF Industries Holdings, Inc.
CF
Shares Held
40K
Value
$3.59M
Nutrien Ltd.
NTR
Shares Held
31K
Value
$1.82M