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ALKEON CAPITAL MANAGEMENT LLC: BWXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALKEON CAPITAL MANAGEMENT LLC on BWXT, newest first. How the timeline and the estimate are built.

ALKEON CAPITAL MANAGEMENT LLC held 2,022,748 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,022,748 shares
    Change vs previous 13F +283,400 shares

    1.52% of the 13F portfolio, value $393,727,902.

    13F-HR 0000919574-26-005175 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,739,348 shares
    Change vs previous 13F +158,500 shares

    1.61% of the 13F portfolio, value $355,679,277.

    13F-HR 0000919574-26-003172 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,580,848 shares
    Change vs previous 13F +2,800 shares

    1.19% of the 13F portfolio, value $273,233,771.

    13F-HR 0000919574-26-001015 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,578,048 shares
    Change vs previous 13F +978,000 shares

    1.31% of the 13F portfolio, value $290,944,714.

    13F-HR 0000919574-25-006800 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 600,048 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $86,442,917.

    13F-HR 0000919574-25-004663 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).