BlackRock Technology and Private Equity Term Trust (BTX)

• Market cap: $1.39B
• 1 day: 1.71%
• 5 days: -0.46%
• 1 month: -19.18%
• 3 months: -17.45%
• 6 months: -11.04%
• Year to date: -12.47%
• 1 year: -16.82%
• 5 years: -98.37%
• 10 years: -98.37%

About: BlackRock Technology and Private Equity Term Trust objective is to provide total return and income through a combination of current income, current gains and long-term capital appreciation. The Trust will invest in equity securities issued by mid - and small capitalization companies that the Trust's adviser believes have above-average earnings growth potential.

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2.16% more ownership

Funds ownership: 43.65% [Q3] → 45.81% (+2.16%) [Q4]

1% more capital invested

Capital invested by funds: $739M [Q3] → $746M (+$6.44M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

1% less funds holding

Funds holding: 109 [Q3] → 108 (-1) [Q4]

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44