What smart money is saying about Intuitive Surgical, Inc.
4 funds in our archive have pitched Intuitive Surgical, Inc. — most recently Edgewood Large Cap Growth Composite in June 2026.
Intuitive Surgical, Inc. is a leading medical technology firm dedicated to advancing patient care by developing, producing, and commercializing sophisticated tools. These innovations empower medical professionals to deliver superior, accessible, and less-invasive treatment options to patients both within the United States and across international markets. Its flagship offering, the da Vinci Surgical System, facilitates intricate operations through a minimally disruptive approach. Expanding beyond surgical applications, the company also provides the Ion endoluminal system, designed for diagnostic interventions like minimally invasive lung biopsies. Complementing its primary systems, Intuitive Surgical supplies a comprehensive array of instruments, including stapling tools, energy devices, and essential core components. Furthermore, it offers structured training programs to ensure proficient use of its technology, alongside extensive customer support services encompassing installation, repairs, and ongoing maintenance. The firm also integrates digital capabilities to deliver unified, connected solutions that optimize hospital performance through actionable insights. Established in 1995, Intuitive Surgical maintains its corporate headquarters in Sunnyvale, California.
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Position history
Between Q2 2025 and Q2 2026, 3 fund letters reported a position in Intuitive Surgical, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 1 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions
- HoldsEdgewood Large Cap Growth CompositeJune 2026
“These new positions complement existing holdings such as Synopsys, Amphenol, NVIDIA, Intuitive Surgical, and Axon, which already give us exposure to this theme.”
Read the letterIntuitive Surgical, Inc. - HoldsBaron Health Care FundJune 2026
“Intuitive Surgical, Inc. sells robotic-assisted surgical systems.”
Read the letterIntuitive Surgical, Inc. - HoldsLarge-Cap GrowthMarch 2026
“We remain confident in the company’s long-term growth trajectory, supported by durable procedure growth, continued adoption of its robotic platform, and its leadership position within minimally invasive surgery.”
Read the letterIntuitive Surgical, Inc.
Also mentioned · 2
These funds discuss Intuitive Surgical, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearBridge Investments Large Cap Growth StrategyJune 2026
“The largest relative detractors included Netflix and Intuitive Surgical as well as not holding Advanced Micro Devices, Lam Research and KLA.”
Read the letterIntuitive Surgical, Inc. - MentionedBrown Advisory Large‑Cap Sustainable GrowthMarch 2026
“In Health Care, both Intuitive Surgical (ISRG) and Danaher Corp (DHR) were negative relative contributors despite improving and solid fundamental performance.”
Read the letterIntuitive Surgical, Inc.
Fund coverage · 4 theses
- Edgewood Large Cap Growth CompositeJune 2026
Intuitive Surgical, Inc. is an existing holding that fits the Physical AI theme.
Read the full thesis - Polen Focus GrowthDecember 2025
Intuitive Surgical is the dominant soft tissue robotic surgery platform with high barriers to entry, accelerating procedure growth, and a reasonable valuation.
Read the full thesis - Sands Capital Global LeadersSeptember 2025
Intuitive Surgical is the leading provider of robotic surgical systems, poised for strong growth as it expands its monopoly from niche to broader surgical procedures.
Read the full thesis - Baron Health Care FundJune 2025
Intuitive Surgical, Inc. is a competitively advantaged company with strong financials and growth potential driven by its da Vinci Surgical System and the expanding adoption of robotic surgery.
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