Follow-The-Filings

Security · featured owners

ISRG Intuitive Surgical Inc.

Health Care COM NEW Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #196
  • Max 3.3%
  • Master 0.06%
  • $948M
  • 1 new 2 add 4 reduce 2 exits

ISRG (Intuitive Surgical Inc.) is held in 7 featured 13F books as of 2026 Q2. Mala Gaonkar - Surgocap Partners is the largest tracked holder by portfolio weight (3.3%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.3% (Mala Gaonkar - Surgocap Partners) · not free-float ownership

  1. Mala Gaonkar reduce 3.3%
  2. Polen Capital Management reduce 1.5%
  3. Dan Sundheim new 0.66%
  4. Philippe Laffont reduce 0.65%
  5. Mairs & Power add 0.53%
  6. Cathie Wood add 0.18%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Philippe Laffont - Coatue Management 2026 Q2 0.65% Reduce −7.2% 793,704 $316M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.66% New 0.66% 574,200 $228M history
Polen Capital Management 2026 Q2 1.5% Reduce −26.2% 447,944 $178M history
Mala Gaonkar - Surgocap Partners 2026 Q2 3.3% Reduce −22.8% 256,963 $102M history
Mairs & Power 2026 Q2 0.53% Add +46.6% 146,459 $58M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Reduce −3.5% 93,927 $37M history
Cathie Wood - Ark Investment Management 2026 Q2 0.18% Add +2.0% 70,375 $28M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.05% Exit −0.05% 7,748 $4M history
Dodge & Cox exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 500 $230K history

7 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,5.07,7.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 19 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 Filing Doc
4 Period Sep 8, 2026 Filing Doc
4 Period Aug 20, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Jul 30, 2026 Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 10, 2026 Filing Doc
4 Period Jun 11, 2026 Filing Doc
4 Period Jun 10, 2026 · 2 forms Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 21, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period Apr 30, 2026 Filing Doc
4 Period Apr 30, 2026 · 6 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $7.12B $8.35B $10.06B
Gross profit $4.73B $5.63B $6.64B
Gross margin * 66.4% 67.5% 66.0%
Net income $1.8B $2.32B $2.86B
Net margin * 25.2% 27.8% 28.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $7.89B $7.11B $9.78B
Total non-current assets * $7.55B $11.63B $10.68B
Total assets $15.44B $18.74B $20.46B
Total current liabilities $1.66B $1.75B $2.01B
Total non-current liabilities * $385.5M $468.3M $510.8M
Total equity $13.31B $16.43B $17.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.81B $2.42B $3.03B
Cash from investing -$0.36B -$3.27B $0.666B
Cash from financing -$0.288B $0.151B -$2.36B
Net change in cash $1.17B -$0.708B $1.34B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders