OCM
BTX

Osbon Capital Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Osbon Capital Management’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
Q1 		$8.11K Buy
1,229
+29
+2% +$192 0.01% 310
2025
Q4 		$7.91K Buy
+1,200
New +$8.07K 0.01% 247

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osbon Capital Management's BTX Position: Q1 2026 in Review

Osbon Capital Management increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 2.4% in Q1 2026, buying an estimated $192 and bringing the position to 1,229 shares worth $8.11K. The position accounts for 0.01% of the portfolio, ranked #310.

Osbon Capital Management first reported a position in BTX in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Osbon Capital Management held 1,229 shares of BlackRock Technology and Private Equity Term Trust worth $8.11K as of Q1 2026.
  • Osbon Capital Management bought 29 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $192.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #310 holding.
  • Osbon Capital Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2025 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.