Long Cast Advisors Exited Enovix Corporation (ENVX) in Q1. Here’s Why
Long Cast Advisors, an independent registered investment adviser, released its Q1 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Electron Capital Partners Jos Shaver | 4,628,317 | $23,974,682 | -24% | 0.94% |
| 2. | Millennium Management Israel Englander | 2,119,308 | $10,978,015 | +2187% | 0% |
| 3. | Masters Capital Management Mike Masters | 2,000,000 | $10,360,000 | 0.34% | |
| 4. | Tudor Investment Corp Paul Tudor Jones | 1,223,887 | $6,339,735 | +176% | 0.01% |
| 5. | 1,102,600 | $5,711,468 | -56% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.94 | 1,434 | $19,989.96 | 2,018,901 | 2023-08-24 | Filing | |
| $10.10 | 5,000 | $50,475.00 | 2,010,000 | 2023-04-27 | Filing | |
| $11.57 | 102,599 | $1,187,070.43 | 900,000 | 2023-03-21 | Filing | |
| $10.88 | 69,557 | $756,780.16 | 797,401 | 2023-03-20 | Filing | |
| $10.95 | 98,700 | $1,080,765.00 | 727,844 | 2023-03-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.31 | 2,296 | $16,783.76 | 196,748 | 2026-01-01 | Filing | |
| $13.00 | 18,614 | $241,982.00 | 1,002,684 | 2025-10-08 | Filing | |
| $12.01 | 120,000 | $1,441,200.00 | 1,027,259 | 2025-10-02 | Filing | |
| $6.57 | 8,129 | $53,407.53 | 0 | 2025-05-02 | Filing | |
| $9.35 | 300,000 | $2,805,000.00 | 2,045,301 | 2025-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 25,920 | $129,211 | 0% | |
| 2. | 18,740 | $113,752 | 0.01% | |
| 3. | 11,926 | $72,391 | 0% | |
| 4. | 2,194 | $13,318 | 0% | |
| 5. | 1,846 | $11,205 | 0% |