Balyasny Asset Management’s Penumbra PEN Stock Holding History

Balyasny Asset Management’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-40,000	Closed	-$10.1M	–	2993
2023 Q4	$10.1M	Sell	40,000 -38,000	-49%	-$8.4M	0.02%	861
2023 Q3	$18.9M	Buy	+78,000	New	+$21.7M	0.04%	588
2022 Q4	–	Sell	-13,000	Closed	-$2.46M	–	3124
2022 Q3	$2.46M	Buy	+13,000	New	+$2.09M	0.01%	1390

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Balyasny Asset Management's PEN Position: Q1 2026 in Review

Balyasny Asset Management increased its Penumbra (PEN) stake by 371% in Q1 2026, buying an estimated $203M and bringing the position to 762,096 shares worth $250M. The position accounts for 0.32% of the portfolio, ranked #47.

Balyasny Asset Management first reported a position in PEN in Q3 2016 and has held it in 21 quarters since. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

Balyasny Asset Management held 762,096 shares of Penumbra worth $250M as of Q1 2026.
Balyasny Asset Management bought 600,185 Penumbra shares in Q1 2026, an estimated $203M.
Penumbra made up 0.32% of Balyasny Asset Management's portfolio in Q1 2026, its #47 holding.
Balyasny Asset Management first reported a position in Penumbra in Q3 2016 and has held it in 21 quarters since.
483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.