Position in ENVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,141,767
+$3,086,831 QoQ
Shares Held
1,670,802
+22.7% QoQ
Ownership
0.761%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 298 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ENVX Over Time
Shares Held
Position Value (USD)
Derivatives in ENVX
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,142,553
PutShares
156,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $6,588,611,991 across 29 Electrical Equipment & Parts names. ENVX ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
13,950,652 | $4,222,862,358 | |
| 2 | VRT |
Vertiv Holdings Co
|
3,228,483 | $1,080,960,673 | |
| 3 | HUBB |
Hubbell Inc
|
518,935 | $271,506,790 | |
| 4 | NVT |
nVent Electric plc
|
1,404,901 | $238,285,256 | |
| 5 | AYI |
Acuity Inc. (De)
|
382,232 | $143,971,504 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
363,080 | $135,381,638 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
1,623,779 | $90,704,294 | |
| 8 | POWL |
Powell Industries Inc
|
308,450 | $88,327,740 |
All Filings in ENVX
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,141,767 | 1,670,802 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,054,936 | 1,361,957 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,142,553 | 156,300 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $11,281,156 | 1,543,250 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $9,832,114 | 986,170 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $1,558,311 | 156,300 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $3,285,462 | 317,743 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,351,282 | 1,137,777 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $16,119,123 | 1,482,900 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $23,595,975 | 2,170,743 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $21,183,736 | 2,268,066 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $16,047,054 | 1,718,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $21,873,966 | 1,414,875 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $16,416,974 | 1,061,900 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $7,736,859 | 965,900 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $9,585,566 | 1,196,700 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,159,424 | 971,200 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $17,866,415 | 1,427,030 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $9,044,785 | 720,700 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $13,012,404 | 1,036,845 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $54,573,687 | 3,025,149 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $49,635,256 | 2,751,400 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $3,156,968 | 211,735 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $745,500 | 50,000 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $3,254,539 | 261,619 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $19,127,896 | 1,043,245 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,715,281 | 192,512 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $3,028,022 | 212,195 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,017,392 | 183,922 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $17,005,968 | 900,263 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 RSVA | — | 1,454,142 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 RSVA | — | 833,154 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||