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Luminus Management’s Enovix ENVX Stock Holding History

Luminus 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
2021
Q4 		– Sell
-1,890,418
Closed -$31.2M – 75
2021
Q3 		$31.2M Buy
1,890,418
+1,237,356
+189% +$18.6M 6.57% 6
2021
Q2 		$13.1M Hold
653,062
– – 1.91% 16
2021
Q1 		$7.61M Buy
+653,062
New +$8.58M 1.46% 16

Other funds holding ENVX

EV
Eclipse Ventures Palo Alto, California $39.6M AUM
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Luminus Management's ENVX Position: Q4 2021 in Review

Luminus Management sold out of Enovix (ENVX) in Q4 2021, closing a stake of 1,890,418 shares — an estimated $31.2M sold.

Luminus Management first reported a position in ENVX in Q1 2021 and held it in 3 quarters. The position peaked at $31.2M in Q3 2021. 123 funds tracked by Wall St. Rank hold ENVX as of Q4 2021.

  • Luminus Management reported no remaining Enovix position as of Q4 2021 after selling out during the quarter.
  • Luminus Management sold 1,890,418 Enovix shares in Q4 2021, an estimated $31.2M.
  • Luminus Management first reported a position in Enovix in Q1 2021 and held it in 3 quarters.
  • Luminus Management's Enovix position peaked at $31.2M in Q3 2021.
  • 123 funds tracked by Wall St. Rank held Enovix as of Q4 2021.

Based on Luminus Management's 13F filing for Q4 2021, filed 15 Feb 2022.