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Robertson Opportunity Capital, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$278M
+9.1%
Holdings
27
-1
New Purchases
0
Added To
5
Closed
0
Reduced
2
Top 10 Concentration
65.1%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CLBT 2.42% 0.05% +2.36% $7M
GOOG 8.92% 7.09% +1.83% $25M
SGI 13.32% 11.73% +1.60% $37M
ETHE 3.10% 2.06% +1.04% $9M
CEVA 2.13% 1.53% +0.61% $6M
DINO 3.94% 3.37% +0.57% $11M
CF 1.29% 0.75% +0.54% $4M
ETHA 1.19% 0.79% +0.40% $3M
RNG 3.48% 3.20% +0.28% $10M
CCJ 3.62% 3.50% +0.12% $10M
CBRE 2.59% 2.51% +0.08% $7M
FOX 1.21% 1.19% +0.02% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IRDM 1.80% 3.35% -1.55% $5M
FI 2.99% 4.36% -1.37% $8M
CPRT 5.43% 6.47% -1.03% $15M
WMB 9.86% 10.70% -0.84% $27M
PYPL 3.30% 3.99% -0.69% $9M
OKE 3.09% 3.77% -0.68% $9M
SNPS 4.73% 5.36% -0.63% $13M
ACGL 6.59% 7.21% -0.62% $18M
ALIT 0.65% 1.23% -0.58% $2M
ANTM 1.78% 2.33% -0.56% $5M
META 5.19% 5.69% -0.50% $14M
NDAQ 2.00% 2.21% -0.21% $6M
RTO 2.96% 3.06% -0.11% $8M
NTR 0.65% 0.71% -0.05% $2M
QRVO 1.79% 1.82% -0.03% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $39M 14.1%
Large Cap 17 $193M 69.3%
Mid Cap 6 $38M 13.8%
Small Cap 2 $8M 2.8%

Portfolio Analytics

Avg Market Cap
$257.0B
Median Market Cap
$32.6B
Avg P/E
29.3
Median P/E
27.0
Avg Dividend Yield
0.02%
Avg Beta
1.17
# Stocks
25
# ETFs / Funds
2

Top Holdings (27 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SGI 13.32% 439,826 $37M $84.33 $7M
2 WMB 9.86% 433,282 $27M $63.35 $133K -1,600 -0.4%
3 GOOG 8.92% 102,000 $25M $243.55 $7M
4 ACGL 6.59% 202,106 $18M $90.73 -$65K
5 CPRT 5.43% 336,388 $15M $44.97 -$1M
6 META 5.19% 19,664 $14M $734.38 -$73K
7 SNPS 4.73% 26,700 $13M $493.39 -$515K
8 DINO 3.94% 209,598 $11M $52.34 $2M
9 CCJ 3.62% 120,100 $10M $83.86 $1M -100 -0.1%
10 RNG 3.48% 342,000 $10M $28.34 $2M +54,000 +18.8%
11 PYPL 3.30% 136,915 $9M $67.06 -$994K
12 ETHE 3.10% 251,643 $9M $34.27 $3M
13 OKE 3.09% 117,998 $9M $72.97 -$1M
14 FI 2.99% 64,600 $8M $128.93 -$3M
15 RTO 2.96% 325,893 $8M $25.25 $407K
16 CBRE 2.59% 45,700 $7M $157.56 $797K
17 CLBT 2.42% 362,903 $7M $18.53 $7M +354,503 +4220.3%
18 CEVA 2.13% 225,000 $6M $26.41 $2M +47,600 +26.8%
19 NDAQ 2.00% 63,039 $6M $88.45 -$61K
20 IRDM 1.80% 287,346 $5M $17.46 -$4M +4,000 +1.4%
21 QRVO 1.79% 54,574 $5M $91.08 $337K
22 ANTM 1.78% 15,300 $5M $323.12 -$1M
23 CF 1.29% 40,000 $4M $89.70 $2M +19,250 +92.8%
24 FOX 1.21% 58,665 $3M $57.29 $332K
25 ETHA 1.19% 105,300 $3M $31.51 $1M
26 NTR 0.65% 31,000 $2M $58.71 $15K
27 ALIT 0.65% 555,000 $2M $3.26 -$1M
View SEC EDGAR Filings for Robertson Opportunity Capital, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms