Deuterium Capital Management’s Enovix ENVX Stock Holding History

Deuterium 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	$840K	Hold	138,375	–	–	0.91%	17
2026 Q1	$717K	Hold	138,375	–	–	0.83%	20
2025 Q4	$1.01M	Hold	138,375	–	–	1.47%	12
2025 Q3	$1.38M	Sell	138,375 -19,768	-13%	-$219K	2%	8
2025 Q2	$1.43M	Sell	158,143 -47,315	-23%	-$309K	2.69%	7
2025 Q1	$1.32M	Buy	205,458 +14,000	+7%	+$125K	2.94%	7
2024 Q4	$1.86M	Buy	191,458 +16,172	+9%	+$142K	4.86%	6
2024 Q3	$1.43M	Sell	175,286 -34,285	-16%	-$356K	2.63%	7
2024 Q2	$2.83M	Buy	209,571 +28,571	+16%	+$239K	4.78%	5
2024 Q1	$1.27M	Hold	181,000	–	–	2.26%	10
2023 Q4	$1.98M	Buy	181,000 +83,705	+86%	+$822K	6.55%	4
2023 Q3	$1.07M	Buy	97,295 +49,589	+104%	+$709K	2.57%	9
2023 Q2	$753K	Buy	47,706 +22,563	+90%	+$262K	0.98%	23
2023 Q1	$328K	Buy	+25,143	New	+$206K	0.51%	46

Other funds holding ENVX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Deuterium Capital Management held its Enovix (ENVX) position steady in Q2 2026 at 138,375 shares worth $840K. The position accounts for 0.91% of the portfolio, ranked #17.

Deuterium Capital Management first reported a position in ENVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.83M in Q2 2024. 299 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

Deuterium Capital Management held 138,375 shares of Enovix worth $840K as of Q2 2026.
Deuterium Capital Management left its Enovix share count unchanged in Q2 2026.
Enovix made up 0.91% of Deuterium Capital Management's portfolio in Q2 2026, its #17 holding.
Deuterium Capital Management first reported a position in Enovix in Q1 2023 and has held it in 14 quarters since.
Deuterium Capital Management's Enovix position peaked at $2.83M in Q2 2024.
299 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

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