Back to ALKEON CAPITAL MANAGEMENT LLC

BWXT
4 quarters

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

ALKEON CAPITAL MANAGEMENT LLC holds 1.7M shares of BWXT (BWX TECHNOLOGIES INC), worth $355.7M as of 2026-Q1. The position was increased (+10.0% shares). BWXT represents 0.6% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$355.7M

Current Shares

1.7M

Total Value Change

+$269.2M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.7M
+10.0%
$355.7M0.6%$205.83
48
2025-Q4
Increased
1.6M
+0.2%
$273.2M0.4%$174.36
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

Other major holders of BWXT: BlackRock, Inc., VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used