ISRG Intuitive Surgical Inc

Ownership history in James Hambro & Partners LLP  ·  28 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported Intuitive Surgical Inc (ISRG) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.16% in 2024 Q2. The latest visible filing shows ISRG at 4.84% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was James Hambro & Partners LLP'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 4.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.16% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

How James Hambro & Partners LLP held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 239,066 +2,521 +1.1% 4.84% $135.4M 2026-02-14 (Est.) $485.84
2025 Q3 ADDED 236,545 +2,898 +1.2% 3.76% $105.8M 2025-10-15 $435.61
2025 Q2 ADDED 233,647 +9,581 +4.3% 5.02% $127.0M 2025-07-17 $516.16
2025 Q1 REDUCED 224,066 -18,556 -7.6% 4.63% $111.0M 2025-04-17 $482.74
2024 Q4 REDUCED 242,622 -2,187 -0.9% 5.00% $126.7M 2025-01-22 $610.45
2024 Q3 REDUCED 244,809 -4,980 -2.0% 5.02% $120.3M 2024-10-21 $518.86
2024 Q2 ADDED 249,789 +10,344 +4.3% 5.16% $111.1M 2024-07-16 $438.01
2024 Q1 ADDED 239,445 +3,628 +1.5% 4.47% $95.5M 2024-04-26 $375.33
2023 Q4 ADDED 235,817 +17,844 +8.2% 4.24% $79.6M 2024-01-19 $374.82
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About James Hambro & Partners LLP and ISRG

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

How long has James Hambro & Partners LLP reported owning ISRG?

James Hambro & Partners LLP reported ISRG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISRG position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for ISRG was 5.16% in 2024 Q2.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2025 Q4, when James Hambro & Partners LLP reported 239,066 shares, equal to 4.84% of portfolio, with an estimated market value of $135.4M.

What does the chart on this ISRG ownership page compare?

The chart compares James Hambro & Partners LLP'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.

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