Bulldog Investors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Bulldog Investors’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.3K	Buy	+10,000	New	+$83.1K	0.02%	147
2025 Q3	–	Sell	-610,207	Closed	-$4.48M	–	210
2025 Q2	$4.48M	Buy	610,207 +117,875	+24%	+$779K	1.13%	23
2025 Q1	$3.08M	Buy	492,332 +199,553	+68%	+$1.48M	0.83%	39
2024 Q4	$2.18M	Buy	292,779 +158,654	+118%	+$1.22M	0.57%	54
2024 Q3	$1.01M	Buy	134,125 +72,163	+116%	+$528K	0.34%	74
2024 Q2	$448K	Buy	+61,962	New	+$458K	0.17%	83
2024 Q1	–	Sell	-57,766	Closed	-$423K	–	175
2023 Q4	$423K	Sell	57,766 -166,910	-74%	-$1.17M	0.14%	94
2023 Q3	$1.56M	Buy	224,676 +138,609	+161%	+$1.06M	0.54%	62
2023 Q2	$676K	Buy	+86,067	New	+$651K	0.22%	98

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Bulldog Investors's BTX Position: Q2 2026 in Review

Bulldog Investors opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 10,000 shares worth $90.3K. The stake represents 0.02% of the portfolio and ranks #147 among its holdings. This is a return to the name: Bulldog Investors previously reported a position in BTX as recently as Q2 2025.

Bulldog Investors first reported a position in BTX in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.48M in Q2 2025. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Bulldog Investors held 10,000 shares of BlackRock Technology and Private Equity Term Trust worth $90.3K as of Q2 2026.
BlackRock Technology and Private Equity Term Trust was a new Bulldog Investors position in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up 0.02% of Bulldog Investors's portfolio in Q2 2026, its #147 holding.
Bulldog Investors first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2023 and has held it in 9 quarters since.
Bulldog Investors's BlackRock Technology and Private Equity Term Trust position peaked at $4.48M in Q2 2025.
119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Bulldog Investors's 13F filing for Q2 2026, filed 14 Aug 2026.