Intuitive Surgical Inc.

ISRG

Held by 6 specialist biotech funds

High Convergence

Share on X

Fund Holdings

6 fund convergence

OrbiMed Advisors Rock Springs Capital Perceptive Advisors

Position Trend

Feb 13, 2026

$33.7M

1 fund

Feb 17, 2026

$303.0M

5 funds

+800% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 263,400Value: $149.2M

# Signal Note: OrbiMed Initiates $149M Position in ISRG OrbiMed's new $149M stake in Intuitive Surgical signals conviction in the da Vinci platform's sustained margin expansion and market share gains in minimally invasive surgery, particularly as procedure volumes recover post-pandemic and adoption penetrates emerging markets. The timing suggests confidence in near-term procedure growth and potential upside from higher-margin software/services revenue, though the signal lacks visibility into specific near-term catalysts or competitive threats from lower-cost robotic alternatives.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

CELC5 funds NBIX4 funds IRON4 funds OMDA4 funds EW4 funds COGT4 funds XENE4 funds KYMR

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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Rock Springs' $46.4M initiation of 82,000 ISRG shares signals conviction in surgical robotics demand despite recent valuation compression and competitive pressures from Stryker/J&J. The position timing suggests confidence in da Vinci's installed base expansion and procedure volume recovery post-inflation, though near-term margin expansion remains dependent on operating leverage as the installed base matures.