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ROBERTSON OPPORTUNITY CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Elevance Health Inc.ELV15.3K$5.92M
Meta Platforms, Inc.META15.46K$8.71M
ServiceNow, Inc.NOW16K$1.59M
Synopsys, Inc.SNPS19.7K$8.79M
Cameco CorporationCCJ28.15K$2.87M
MarketAxess Holdings Inc.MKTX28.83K$3.27M
Qorvo, Inc.QRVO36.57K$3.41M
CF Industries Holdings, Inc.CF40K$4.33M
Nasdaq, Inc.NDAQ55.04K$4.34M
Flutter Entertainment plcFLUT58.94K$6.02M
ONEOK, Inc.OKE68.28K$5.94M
CBRE Group, Inc.CBRE69K$9.29M
Alphabet Inc.GOOG75.65K$26.73M
CEVA, Inc.CEVA120.6K$5.69M
PayPal Holdings, Inc.PYPL138.91K$6M
Fiserv, Inc.FISV155.71K$7.64M
Arch Capital Group Ltd.ACGL202.11K$19.62M
HF Sinclair CorporationDINO209.6K$14.6M
Iridium Communications Inc.IRDM250.35K$13.73M
Copart, Inc.CPRT337.39K$9.51M