Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$408,632,901
-$73,988,589 QoQ
Shares Held
1,027,542
-1.9% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#52
of 2,187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Mar 31, 2026CallValue
$23,049,500
CallShares
50,000
PutValue
$783,683
PutShares
1,700
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, 2026WELLS FARGO & COMPANY/MN holds $1,036,452,242 across 43 Medical Instruments & Supplies names. ISRG ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,027,542 | $408,632,901 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,210,775 | $183,226,578 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,155,630 | $82,870,225 | |
| 4 | ALC |
Alcon Inc
|
736,503 | $49,419,349 | |
| 5 | ALGN |
Align Technology Inc
|
280,145 | $47,249,253 | |
| 6 | RMD |
Resmed Inc
|
230,914 | $45,000,518 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
114,107 | $40,964,413 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
523,502 | $36,299,626 |
All Filings in ISRG
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,632,901 | 1,027,542 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,049,500 | 50,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $482,621,490 | 1,046,924 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $783,683 | 1,700 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $962,812 | 1,700 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $28,318,000 | 50,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $586,601,137 | 1,035,739 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $431,480,346 | 964,784 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $715,568 | 1,600 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $978,138 | 1,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $576,275,434 | 1,060,480 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $544,797 | 1,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $506,799,884 | 1,023,280 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,466,890 | 7,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $529,320,154 | 1,014,101 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $2,609,800 | 5,000 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $545,249,763 | 1,109,878 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $2,456,350 | 5,000 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $2,224,250 | 5,000 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $485,590,694 | 1,091,583 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $16,281,510 | 36,600 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $383,686,321 | 961,403 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $41,984,268 | 105,200 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $1,315,704 | 3,900 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $305,583,722 | 905,809 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,139,931 | 3,900 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $267,577,462 | 915,452 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,333,566 | 3,900 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $332,909,363 | 973,590 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $240,240,410 | 940,386 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $230,805,143 | 869,814 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $172,812,742 | 921,963 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $217,865,885 | 1,085,476 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $754,200 | 2,500 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $351,392,941 | 1,164,787 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $340,963,121 | 948,965 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $420,243,065 | 422,716 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $407,369,293 | 442,966 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $343,839,815 | 465,315 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $383,260,212 | 468,476 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $352,487,356 | 496,783 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $294,688,669 | 517,152 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $246,200,085 | 497,163 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $54,000 | 11,000 | Call | Defined | 2020-05-14 | |
| 2020-03-31 | $491,000 | 11,000 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||