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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Deuterium Capital Management's ENVX Position: Q1 2026 in Review

Deuterium Capital Management held its Enovix (ENVX) position steady in Q1 2026 at 138,375 shares worth $717K. The position accounts for 0.83% of the portfolio, ranked #20.

Deuterium Capital Management first reported a position in ENVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.83M in Q2 2024. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

Deuterium Capital Management held 138,375 shares of Enovix worth $717K as of Q1 2026.
Deuterium Capital Management left its Enovix share count unchanged in Q1 2026.
Enovix made up 0.83% of Deuterium Capital Management's portfolio in Q1 2026, its #20 holding.
Deuterium Capital Management first reported a position in Enovix in Q1 2023 and has held it in 13 quarters since.
Deuterium Capital Management's Enovix position peaked at $2.83M in Q2 2024.
306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

Based on Deuterium Capital Management's 13F filing for Q1 2026, filed 14 May 2026.