Position in ISRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,441,987
+$571,638 QoQ
Shares Held
3,626
+92.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,030
of 2,223 holders
Holding Since
Mar 2023
10 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 Mar 31, 2026CallValue
$4,609,900
CallShares
10,000
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, 2026Jefferies Financial Group Inc. holds $46,118,878 across 9 Medical Instruments & Supplies names. ISRG ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
103,833 | $20,234,975 | |
| 2 | EMBC |
Embecta Corp.
|
2,355,117 | $7,677,681 | |
| 3 | ALGN |
Align Technology Inc
|
45,346 | $7,648,056 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
9,764 | $3,505,276 | |
| 5 | LMAT |
Lemaitre Vascular Inc
|
25,537 | $2,450,530 | |
| 6 | BDX |
Becton Dickinson & Co
|
12,450 | $1,884,058 | |
| 7 | ISRG |
Intuitive Surgical Inc
This page
|
3,626 | $1,441,987 | |
| 8 | MDLN |
Medline Inc.
|
23,239 | $916,546 |
All Filings in ISRG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,441,987 | 3,626 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,609,900 | 10,000 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $870,349 | 1,888 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,786,299 | 3,154 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $693,206 | 1,550 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $572,754 | 1,054 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,468,425 | 4,984 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,580,570 | 4,944 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $2,637,628 | 5,369 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $2,159,104 | 6,400 | Put | Defined | 2024-05-06 | |
| 2023-12-31 | $31,374 | 93 | Shares | Defined | 2024-05-06 | |
| 2023-03-31 | $403,131 | 1,578 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||