Alkeon Capital Management
BWXT icon

Alkeon Capital Management’s BWX Technologies BWXT Stock Holding History

Alkeon Capital Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394M Buy
2,022,748
+283,400
+16% +$59M 0.53% 41
2026
Q1 		$356M Buy
1,739,348
+158,500
+10% +$32.2M 0.6% 39
2025
Q4 		$273M Buy
1,580,848
+2,800
+0.2% +$525K 0.43% 46
2025
Q3 		$291M Buy
1,578,048
+978,000
+163% +$157M 0.43% 45
2025
Q2 		$86.4M Buy
+600,048
New +$70.1M 0.14% 64
2019
Q3 		– Sell
-894,988
Closed -$46.6M – 140
2019
Q2 		$46.6M Sell
894,988
-125,000
-12% -$6.24M 0.18% 88
2019
Q1 		$50.6M Sell
1,019,988
-1,539
-0.2% -$72.8K 0.25% 79
2018
Q4 		$39.1M Sell
1,021,527
-192,049
-16% -$9.54M 0.25% 80
2018
Q3 		$75.9M Sell
1,213,576
-11,712
-1% -$742K 0.36% 61
2018
Q2 		$76.4M Sell
1,225,288
-125,000
-9% -$8.31M 0.36% 61
2018
Q1 		$85.8M Sell
1,350,288
-1,500
-0.1% -$95.1K 0.45% 55
2017
Q4 		$81.8M Sell
1,351,788
-2,344
-0.2% -$141K 0.48% 53
2017
Q3 		$75.9M Buy
1,354,132
+90,000
+7% +$4.78M 0.54% 52
2017
Q2 		$61.6M Buy
1,264,132
+202,132
+19% +$9.79M 0.5% 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

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Alkeon Capital Management's BWXT Position: Q2 2026 in Review

Alkeon Capital Management increased its BWX Technologies (BWXT) stake by 16% in Q2 2026, buying an estimated $59M and bringing the position to 2,022,748 shares worth $394M. The position accounts for 0.53% of the portfolio, ranked #41.

Alkeon Capital Management first reported a position in BWXT in Q4 2016 and has held it in 16 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Alkeon Capital Management held 2,022,748 shares of BWX Technologies worth $394M as of Q2 2026.
  • Alkeon Capital Management bought 283,400 BWX Technologies shares in Q2 2026, an estimated $59M.
  • BWX Technologies made up 0.53% of Alkeon Capital Management's portfolio in Q2 2026, its #41 holding.
  • Alkeon Capital Management first reported a position in BWX Technologies in Q4 2016 and has held it in 16 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.