Letters by company
Penumbra Inc
2 letters discussing PEN. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund added to Modine Manufacturing and Twist Bioscience as data-center cooling, synthetic-biology demand and company execution strengthened conviction. The portfolio initiated Onto Innovation, Baldwin Group and Freshpet, while exiting Penumbra, JBT Marel and Parsons and reducing several positions on valuation, mandate size or weakening profit-cycle visibility. Q1 2026 BWIN $4.5BCOMP $7.1BFLEX $42B
- Artisan Partners Quarterly Commentary: Artisan Small Cap Fund Artisan Small Cap Fund added to MACOM after temporary profit-cycle pressure, then trimmed it as valuation rose, while exiting Insmed, Integer Holdings and SharkNinja. The fund initiated nLIGHT, Guardant Health and Cellebrite, and increased Bruker, Hexcel and Penumbra on product-cycle, aerospace and medical-device adoption catalysts. Q4 2025 BRKR $9BCLBT $2.9BCOCO $3.3B
