Letters by company
Intuitive Surgical INC
10 letters discussing ISRG. Everything written about it on this site is on its ticker page.
- Heptagon Capital Future Trends Equity Fund Q3 2026 Commentary Future Trends added Align Technology, exited Novo Nordisk and Xylem, and increased Nextpower, Axon Enterprise and Siemens Energy after weakness. The fund argues that earnings momentum, guidance upgrades and lower valuation multiples support its concentrated growth holdings, while the Novo sale reinforces earlier action when company evidence deteriorates. Q3 2026 ALGN $12BASML $591BGALDY $55B
- Andrew Hill Investment Advisors 2024.Q2 Client Letter Andrew Hill Investment Advisors increased Apple exposure ahead of its AI product rollout and added Duke Energy, Highwoods Properties and American Superconductor. The firm argues that AI demand supports Nvidia, Microsoft, Arista Networks and Constellation Energy, while it seeks to expand healthcare exposure through Eli Lilly, Vertex Pharmaceuticals, Intuitive Surgical and Johnson & Johnson. second quarter of 2024 AAPL $5.2TANET $248BCEG $94B
- Generation Investment Management Global Equity Quarterly Investor Letter Global Equity strategy argues that AI’s durable value will accrue to hyperscalers and software firms that embed intelligence in customer workflows, rather than suppliers of commoditising compute. The portfolio initiated Synopsys and Intuitive Surgical, while exiting Cooper Companies, Equifax and Charles Schwab after reassessing business quality, competitive threats and management. third quarter 2026 AMZN $2.9TASML $591BCOO $12B
- Nightview Capital Q2 2026 Investor Letter Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $54BCRM $179BLVS $26B
- Shelton Capital Management Shelton Equity Income Fund Quarterly Commentary Shelton Equity Income Fund benefited from security selection in Micron Technology, Advanced Micro Devices, Lam Research, Apple and NVIDIA, while Salesforce, Accenture, Intuit, Comcast and Intuitive Surgical detracted. The strategy expects geopolitical and oil-related volatility to persist, while covered calls trade some upside participation for option income and lower volatility. 2Q 2026 —
- Nightview Capital Q1 2026 Investor Letter Nightview Fund exited casino, hospitality, China and several legacy technology positions, then rotated into enterprise software and selected infrastructure businesses. The fund argues that AI strengthens deeply embedded platforms such as Axon, ServiceNow, Shopify and Autodesk, while retaining Tesla and NVIDIA as core AI and robotics holdings. Q1 2026 ADSK $54BAXON $26BNOW $107B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport Funds cautions that AI enthusiasm, easing monetary policy and fiscal stimulus have pushed parts of the equity and credit markets toward speculative valuations. The funds trimmed technology winners, exited Electronic Arts after its take-private agreement, and added discounted opportunities including Accenture, Agilent, Elevance Health and Americold Realty Trust. Third Quarter Update 2025 A $50BACN $150BCOLD $4.6B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter Andrew Hill Investment Advisors kept portfolios overweight utilities and industrials on rising electricity demand from AI, with Constellation Energy remaining the largest holding. The firm eliminated EQT, increased Chipotle after its selloff, added Axon and United Therapeutics, and continued building high-quality bond ladders while trimming some equities. 2024.Q3 CEG $94BLLY $1.3TMSFT $3.9T
- Andrew Hill Investment Advisors The Client Letter AHIA kept cash balances high, shortened fixed-income exposure and underweighted equities while beginning to add stocks and bonds, with Alphabet the largest addition. The firm favors technology, healthcare, renewable energy and banking holdings, and reduced Tesla to establish Enphase amid concerns over the Twitter distraction. second quarter of 2022 —
- Andrew Hill Investment Advisors The Client Letter Andrew Hill Investment Advisors maintained a defensive tilt through natural gas, healthcare, gold and short-duration fixed income while adding Tesla, Deere, Microsoft, Nvidia and Henry Schein. The firm reduced JPMorgan, Goldman Sachs and Nvidia, avoided most real estate and oil exposure, and argued that inflation, war-related supply shocks and tighter Federal Reserve policy would keep markets volatile. 1st Quarter 2022 AAPL $5.2TDE $187BMSFT $3.9T
