Position in ISRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,196,116
+$1,162,557 QoQ
Shares Held
25,639
+30.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#511
of 2,223 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Dec 31, 2025CallValue
$113,272
CallShares
200
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, 2026Concurrent Investment Advisors, LLC holds $15,366,299 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
25,639 | $10,196,116 | |
| 2 | BDX |
Becton Dickinson & Co
|
16,030 | $2,425,818 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,736 | $623,224 | |
| 4 | RMD |
Resmed Inc
|
3,072 | $598,670 | |
| 5 | COO |
Cooper Companies, Inc.
|
6,395 | $458,585 | |
| 6 | ATR |
Aptargroup, Inc.
|
2,816 | $352,562 | |
| 7 | ANGO |
Angiodynamics Inc
|
19,024 | $247,502 | |
| 8 | SOLV |
Solventum Corp
|
3,170 | $244,565 |
All Filings in ISRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,196,116 | 25,639 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,033,559 | 19,596 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $113,272 | 200 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $8,766,685 | 15,479 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $44,723 | 100 | Put | Sole | 2025-10-27 | |
| 2025-09-30 | $5,139,119 | 11,491 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $44,723 | 100 | Call | Sole | 2025-10-27 | |
| 2025-06-30 | $9,665,633 | 17,787 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,512,800 | 13,150 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,339,204 | 12,145 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,850,308 | 9,873 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,210,014 | 4,968 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,117,052 | 2,799 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $728,697 | 2,160 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||