Position in ISRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,536,799
-$93,148 QoQ
Shares Held
6,379
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#833
of 2,223 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Mar 31, 2026CallValue
$230,495
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $10,734,687 across 15 Medical Instruments & Supplies names. ISRG ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
6,379 | $2,536,799 | |
| 2 | ATR |
Aptargroup, Inc.
|
9,238 | $1,156,597 | |
| 3 | MMSI |
Merit Medical Systems Inc
|
16,353 | $1,133,917 | |
| 4 | BDX |
Becton Dickinson & Co
|
5,837 | $883,312 | |
| 5 | RMD |
Resmed Inc
|
4,477 | $872,476 | |
| 6 | ALC |
Alcon Inc
|
10,486 | $703,610 | |
| 7 | SOLV |
Solventum Corp
|
6,539 | $504,483 | |
| 8 | AVTR |
Avantor, Inc.
|
48,885 | $483,961 |
All Filings in ISRG
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,799 | 6,379 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,629,947 | 5,705 | Shares | Other | 2026-05-14 | |
| 2026-03-31 | $230,495 | 500 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $3,169,350 | 5,596 | Shares | Other | 2026-01-27 | |
| 2025-12-31 | $283,180 | 500 | Call | Sole | 2026-01-27 | |
| 2025-09-30 | $2,163,698 | 4,838 | Shares | Other | 2025-10-28 | |
| 2025-09-30 | $223,615 | 500 | Call | Sole | 2025-10-28 | |
| 2025-06-30 | $2,737,698 | 5,038 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,123,717 | 4,288 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,227,725 | 4,268 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,041,718 | 4,156 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,782,513 | 4,007 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,573,611 | 3,943 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $993,187 | 2,944 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $850,271 | 2,909 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,031,632 | 3,017 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $741,118 | 2,901 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $794,457 | 2,994 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $411,618 | 2,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $440,357 | 2,194 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $687,528 | 2,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $801,598 | 2,231 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $713,799 | 718 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $636,390 | 692 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $444,102 | 601 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $494,950 | 605 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $416,499 | 587 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $322,523 | 566 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||