Polen Capital Management — ISRG Trade History

Quarter-by-quarter changes in the INTUITIVE SURGICAL INC position · CUSIP 46120E602
Currently held · 3 QFirst seen: 2020 Q3split-adjusted
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-04Reduce447,944-158,882-26.2%$178.1M1.53%
2026 Q12026-05-14Reduce606,826-235,792-28.0%$279.7M1.94%
2025 Q42026-02-12New842,618842,618$477.2M2.04%
2025 Q32025-11-12
2025 Q22025-08-13
2025 Q12025-05-12
2024 Q32025-02-10
2024 Q42025-02-10
2024 Q22024-08-12
2023 Q42024-05-10
2024 Q12024-05-10
2023 Q32023-11-13
2023 Q22023-08-11
2023 Q12023-05-11
2022 Q42023-02-13Sold out-3,897-100.0%
2022 Q32022-11-04Reduce3,897-3,434,501-99.9%$730.0K0.00%
2022 Q22022-08-10Reduce3,438,398-133,285-3.7%$690.1M1.82%
2022 Q12022-05-12Add3,571,683164,765+4.8%$1.08B2.10%
2021 Q42022-02-11Add3,406,918110,161+3.3%$1.22B2.06%
2021 Q32021-11-10Add3,296,75726,619+0.8%$1.09B2.00%
2021 Q22021-08-12Add3,270,138159,627+5.1%$1.00B1.92%
2021 Q12021-05-12Add3,110,51181,765+2.7%$766.2M1.72%
2020 Q42021-02-11Add3,028,74674,439+2.5%$825.9M1.92%
2020 Q32020-11-12New2,954,3072,954,307$698.7M1.87%
2020 Q22020-08-13
2020 Q12020-05-11
2019 Q42020-02-06
2019 Q32019-11-12
2019 Q22019-08-12
2019 Q12019-05-13
2018 Q42019-02-12
2018 Q32018-11-13
2018 Q22018-08-09
2018 Q12018-05-11
2017 Q42018-02-09
2017 Q32017-11-13
2017 Q22017-08-10
2017 Q12017-05-11
2016 Q42017-02-13
2016 Q32016-11-14

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.