ISRG
Intuitive Surgical Inc
4 super-investors hold ISRG worth a combined $951M. The largest position: Polen Capital Management at 1.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 23 — ranked #593 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own ISRG
Cohort interest in ISRG is thin and fading. Only four of the ~80 tracked super-investors hold the stock, and the one meaningful activity in 2026Q1 was Francois Rochon exiting entirely. The owner count history — oscillating between 0 and 1 for most of the past eight quarters before the current four — reflects episodic rather than sustained conviction. Polen Capital Management carries the largest stake at 1.9% of its portfolio ($280M), making it the only holder with genuine concentration; Joel Greenblatt's $625M position is the largest in dollar terms but represents just 0.4% of his portfolio. Dodge & Cox holds a negligible $230K. No manager added or initiated in the latest quarter, reinforcing that broader cohort enthusiasm here is limited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.4% | 37q | $625M | 1,356,011 |
| 2 | Polen Capital Management | 1.9% | 11q | $280M | 606,826 |
| 3 | Mairs & Power Funds | 0.5% | 2q | $46M | 99,885 |
| 4 | Dodge & Cox Funds | 0.0% | 12q | $230K | 500 |
Owners of ISRG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | EXIT | <0.1% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 46120E602. Not investment advice.