ISRG β€” INTUITIVE SURGICAL INC

Ownership history in Hikari Power Ltd  Β·  48 quarters on record

This page tracks every 13F SEC filing in which Hikari Power Ltd reported a position in INTUITIVE SURGICAL INC (ISRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.23% (2024 Q4)
πŸ“Š Avg. % of fund
1.44%
πŸ“… First filed
2014 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
48

Position Intelligence

Hikari Power Ltd Γ— ISRG AI Analytics

πŸ“ˆ Hikari Power Ltd outperformed the S&P 500 by +13.6% annually on this ISRG position. Timing score: 54% (7/13 decisions correct). Average cost basis: $197.56. Maximum drawdown during holding period: –47.8%.

πŸ“ˆ Position Alpha vs SPY
+13.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 13.6% per year on this position.
11 quarters analyzed

⏱️ Timing Score
54%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct

πŸ’° Entry Quality
$197.56
+186.7% vs current ($566.36)

Best entry: $45.76 (2014 Q2)  Β·  Worst: $359.30 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–47.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
38%
buy-side decisions

5 adds Β· 8 trims. Bought during 1 of 16 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.92% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ISRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 43,070 β€” 0% 1.92% $24.4M $566.36
2025 Q3 UNCHANGED 43,070 β€” 0% 1.55% $19.3M $447.23
2025 Q2 REDUCED 43,070 -6,340 -12.8% 1.95% $23.4M $543.41
2025 Q1 UNCHANGED 49,410 β€” 0% 1.94% $24.5M $495.27
2024 Q4 UNCHANGED 49,410 β€” 0% 2.23% $25.8M $521.96
2024 Q3 UNCHANGED 49,410 β€” 0% 2.02% $24.3M $491.27
2024 Q2 UNCHANGED 49,410 β€” 0% 1.98% $22.0M $444.85
2024 Q1 UNCHANGED 49,410 β€” 0% 1.69% $19.7M $399.09
2023 Q4 UNCHANGED 49,410 β€” 0% 1.59% $16.7M $337.36
2023 Q3 UNCHANGED 49,410 β€” 0% 1.41% $14.4M $292.29
38 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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