Ray Dalio's PEN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 10,038 shares of Penumbra, Inc. (PEN) worth $3.3 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in PEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 21,800 shares. Largest reduction occurred in Q3 2023, reducing 23,241 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Penumbra (PEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Penumbra (PEN) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,847 | Add 742.82% | 10,038 | $328.37 |
| Q4 2025 | -89 | Reduce 6.95% | 1,191 | $310.91 |
| Q3 2025 | -2,034 | Reduce 61.38% | 1,280 | $253.32 |
| Q2 2025 | +1,728 | Add 108.95% | 3,314 | $256.63 |
| Q1 2025 | -2,404 | Reduce 60.25% | 1,586 | $267.41 |
| Q4 2024 | -1,799 | Reduce 31.08% | 3,990 | $237.48 |
| Q3 2024 | -13,613 | Reduce 70.16% | 5,789 | $194.31 |
| Q2 2024 | -962 | Reduce 4.72% | 19,402 | $179.97 |
| Q1 2024 | -18,577 | Reduce 47.71% | 20,364 | $223.18 |
| Q4 2023 | +21,800 | Add 127.18% | 38,941 | $251.54 |
| Q3 2023 | -23,241 | Reduce 57.55% | 17,141 | $241.91 |
| Q2 2023 | -3,993 | Reduce 9.00% | 40,382 | $344.06 |
| Q1 2023 | -227 | Reduce 0.51% | 44,375 | $278.69 |
| Q4 2022 | -13,909 | Reduce 23.77% | 44,602 | $222.46 |
| Q3 2022 | -576 | Reduce 0.97% | 58,511 | $189.61 |
| Q2 2022 | +5,902 | Add 11.10% | 59,087 | $124.53 |
| Q1 2022 | +14,524 | Add 37.57% | 53,185 | $222.13 |
| Q4 2021 | +2,170 | Add 5.95% | 38,661 | $287.32 |
| Q3 2021 | -1,535 | Reduce 4.04% | 36,491 | $266.50 |
| Q2 2021 | +15,977 | Add 72.46% | 38,026 | $274.05 |
| Q1 2021 | +971 | Add 4.61% | 22,049 | $270.58 |
| Q4 2020 | +12,637 | Add 149.71% | 21,078 | $175.02 |
| Q3 2020 | +8,441 | New Buy | 8,441 | $194.41 |
Ray Dalio's Penumbra Investment FAQs
Ray Dalio first purchased Penumbra, Inc. (PEN) in Q3 2020, acquiring 8,441 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Penumbra, Inc. (PEN) for 23 quarters since Q3 2020.
Ray Dalio's largest addition to Penumbra, Inc. (PEN) was in Q4 2023, adding 38,941 shares worth $9.8 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 10,038 shares of Penumbra, Inc. (PEN), valued at approximately $3.3 M.
As of the Q1 2026 filing, Penumbra, Inc. (PEN) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Penumbra, Inc. (PEN) was 59,087 shares, as reported at the end of Q2 2022.