Alkeon Capital Management’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356M	Buy	1,739,348 +158,500	+10%	+$32.2M	1.61%	39
2025 Q4	$273M	Buy	1,580,848 +2,800	+0.2%	+$525K	1.19%	46
2025 Q3	$291M	Buy	1,578,048 +978,000	+163%	+$157M	1.31%	45
2025 Q2	$86.4M	Buy	+600,048	New	+$70.1M	0.42%	64
2019 Q3	–	Sell	-894,988	Closed	-$46.6M	–	143
2019 Q2	$46.6M	Sell	894,988 -125,000	-12%	-$6.24M	0.46%	88
2019 Q1	$50.6M	Sell	1,019,988 -1,539	-0.2%	-$72.8K	0.56%	79
2018 Q4	$39.1M	Sell	1,021,527 -192,049	-16%	-$9.54M	0.56%	80
2018 Q3	$75.9M	Sell	1,213,576 -11,712	-1%	-$742K	0.89%	61
2018 Q2	$76.4M	Sell	1,225,288 -125,000	-9%	-$8.31M	0.91%	61
2018 Q1	$85.8M	Sell	1,350,288 -1,500	-0.1%	-$95.1K	1.14%	55
2017 Q4	$81.8M	Sell	1,351,788 -2,344	-0.2%	-$141K	1.25%	53
2017 Q3	$75.9M	Buy	1,354,132 +90,000	+7%	+$4.78M	1.07%	52
2017 Q2	$61.6M	Buy	1,264,132 +202,132	+19%	+$9.79M	0.98%	59
2017 Q1	$50.6M	Buy	1,062,000 +1,050,000	+8,750%	+$45.8M	0.87%	45
2016 Q4	$476K	Buy	+12,000	New	+$466K	0.01%	58