Intuitive Surgical Inc. (ISRG): Israel Englander Is Loading Up on This Stock

Intuitive Surgical, Inc. (NASDAQ:ISRG) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks.

Israel Englander has been a long-term admirer of Intuitive Surgical, Inc. (NASDAQ:ISRG) stock. The firm first made an appearance in the 13F portfolio of the fund in the fourth quarter of 2010. This holding comprised around 200,000 shares. After several buying sprees, this position was increased to nearly 3 million shares by the fourth quarter of 2014. A period of trimming followed and share ownership dropped down to 15,000 shares by the second quarter of 2020. The fund then started buying the stock again. Filings for the fourth quarter of 2025 show that the fund owned 1.5 million shares in the firm, up 470% compared to filings for the previous quarter.

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A major reason hedge funds prefer Intuitive Surgical, Inc. (NASDAQ:ISRG) over other medical device companies is its razor-and-blade business model. As of April 2026, 81% of Intuitive’s revenue is recurring, coming from service contracts and high-margin Instruments & Accessories. Overall procedure volume grew 18% in 2025, reaching 3.1 million procedures. Hedge funds love this metric because every surgery performed generates immediate high-margin revenue through the consumption of single-use surgical tools. Beyond the core multi-port system, hedge funds are betting on the diversification of Intuitive’s platform. Ion procedure volume grew by 44% in late 2025. This allows the company to dominate the early-stage lung cancer diagnostics market.

While we acknowledge the risk and potential of ISRG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ISRG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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