Core Insights - Platinum International Technology Fund reported a 6% increase in Q3 2025, primarily driven by strong performance in AI-oriented holdings [1] - The fund has approximately 30% of its portfolio allocated to AI infrastructure stocks, positioning it to benefit from significant investments in AI development [1] Company Analysis: Intuitive Surgical, Inc. (NASDAQ:ISRG) - The fund increased its position in Intuitive Surgical from 1.5% to 3%, despite the stock experiencing a decline due to a small systems placement miss and competition from lower-priced alternatives [3] - Intuitive Surgical's stock had a one-month return of -1.78% and a 52-week gain of 5.34%, closing at $554.58 with a market capitalization of $198.804 billion on December 16, 2025 [2] - Concerns regarding competition from recycled surgical instruments are mitigated by the preference of surgeons for Intuitive's products based on quality, safety, and reliability, despite a minor cost difference of approximately $50 per surgery [3] Hedge Fund Interest - Intuitive Surgical was held by 99 hedge fund portfolios at the end of Q3 2025, a decrease from 107 in the previous quarter, indicating a shift in interest among hedge funds [4] - While Intuitive Surgical is recognized for its potential, the analysis suggests that certain AI stocks may offer greater upside potential with less downside risk [4]