LongMUJun 2026
Micron Technology
Micron Technology was a 4.5% position and one of BSTZ's ten largest holdings at quarter-end. BlackRock views AI infrastructure as a core portfolio pillar and is selectively…
BlackRock Science and Technology Term Trust
Actively managed science and technology equity strategy investing across public and private companies, with a focus on rapid and sustainable growth opportunities driven by technological disruption.$2.2B AUM5 published ideas
BlackRock Science and Technology Term Trust, ticker BSTZ, seeks total return and income primarily through long-term capital appreciation. The Trust invests across U.S. and non-U.S. science and technology companies and combines publicly traded equities with a substantial private investment portfolio. Its Q2 2026 positioning emphasizes AI infrastructure, AI models, hardware and enabling technologies.
Ideas from BlackRock Science and Technology Term Trust
LongLITEJun 2026
Lumentum
Lumentum represented 4.0% of net assets and was one of BSTZ's ten largest holdings. BlackRock sees AI infrastructure and AI model companies as core portfolio pillars as…
LongNVDAJun 2026
Nvidia
Nvidia represented 3.7% of net assets and remained one of BSTZ's ten largest holdings. BlackRock believes advanced semiconductors and compute remain foundational to the AI…
LongTSEMJun 2026
Tower Semiconductors
Tower Semiconductors represented 3.0% of net assets and was among BSTZ's ten largest positions. BlackRock believes advanced semiconductors remain foundational to the expanding AI…
Long2383.TWJun 2026
Elite Material
Elite Material represented 3.0% of net assets and was one of BSTZ's ten largest holdings at quarter-end. BlackRock is emphasizing hardware, infrastructure and enabling…
Letters covered
- Second Quarter 2026 UpdateJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.