Riverstone Advisors, LLC ISRG INTUITIVE SURGICAL INC

Ownership history in Riverstone Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Riverstone Advisors, LLC reported INTUITIVE SURGICAL INC (ISRG) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2023 Q4. The latest visible filing shows ISRG at 0.20% 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 Riverstone Advisors, LLC'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
2026 Q1

ISRG was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2023 Q4

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 2026 Q1

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 Riverstone Advisors, LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 881 +82 +10.3% 0.20% $406K 2026-04-21 $451.29
2025 Q4 ADDED 799 +69 +9.5% 0.21% $453K 2026-02-02 $496.73
2025 Q3 UNCHANGED 730 0% 0.16% $326K 2025-11-07 $560.00
2025 Q2 UNCHANGED 730 0% 0.21% $397K 2025-08-12 $478.19
2025 Q1 UNCHANGED 730 0% 0.22% $362K 2025-04-25 $514.59
2024 Q4 UNCHANGED 730 0% 0.22% $381K 2025-01-24 $584.05
2024 Q3 ADDED 730 +160 +28.1% 0.21% $359K 2024-11-04 $507.42
2024 Q2 UNCHANGED 570 0% 0.16% $254K 2024-07-22 $461.12
2024 Q1 REDUCED 60.3% +9.3% 570 -867 -60.3% 0.14% $227K 2024-05-10 $386.70
2023 Q4 UNCHANGED 1,437 0% 0.31% $485K 2024-01-30 $377.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Riverstone Advisors, LLC and ISRG

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

How long has Riverstone Advisors, LLC reported owning ISRG?

Riverstone Advisors, LLC reported ISRG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRG position in Riverstone Advisors, LLC's portfolio?

The largest reported portfolio weight for ISRG was 0.31% in 2023 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when Riverstone Advisors, LLC reported 881 shares, equal to 0.20% of portfolio, with an estimated market value of $406K.

What does the chart on this ISRG ownership page compare?

The chart compares Riverstone Advisors, LLC'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 Riverstone Advisors, LLC time their ISRG position?

Based on 13F filing dates vs. subsequent ISRG price moves, Riverstone Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ISRG relative to SPY over the holding period was -5.7%.

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