DNCA FINANCE ISRG — INTUITIVE SURGICAL INC

Ownership history in DNCA FINANCE  ·  7 quarters on record

AI Ownership Summary

DNCA FINANCE reported INTUITIVE SURGICAL INC (ISRG) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.87% in 2025 Q2. The latest visible filing shows ISRG at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DNCA FINANCE's position in INTUITIVE SURGICAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ISRG was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISRG stock page DNCA FINANCE fund profile DNCA FINANCE full holdings
How DNCA FINANCE held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 23,950 — 0% 0.79% $13.6M 2026-02-14 (Est.) $485.84
2025 Q3 ADDED — — — 23,950 +2,900 +13.8% 0.73% $10.7M 2025-11-14 $549.51
2025 Q2 ADDED — — — 21,050 +11,100 +111.6% 0.87% $11.4M 2025-08-13 $482.35
2025 Q1 ADDED — — — 9,950 +300 +3.1% 0.41% $4.9M 2025-05-14 $565.94
2024 Q4 REDUCED 12.3% -5.1% ✅ 9,650 -1,350 -12.3% 0.39% $5.0M 2025-02-13 $591.39
2024 Q3 UNCHANGED — — — 11,000 — 0% 0.46% $5.4M 2024-11-13 $536.69
2024 Q2 INITIATED — — — 11,000 — — 0.42% $4.9M 2024-07-15 $437.25

🏢 Other funds also holding ISRG

As of 2026 Q1 — sorted by position size

OXFORD FINANCIAL GROUP, LTD. LLC 3Y 7Y 9.03% BENDER ROBERT & ASSOCIATES 3Y 7Y 7.59% Martin Capital Advisors, LLP 3Y 5.83% Westwind Capital 3Y 7Y 5.83% Seilern Investment Management Ltd 5.41% Robocap Asset Management Ltd 5.32% KIECKHEFER GROUP LLC 5.2% Rockport Wealth LLC 4.6% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 4.53% BSN Capital Partners Ltd 3Y 4.33%

FAQ About DNCA FINANCE and ISRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has DNCA FINANCE reported owning ISRG?

DNCA FINANCE reported ISRG across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported ISRG position in DNCA FINANCE's portfolio?

The largest reported portfolio weight for ISRG was 0.87% in 2025 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when DNCA FINANCE reported 23,950 shares, equal to 0.79% of portfolio, with an estimated market value of $13.6M.

What does the chart on this ISRG ownership page compare?

The chart compares DNCA FINANCE's quarterly ISRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DNCA FINANCE time their ISRG position?

Based on 13F filing dates vs. subsequent ISRG price moves, DNCA FINANCE correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on ISRG relative to SPY over the holding period was -6.6%.

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