What smart money is saying about Enovix
ENVX
No fund has written a full thesis on Enovix in our archive, but 1 fund letter reports a position in it — most recently Massif Capital Real Assets Strategy in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Enovix on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Enovix fell in three separate steps through June: 12.9% on June 7 when an outside investor exited its position citing the departure of a manufacturing-process lead ahead of a product launch,”
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Read the letters behind these Enovix positions
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