Disclosed positions

Estimated from their latest filings — positions may have changed since

$151.30M

combined est. value

Stock	Shares	Price	Value	Weight	As of
ENVXEnovix Corp	20,898,782	$4.09	$85.48M	56%	2026-06-11
ENPHEnphase Energy, Inc.	1,733,596	$37.54	$65.08M	43%	2025-12-02
SPWRSunPower Inc.	2,471,485	$0.3013	$744.7K	0%	2026-07-01

ENVX

Enovix Corp

$85.48M

20,898,782 sh

ENPH

Enphase Energy, Inc.

$65.08M

1,733,596 sh

SPWR

SunPower Inc.

$744.7K

2,471,485 sh

All filings on record

Every Form 4 transaction we track for this filer

all 11buys 2sells 1

Stock	Transaction	Date	~6mo later
SPWRSunPower Inc.	Buy — · 633,250 sh	2026-07-01	in progress
SPWRSunPower Inc.	Buy — · 7,226,186 sh	2026-07-01	in progress
ENVXEnovix Corp	Grant — · 29,104 sh	2026-06-11	—
ENPHEnphase Energy, Inc.	Sell $4.37M · 150,000 sh	2025-12-02	—
ENVXEnovix Corp	Grant — · 5,635 sh	2025-09-18	—
ENVXEnovix Corp	Gift — · 5,635 sh	2025-09-18	—
ENVXEnovix Corp	Other $1.93M · 220,114 sh	2025-08-11	—
ENVXEnovix Corp	Grant $500.0K · 57,142 sh	2025-08-08	—
ENVXEnovix Corp	Grant — · 3,782 sh	2025-06-16	—
ENVXEnovix Corp	Gift — · 3,782 sh	2025-06-16	—
ENVXEnovix Corp	Grant — · 22,543 sh	2025-06-12	—

SPWRBuy

2026-07-01 · SunPower Inc.

633,250

in progress

SPWRBuy

2026-07-01 · SunPower Inc.

7,226,186

in progress

ENVXGrant

2026-06-11 · Enovix Corp

29,104

—

ENPHSell

2025-12-02 · Enphase Energy, Inc.

$4.37M

—

ENVXGrant

2025-09-18 · Enovix Corp

5,635

—

ENVXGift

2025-09-18 · Enovix Corp

5,635

—

ENVXOther

2025-08-11 · Enovix Corp

$1.93M

—

ENVXGrant

2025-08-08 · Enovix Corp

$500.0K

—

ENVXGrant

2025-06-16 · Enovix Corp

3,782

—

ENVXGift

2025-06-16 · Enovix Corp

3,782

—

ENVXGrant

2025-06-12 · Enovix Corp

22,543

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.