Intuitive Surgical, Inc. (ISRG) — Hedge Fund Ownership Q1 2026
ISRG
- Intuitive Surgical, Inc. (ISRG) is held by 3 of 84 tracked hedge funds, with Polen Capital Management (2%) and Mairs & Power (0.5%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in ISRG holdings came from Mairs & Power (+60%), highlighting conviction.
- The biggest decreases in ISRG holdings came from Polen Capital Management (-28%), suggesting profit-taking or de-risking.
- 1 hedge fund exited ISRG.
- Overall, hedge funds decreased exposure to Intuitive Surgical, Inc. (ISRG) by -22% vs the prior quarter and -45% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
1.94% | 607K | -27.98% | — | $279.7M | $460.99 | — |
| 2 |
Mairs & Power
|
0.47% | 100K | +60.39% | — | $46.0M | $460.99 | — |
| 3 |
Dodge & Cox
|
0.00% | 500 | — | — | $230,495 | $460.99 | — |
| — |
Giverny Capital Francois Rochon
|
— | — | EXITED | — | — | — | — |
| 3 | Total | — | 707K | -21.92% | -44.75% | $326.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.