Ray Dalio's PEN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1,280 shares of Penumbra, Inc. (PEN) worth $324,250, representing 0.00% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +8,441 | New Buy | 8,441 | $194.41 |
| Q4 2020 | +12,637 | Add 149.71% | 21,078 | $175.02 |
| Q1 2021 | +971 | Add 4.61% | 22,049 | $270.58 |
| Q2 2021 | +15,977 | Add 72.46% | 38,026 | $274.05 |
| Q3 2021 | -1,535 | Reduce 4.04% | 36,491 | $266.50 |
| Q4 2021 | +2,170 | Add 5.95% | 38,661 | $287.32 |
| Q1 2022 | +14,524 | Add 37.57% | 53,185 | $222.13 |
| Q2 2022 | +5,902 | Add 11.10% | 59,087 | $124.53 |
| Q3 2022 | -576 | Reduce 0.97% | 58,511 | $189.61 |
| Q4 2022 | -13,909 | Reduce 23.77% | 44,602 | $222.46 |
| Q1 2023 | -227 | Reduce 0.51% | 44,375 | $278.69 |
| Q2 2023 | -3,993 | Reduce 9.00% | 40,382 | $344.06 |
| Q3 2023 | -23,241 | Reduce 57.55% | 17,141 | $241.91 |
| Q4 2023 | +21,800 | Add 127.18% | 38,941 | $251.54 |
| Q1 2024 | -18,577 | Reduce 47.71% | 20,364 | $223.18 |
| Q2 2024 | -962 | Reduce 4.72% | 19,402 | $179.97 |
| Q3 2024 | -13,613 | Reduce 70.16% | 5,789 | $194.31 |
| Q4 2024 | -1,799 | Reduce 31.08% | 3,990 | $237.48 |
| Q1 2025 | -2,404 | Reduce 60.25% | 1,586 | $267.41 |
| Q2 2025 | +1,728 | Add 108.95% | 3,314 | $256.63 |
| Q3 2025 | -2,034 | Reduce 61.38% | 1,280 | $253.32 |
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 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Penumbra, Inc. (PEN) was in Q4 2023, adding 38,941 shares worth $9.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,280 shares of Penumbra, Inc. (PEN), valued at approximately $324,250. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Penumbra, Inc. (PEN) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Penumbra, Inc. (PEN) was 59,087 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.