TwinBeech Capital’s Enovix ENVX Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-155,615	Closed	-$1.55M	–	670
2025 Q3	$1.55M	Buy	+155,615	New	+$1.72M	0.06%	259
2024 Q2	–	Sell	-323,695	Closed	-$2.27M	–	610
2024 Q1	$2.27M	Buy	323,695 +180,968	+127%	+$1.57M	0.05%	323
2023 Q4	$1.56M	Sell	142,727 -108,105	-43%	-$1.06M	0.03%	437
2023 Q3	$2.75M	Buy	+250,832	New	+$3.58M	0.05%	361
2022 Q4	–	Sell	-175,871	Closed	-$2.82M	–	756
2022 Q3	$2.82M	Buy	175,871 +88,337	+101%	+$1.3M	0.07%	287
2022 Q2	$682K	Buy	+87,534	New	+$823K	0.03%	388

Other funds holding ENVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TwinBeech Capital's ENVX Position: Q4 2025 in Review

TwinBeech Capital sold out of Enovix (ENVX) in Q4 2025, closing a stake of 155,615 shares — an estimated $1.55M sold.

TwinBeech Capital first reported a position in ENVX in Q2 2022 and held it in 6 quarters. The position peaked at $2.82M in Q3 2022. 318 funds tracked by Wall St. Rank hold ENVX as of Q4 2025.

TwinBeech Capital reported no remaining Enovix position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 155,615 Enovix shares in Q4 2025, an estimated $1.55M.
TwinBeech Capital first reported a position in Enovix in Q2 2022 and held it in 6 quarters.
TwinBeech Capital's Enovix position peaked at $2.82M in Q3 2022.
318 funds tracked by Wall St. Rank held Enovix as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.