Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Intuitive Surgical, Inc. (ISRG)
← All ISRG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 606,826 1.94 Reduce 27.98% 0.57 $448.40–603.88 · VW $501.79i $279,740,605 SEC
2025   Q4 842,618 2.04 Buy 2.04 $427.84–583.45 · VW $535.87i $477,224,970 SEC
2022   Q4 0 0.00 Sell 100.00% <0.01 $180.07–285.09 · VW $247.84i SEC
2022   Q3 3,897 <0.01 Reduce 99.89% 1.82 $184.94–245.36 · VW $212.58i $730,000 SEC
2022   Q2 3,438,398 1.82 Reduce 3.73% 0.08 $186.83–308.97 · VW $231.48i $690,121,000 SEC
2022   Q1 3,571,683 2.10 Add 4.84% 0.10 $254.20–362.00 · VW $292.35i $1,077,505,000 SEC
2021   Q4 3,406,918 2.06 Add 3.34% 0.07 $313.69–369.69 · VW $345.16i $1,224,106,000 SEC
2021   Q3 3,296,757 2.00 Add 0.81% 0.02 $305.50–362.34 · VW $335.98i $1,092,490,000 SEC
2021   Q2 3,270,138 1.92 Add 5.13% 0.09 $248.63–308.68 · VW $283.59i $1,002,450,000 SEC
2021   Q1 3,110,511 1.73 Add 2.70% 0.05 $227.47–275.28 · VW $250.71i $766,160,000 SEC
2020   Q4 3,028,746 1.92 Add 2.52% 0.05 $217.67–275.60 · VW $245.65i $825,939,000 SEC
2020   Q3 2,954,307 1.87 Buy 1.87 $188.74–259.61 · VW $229.16i $698,733,000 SEC
2013   Q3 0 0.00 Sell 100.00% 3.97 $39.67–56.58 · VW $44.65i SEC
2013   Q2 2,802,060 3.97 Buy 3.97 $51.68–57.34 · VW $54.92i $157,719,000 SEC
Price snapshot:
Current price$407.12
Avg. buy price$566.36
+/- since buy-28.12%
52-week low$396.68
52-week high$603.88