Jeremy Grantham (GMO) trim Intuitive Surgical, Inc. - Common Stock
Jeremy Grantham (GMO) trim $567.4M of disclosed value in Intuitive Surgical, Inc. - Common Stock.
Signal
Investor Move
Action
Trim
Capital
$567.4M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
737
New
84
Reduced/Sold
331
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| WFC | Wells Fargo & Company | Reduced | $6M | 0.01% |
| MA.BA | Mastercard Incorporated | Increased | $475.1M | 0.01% |
| NFLX | Netflix, Inc. | Increased | $389.3M | 0.01% |
| SNPS | Synopsys, Inc. | New | $360.9M | 0.01% |
| ANTM | Elevance Health Inc. | Reduced | $564.3M | 0.01% |
| JNJ | Johnson & Johnson | Increased | $1.8B | 0.01% |
| MSFT | Microsoft Corporation | Reduced | $2.3B | 0.01% |
| CRM | Salesforce, Inc. | Reduced | $826.1M | 0.01% |
| ACN | Accenture plc | Reduced | $773.8M | 0.01% |
| PR | Permian Resources Corporation | Reduced | $3.7M | 0% |
| AMZN | Amazon.com, Inc. | Reduced | $1.3B | 0% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $1.2B | 0% |
| META | Meta Platforms, Inc. | Reduced | $1.8B | 0% |
| CI | Cigna Corporation | Increased | $693.1M | 0% |
| 2824100 | ABBOTT LABORATORIES | Reduced | $914.9M | 0% |
| TXN | Texas Instruments Incorporated | Increased | $982.6M | 0% |
| LRCX | Lam Research Corporation | Reduced | $1.5B | 0% |
| MRK | Merck & Co., Inc. | Increased | $843.7M | 0% |
| LLY | Eli Lilly and Company | Reduced | $689.7M | 0% |
| ISRG | Intuitive Surgical, Inc. | Reduced | $567.4M | 0% |