Birnam Oak Advisors’s Penumbra PEN Stock Holding History

Birnam Oak Advisors’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
2026 Q2	$54.1M	Buy	171,277 +75,287	+78%	+$24.4M	8.78%	6
2026 Q1	$31.5M	Buy	+95,990	New	+$32.5M	7.15%	7

Other funds holding PEN

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Birnam Oak Advisors's PEN Position: Q2 2026 in Review

Birnam Oak Advisors increased its Penumbra (PEN) stake by 78% in Q2 2026, buying an estimated $24.4M and bringing the position to 171,277 shares worth $54.1M. The position accounts for 8.78% of the portfolio, ranked #6.

Birnam Oak Advisors first reported a position in PEN in Q1 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Birnam Oak Advisors held 171,277 shares of Penumbra worth $54.1M as of Q2 2026.
Birnam Oak Advisors bought 75,287 Penumbra shares in Q2 2026, an estimated $24.4M.
Penumbra made up 8.78% of Birnam Oak Advisors's portfolio in Q2 2026, its #6 holding.
Birnam Oak Advisors first reported a position in Penumbra in Q1 2026 and has held it in 2 quarters since.
452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.