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Masters Capital Management’s Enovix ENVX Stock Holding History

Masters 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 		$6.07M Hold
1,000,000
– – 0.16% 69
2026
Q1 		$5.18M Buy
+1,000,000
New +$6.26M 0.17% 76

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

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

Masters Capital Management held its Enovix (ENVX) position steady in Q2 2026 at 2,000,000 shares worth $12.1M. The position accounts for 0.31% of the portfolio, ranked #52.

Masters Capital Management first reported a position in ENVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.7M in Q2 2025. 299 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Masters Capital Management held 2,000,000 shares of Enovix worth $12.1M as of Q2 2026.
  • Masters Capital Management left its Enovix share count unchanged in Q2 2026.
  • Enovix made up 0.31% of Masters Capital Management's portfolio in Q2 2026, its #52 holding.
  • Masters Capital Management first reported a position in Enovix in Q1 2023 and has held it in 14 quarters since.
  • Masters Capital Management's Enovix position peaked at $20.7M in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

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