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NASDAQ · Health Care

INTUITIVE SURGICAL INC ISRG

Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. It offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung.

Sources StockAnalysis company profile stockanalysis.com
Medtech

Company profile

Business mix

  • It offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach.
  • The company also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems.
  • It sells its products through direct sales organizations, such as capital and clinical sales teams. Intuitive Surgical, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 51.29 FCF 1.9% Buyback 0.42%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 1.2% $1.2B 2026-03-31
Edgewood Management 4.6% $717.3M 2026-03-31
Sands Capital Management Frank Sands 2.4% $609.1M 2026-03-31
Coatue Management Philippe Laffont 1.4% $394.3M 2026-03-31
Polen Capital Management 1.9% $279.7M 2026-03-31
Baron Capital Ron Baron 0.1% $44.9M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $610.3M Estimated from net added shares
Reduction amount $637.3M Estimated from net reduced shares
Net share change / base shares -0.9% -63,914 / 7,098,409
Coatue Management Philippe Laffont 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.7% 13F value change -$83.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.6% 13F value change +$139.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.9% 13F value change -$62.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 737,579 Last 3 periods +117,646 (+16.0%) Total shares 855,225 Value $394.3M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.1% 13F value change -$10.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.3% 13F value change +$10.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.0% 13F value change -$10.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 100,773 Last 3 periods -3,476 (-3.4%) Total shares 97,297 Value $44.9M
Polen Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
New Shares - 13F value change +$477.2M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -28.0% 13F value change -$197.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +606,826 (New) Total shares 606,826 Value $279.7M
Edgewood Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 5.3% 13F value change -$172.8M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -28.0% 13F value change -$98.8M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -14.1% 13F value change -$308.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,387,822 Last 3 periods -831,809 (-34.8%) Total shares 1,556,013 Value $717.3M
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Major reduction Shares -16.4% 13F value change -$528.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.0% 13F value change +$281.0M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 0.6% 13F value change -$261.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,114,665 Last 3 periods -547,100 (-17.6%) Total shares 2,567,565 Value $1.2B
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 77.0% 13F value change +$188.1M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 2.7% 13F value change +$180.1M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -4.0% 13F value change -$170.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 757,570 Last 3 periods +563,704 (+74.4%) Total shares 1,321,274 Value $609.1M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$17.6M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -14.8% 13F value change -$1.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +30,295 (New) Total shares 30,295 Value $16.5M

Recent mentions

No public mentions.