Sora Investors’s Enovix ENVX Stock Holding History

Sora Investors’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	$850K	Buy	+140,000	New	+$928K	0.07%	72
2026 Q1	–	Sell	-121,398	Closed	-$887K	–	88
2025 Q4	$887K	Sell	121,398 -34,001	-22%	-$329K	0.08%	83
2025 Q3	$1.55M	Sell	155,399 -930,315	-86%	-$10.3M	0.14%	81
2025 Q2	$9.82M	Buy	+1,085,714	New	+$7.08M	0.89%	41
2025 Q1	–	Sell	-114,285	Closed	-$1.09M	–	75
2024 Q4	$1.09M	Sell	114,285 -485,715	-81%	-$4.26M	0.12%	66
2024 Q3	$4.9M	Buy	600,000 +257,143	+75%	+$2.67M	0.86%	41
2024 Q2	$4.64M	Buy	+342,857	New	+$2.87M	0.85%	42
2024 Q1	–	Sell	-285,714	Closed	-$3.13M	–	47
2023 Q4	$3.13M	Sell	285,714 -57,143	-17%	-$561K	0.53%	43
2023 Q3	$3.77M	Buy	+342,857	New	+$4.9M	0.84%	39

Other funds holding ENVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sora Investors's ENVX Position: Q2 2026 in Review

Sora Investors opened a new position in Enovix (ENVX) in Q2 2026: 140,000 shares worth $850K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings. This is a return to the name: Sora Investors previously reported a position in ENVX as recently as Q4 2025.

Sora Investors first reported a position in ENVX in Q3 2023 and has held it in 9 quarters since. The position peaked at $9.82M in Q2 2025. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

Sora Investors held 140,000 shares of Enovix worth $850K as of Q2 2026.
Enovix was a new Sora Investors position in Q2 2026.
Enovix made up 0.07% of Sora Investors's portfolio in Q2 2026, its #72 holding.
Sora Investors first reported a position in Enovix in Q3 2023 and has held it in 9 quarters since.
Sora Investors's Enovix position peaked at $9.82M in Q2 2025.
298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Sora Investors's 13F filing for Q2 2026, filed 14 Aug 2026.