DSM CAPITAL PARTNERS LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1214639 Palm Beach Gardens, FL

Position in BWXT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$293,142

New position

Shares Held

1,506

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#575

of 841 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

DSM CAPITAL PARTNERS LLC holds $299,429,574 across 5 Aerospace & Defense names. BWXT ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	646,621	$173,850,522
2	GE	General Electric Co	333,572	$124,665,863
3	HEI	Heico Corp	1,155	$411,399
4	BWXT	BWX Technologies, Inc. This page	1,506	$293,142
5	AVAV	AeroVironment Inc	1,264	$208,648

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,142	1,506	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.