Position in ISRG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$9,033,559
+$266,874 QoQ
Shares Held
19,596
+26.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026Concurrent Investment Advisors, LLC holds $13,456,568 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
19,596 | $9,033,559 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,341 | $2,412,065 | |
| 3 | RMD |
Resmed Inc
|
5,002 | $1,122,848 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,576 | $395,008 | |
| 5 | ATR |
Aptargroup, Inc.
|
1,957 | $246,621 | |
| 6 | ANGO |
Angiodynamics Inc
|
21,677 | $246,467 |
All Filings in ISRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||