Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$393,727,898
+$38,048,627 QoQ
Shares Held
2,022,748
+16.3% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#7
of 841 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ALKEON CAPITAL MANAGEMENT LLC holds $906,242,942 across 5 Aerospace & Defense names. BWXT ranks #1 (43.4% of the industry book) .
All Filings in BWXT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,727,898 | 2,022,748 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $355,679,271 | 1,739,348 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $273,233,767 | 1,580,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $290,944,709 | 1,578,048 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $86,442,914 | 600,048 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||