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BWXTBWXT
9 quarters

Position history for ALKEON CAPITAL MANAGEMENT LLCALKEON CAPITAL MANAGEMENT LLC's holdings in BWX TECHNOLOGIES INC

ALKEON CAPITAL MANAGEMENT LLC holds 2M shares of BWXT (BWX TECHNOLOGIES INC), worth $393.7M as of 2026-Q2. The position was increased (+16.3% shares). BWXT represents 0.5% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$393.7M

Current Shares

2M

Total Value Change

+$354.7M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+16.3%
$393.7M0.5%$194.34
51
2026-Q1
Increased
1.7M
+10.0%
$355.7M0.6%$203.90
48
2025-Q4
Increased
1.6M
+0.2%
$273.2M0.4%$172.10
37
2025-Q3
Increased
1.6M
+163.0%
$290.9M0.4%$181.70
60
2025-Q2
New
600,048
-
$86.4M0.1%$142.78
49
2019-Q3
Exited
0
-100.0%
$00.0%$52.70
0
2019-Q2
Decreased
894,988
-12.3%
$46.6M0.2%$47.84
0
2019-Q1
Decreased
1M
-0.1%
$50.6M0.3%$45.37
0
2018-Q4
New
1M
-
$39.1M0.3%$34.86
48

Other major holders of BWXT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

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