MCM
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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
Q1 		$5.18M Buy
+1,000,000
New +$6.26M 0.17% 76

Other funds holding ENVX

BlackRock
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Masters Capital Management held its Enovix (ENVX) position steady in Q1 2026 at 2,000,000 shares worth $10.4M. The position accounts for 0.34% of the portfolio, ranked #58.

Masters Capital Management first reported a position in ENVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.7M in Q2 2025. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

  • Masters Capital Management held 2,000,000 shares of Enovix worth $10.4M as of Q1 2026.
  • Masters Capital Management left its Enovix share count unchanged in Q1 2026.
  • Enovix made up 0.34% of Masters Capital Management's portfolio in Q1 2026, its #58 holding.
  • Masters Capital Management first reported a position in Enovix in Q1 2023 and has held it in 13 quarters since.
  • Masters Capital Management's Enovix position peaked at $20.7M in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

Based on Masters Capital Management's 13F filing for Q1 2026, filed 15 May 2026.