DB
ENVX icon

Dmitry Balyasny’s Enovix ENVX Stock Holding History

Dmitry Balyasny’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 		$668K Sell
110,096
-299,716
-73% -$1.99M ﹤0.01% 2390
2026
Q1 		$2.12M Buy
+409,812
New +$2.56M ﹤0.01% 1753
2025
Q3 		– Sell
-57,985
Closed -$525K – 3040
2025
Q2 		$525K Buy
+57,985
New +$378K ﹤0.01% 2278

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

Dmitry Balyasny's ENVX Position: Q2 2026 in Review

Dmitry Balyasny reduced its Enovix (ENVX) stake by 73% in Q2 2026, selling an estimated $1.99M and leaving 110,096 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Dmitry Balyasny first reported a position in ENVX in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.12M in Q1 2026. 297 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Dmitry Balyasny held 110,096 shares of Enovix worth $668K as of Q2 2026.
  • Dmitry Balyasny sold 299,716 Enovix shares in Q2 2026, an estimated $1.99M.
  • Enovix made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2390 holding.
  • Dmitry Balyasny first reported a position in Enovix in Q2 2025 and has held it in 3 quarters since.
  • Dmitry Balyasny's Enovix position peaked at $2.12M in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.