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Bronte Capital Management’s Enovix ENVX Stock Holding History

Bronte Capital Management’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.9K Buy
41,765
+30,215
+262% +$200K 0.01% 41
2026
Q1 		$59.8K Hold
11,550
– – 0.01% 44
2025
Q4 		$84.4K Hold
11,550
– – 0.01% 34
2025
Q3 		$115K Buy
+11,550
New +$128K 0.01% 30

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Bronte Capital Management's ENVX Position: Q2 2026 in Review

Bronte Capital Management increased its Enovix (ENVX) stake by 262% in Q2 2026, buying an estimated $200K and bringing the position to 41,765 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #41.

Bronte Capital Management first reported a position in ENVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q3 2025. 300 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Bronte Capital Management held 41,765 shares of Enovix worth $92.9K as of Q2 2026.
  • Bronte Capital Management bought 30,215 Enovix shares in Q2 2026, an estimated $200K.
  • Enovix made up 0.01% of Bronte Capital Management's portfolio in Q2 2026, its #41 holding.
  • Bronte Capital Management first reported a position in Enovix in Q3 2025 and has held it in 4 quarters since.
  • Bronte Capital Management's Enovix position peaked at $115K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Bronte Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.