ROBERTSON OPPORTUNITY CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALIT | 550K | $320.49K |
 | WMB | 365K | $26.55M |
 | CLBT | 363K | $5.00M |
 | SGI | 355K | $26.23M |
 | RNG | 342K | $12.72M |
 | CPRT | 337K | $11.20M |
 | IRDM | 287K | $7.97M |
 | CEVA | 225K | $4.20M |
 | DINO | 210K | $13.08M |
 | ACGL | 202K | $19.40M |
 | PYPL | 139K | $6.28M |
 | ARX | 135K | $1.80M |
 | OKE | 118K | $10.67M |
 | CCJ | 90K | $9.80M |
 | GOOG | 76K | $21.70M |
 | CBRE | 69K | $9.35M |
 | NDAQ | 63K | $5.35M |
 | FLUT | 50K | $5.09M |
 | CF | 40K | $5.19M |
 | QRVO | 37K | $2.83M |
Alight, Inc.
ALIT
Shares Held
550K
Value
$320.49K
The Williams Companies, Inc.
WMB
Shares Held
365K
Value
$26.55M
Cellebrite DI Ltd.
CLBT
Shares Held
363K
Value
$5.00M
Somnigroup International Inc
SGI
Shares Held
355K
Value
$26.23M
RingCentral, Inc.
RNG
Shares Held
342K
Value
$12.72M
Copart, Inc.
CPRT
Shares Held
337K
Value
$11.20M
Iridium Communications Inc.
IRDM
Shares Held
287K
Value
$7.97M
CEVA, Inc.
CEVA
Shares Held
225K
Value
$4.20M
HF Sinclair Corporation
DINO
Shares Held
210K
Value
$13.08M
Arch Capital Group Ltd.
ACGL
Shares Held
202K
Value
$19.40M
PayPal Holdings, Inc.
PYPL
Shares Held
139K
Value
$6.28M
Accelerant Holdings
ARX
Shares Held
135K
Value
$1.80M
ONEOK, Inc.
OKE
Shares Held
118K
Value
$10.67M
Cameco Corporation
CCJ
Shares Held
90K
Value
$9.80M
Alphabet Inc.
GOOG
Shares Held
76K
Value
$21.70M
CBRE Group, Inc.
CBRE
Shares Held
69K
Value
$9.35M
Nasdaq, Inc.
NDAQ
Shares Held
63K
Value
$5.35M
Flutter Entertainment plc
FLUT
Shares Held
50K
Value
$5.09M
CF Industries Holdings, Inc.
CF
Shares Held
40K
Value
$5.19M
Qorvo, Inc.
QRVO
Shares Held
37K
Value
$2.83M