Lido Advisors, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1650150 Los Angeles, CA

Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$22,592,597

-$4,934,497 QoQ

Shares Held

56,811

-4.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#349

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Derivatives in ISRG

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$477,216

PutShares

1,200

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, 2026

Lido Advisors, LLC holds $30,705,186 across 11 Medical Instruments & Supplies names. ISRG ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	56,811	$22,592,597
2	BDX	Becton Dickinson & Co	17,874	$2,704,870
3	WST	West Pharmaceutical Services Inc	4,827	$1,732,893
4	ATR	Aptargroup, Inc.	5,342	$668,817
5	SOLV	Solventum Corp	8,462	$652,842
6	COO	Cooper Companies, Inc.	7,723	$553,816
7	ICUI	Icu Medical Inc/De	3,213	$471,025
8	RMD	Resmed Inc	2,112	$411,586

All Filings in ISRG

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,592,597	56,811	-4.9%	Shares	Defined	2026-08-07
2026-06-30	$477,216	1,200	+33.3%	Put	Sole	2026-08-07
2026-03-31	$414,891	900	-30.8%	Put	Sole	2026-05-13
2026-03-31	$27,527,094	59,713	-8.1%	Shares	Defined	2026-05-13
2025-12-31	$36,794,709	64,967	-0.4%	Shares	Defined	2026-02-10
2025-12-31	$736,268	1,300	0.0%	Put	Sole	2026-02-10
2025-09-30	$581,399	1,300	0.0%	Put	Sole	2025-11-14
2025-09-30	$29,157,606	65,196	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$706,433	1,300	+225.0%	Put	Sole	2025-08-13
2025-06-30	$34,111,474	62,773	+9.5%	Shares	Defined	2025-08-13
2025-03-31	$28,383,427	57,309	+7.8%	Shares	Defined	2025-05-15
2025-03-31	$198,108	400	0.0%	Put	Sole	2025-05-15
2024-12-31	$208,784	400	-89.2%	Put	Sole	2025-02-14
2024-12-31	$27,739,562	53,145	-22.7%	Shares	Defined	2025-02-14
2024-09-30	$33,796,918	68,795	+35.1%	Shares	Defined	2024-11-14
2024-09-30	$1,817,699	3,700	+12.1%	Put	Sole	2024-11-14
2024-06-30	$1,468,005	3,300	0.0%	Put	Sole	2024-08-15
2024-06-30	$22,653,094	50,923	+6.7%	Shares	Defined	2024-08-15
2024-03-31	$19,053,352	47,742	+3.7%	Shares	Defined	2024-05-15
2024-03-31	$1,316,997	3,300	-15.4%	Put	Sole	2024-05-15
2023-12-31	$15,524,968	46,019	+35.1%	Shares	Defined	2024-02-14
2023-12-31	$1,315,704	3,900	+550.0%	Put	Sole	2024-02-14
2023-09-30	$175,374	600	0.0%	Put	Sole	2023-11-14
2023-09-30	$9,958,904	34,072	-22.8%	Shares	Sole	2023-11-14
2023-06-30	$15,098,701	44,156	-0.4%	Shares	Sole	2023-08-09
2023-06-30	$205,164	600	0.0%	Put	Sole	2023-08-09
2023-03-31	$153,282	600	0.0%	Put	Sole	2023-05-15
2023-03-31	$11,324,472	44,328	-39.2%	Shares	Defined	2023-05-15
2022-12-31	$19,342,953	72,896	+117.1%	Shares	Sole	2023-02-14
2022-12-31	$159,210	600	—	Put	Sole	2023-02-14
2022-09-30	$6,294,234	33,580	+1188.6%	Shares	Defined	2022-11-14
2022-06-30	$523,050	2,606	+5.0%	Shares	Sole	2022-08-15
2022-03-31	$749,071	2,483	-15.4%	Shares	Sole	2022-05-17
2021-12-31	$1,054,545	2,935	+245.7%	Shares	Sole	2022-02-15
2021-09-30	$844,033	849	0.0%	Shares	Sole	2022-02-15
2021-06-30	$780,774	849	-3.4%	Shares	Sole	2021-08-12
2021-03-31	$649,528	879	+38.6%	Shares	Sole	2021-05-13
2020-12-31	$518,675	634	-0.5%	Shares	Sole	2021-02-08
2020-09-30	$451,976	637	+4.3%	Shares	Sole	2020-11-12
2020-06-30	$348,166	611	-16.6%	Shares	Sole	2020-08-12
2020-03-31	$362,988	733	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.