Here’s Why Platinum International Technology Fund Increased Its Stake in Intuitive Surgical (ISRG)

3 weeks ago 8

Soumya Eswaran

Wed, December 17, 2025 astatine 7:18 AM CST 3 min read

Platinum Asset Management, an concern absorption company, released its Q3 2025 capitalist missive for “Platinum International Technology Fund”. A transcript of the missive tin beryllium downloaded here. The money was up 6% successful the 3rd quarter, driven by beardown show from AI-oriented holdings. The portfolio holds astir 30% of its involvement successful AI infrastructure stocks and is positioned to payment from important concern successful the AI build-out. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Platinum International Technology Fund highlighted stocks specified arsenic Intuitive Surgical, Inc. (NASDAQ:ISRG). Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures and markets products that assistance physicians and healthcare providers amended the prime of and entree to minimally invasive care. The one-month instrumentality of Intuitive Surgical, Inc. (NASDAQ:ISRG) was -1.78%, and its shares gained 5.34% of their worth implicit the past 52 weeks. On December 16, 2025, Intuitive Surgical, Inc. (NASDAQ:ISRG) banal closed astatine $554.58 per share, with a marketplace capitalization of $198.804 billion.

Platinum International Technology Fund stated the pursuing regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) successful its 3rd 4th 2025 capitalist letter:

"We accrued our presumption successful Intuitive Surgical, Inc. (NASDAQ:ISRG) from 1.5% to 3%. The banal is backmost to April lows owed to a tiny systems placement miss extracurricular of the US and contention from little priced recycled Da Vinci surgical instruments. On the former, we fishy that this is owed to customers holding backmost orders until the motorboat of Da Vinci 5 which has present received regulatory support successful Europe and Japan. We are little disquieted astir contention from recycled instruments arsenic our probe indicates surgeons are the determination makers and similar Intuitive instruments owed to quality, information and reliability. We bash not judge the outgo savings from switching is meaningful versus the risks arsenic it lone works retired to beryllium ~$50 per surgery."

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Intuitive Surgical, Inc. (NASDAQ:ISRG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 99 hedge money portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) astatine the extremity of the 3rd quarter, which was 107 successful the erstwhile quarter. While we admit the imaginable of Intuitive Surgical, Inc. (NASDAQ:ISRG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.