Jeff Yass’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Jeff Yass’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	$135K	Sell	14,979 -62,913	-81%	-$523K	﹤0.01%	12282
2026 Q1	$514K	Sell	77,892 -12,549	-14%	-$83K	﹤0.01%	9589
2025 Q4	$596K	Buy	90,441 +49,178	+119%	+$331K	﹤0.01%	8389
2025 Q3	$276K	Buy	+41,263	New	+$295K	﹤0.01%	10303
2025 Q2	–	Sell	-46,386	Closed	-$290K	–	13906
2025 Q1	$290K	Sell	46,386 -292,614	-86%	-$2.18M	﹤0.01%	10133
2024 Q4	$2.52M	Buy	339,000 +326,494	+2,611%	+$2.51M	﹤0.01%	4796
2024 Q3	$94.4K	Sell	12,506 -42,395	-77%	-$310K	﹤0.01%	11086
2024 Q2	$397K	Sell	54,901 -68,394	-55%	-$505K	﹤0.01%	8811
2024 Q1	$1M	Sell	123,295 -15,771	-11%	-$122K	﹤0.01%	6915
2023 Q4	$1.02M	Buy	+139,066	New	+$977K	﹤0.01%	6945
2022 Q1	–	Sell	-107,240	Closed	-$1.56M	–	14132
2021 Q4	$1.56M	Buy	+107,240	New	+$1.78M	﹤0.01%	6126

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

Jeff Yass's BTX Position: Q2 2026 in Review

Jeff Yass reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 81% in Q2 2026, selling an estimated $523K and leaving 14,979 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #12282.

Jeff Yass first reported a position in BTX in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.52M in Q4 2024. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Jeff Yass held 14,979 shares of BlackRock Technology and Private Equity Term Trust worth $135K as of Q2 2026.
Jeff Yass sold 62,913 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $523K.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12282 holding.
Jeff Yass first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and has held it in 11 quarters since.
Jeff Yass's BlackRock Technology and Private Equity Term Trust position peaked at $2.52M in Q4 2024.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.