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Discovery Capital Management’s Enovix ENVX Stock Holding History

Discovery 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
2022
Q4 		– Sell
-693,033
Closed -$11.1M – 53
2022
Q3 		$11.1M Buy
693,033
+543,290
+363% +$8.02M 1.66% 17
2022
Q2 		$1.17M Buy
+149,743
New +$1.41M 0.15% 56

Other funds holding ENVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
EV
Eclipse Ventures Palo Alto, California $39.6M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Discovery Capital Management's ENVX Position: Q4 2022 in Review

Discovery Capital Management sold out of Enovix (ENVX) in Q4 2022, closing a stake of 693,033 shares — an estimated $11.1M sold.

Discovery Capital Management first reported a position in ENVX in Q2 2022 and held it in 2 quarters. The position peaked at $11.1M in Q3 2022. 231 funds tracked by Wall St. Rank hold ENVX as of Q4 2022.

  • Discovery Capital Management reported no remaining Enovix position as of Q4 2022 after selling out during the quarter.
  • Discovery Capital Management sold 693,033 Enovix shares in Q4 2022, an estimated $11.1M.
  • Discovery Capital Management first reported a position in Enovix in Q2 2022 and held it in 2 quarters.
  • Discovery Capital Management's Enovix position peaked at $11.1M in Q3 2022.
  • 231 funds tracked by Wall St. Rank held Enovix as of Q4 2022.

Based on Discovery Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.