[SCHEDULE 13G/A] Blue Owl Technology Finance Corp. SEC Filing
Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Mubadala Investment Company PJSC and affiliated entities reported beneficial ownership of 29,130,491 shares of Blue Owl Technology Finance Corp. common stock, representing approximately 6.3% of the outstanding shares based on 465,126,583 shares outstanding. The position is held through a group structure: MIC Capital Management 93 RSC Ltd directly holds 27,673,966 shares and Fifteenth Investment Company LLC directly holds 1,456,525 shares, with 93 RSC and related subsidiaries linking up to Mubadala.
The reporting persons indicate they have no sole voting or dispositive power over the shares and instead report shared voting and dispositive power for the stated share amounts. The filing includes a certification that the holdings were not acquired to change or influence control of the issuer.
Positive
Material, disclosed stake: Reporting persons beneficially own 29,130,491 shares, representing approximately 6.3% of class, exceeding 5% reporting threshold
Transparent ownership chain: Direct holdings are specified (27,673,966 by 93 RSC; 1,456,525 by Fifteenth Investment), with relationships to parent entities clearly described
Negative
None.
Insights
TL;DR Mubadala and affiliates hold a material passive stake (~6.3%) in OTF via subsidiaries; voting power is shared, not sole.
The filing shows a meaningful economic stake of 29,130,491 shares (~6.3%) in Blue Owl Technology Finance Corp., held through a chain of wholly owned subsidiaries. Materiality is clear because the position exceeds the 5% disclosure threshold. Reported shared voting and dispositive power — and the Item 10 certification — indicate a passive reporting status rather than an activist or control-seeking intent. For market participants, the key fact is concentration of ownership in a large institutional investor, which can affect liquidity and stakeholder alignment without implying governance action.
TL;DR Ownership is structured through subsidiaries with shared voting rights; no sole control claimed and filers disclaim control intentions.
The disclosure identifies a clear ownership chain: 93 RSC directly holds the majority of the position with 27,673,966 shares and Fifteenth Investment Company holds 1,456,525 shares, while parent entities are deemed indirect holders. The reporting persons explicitly report 0 sole voting or dispositive power and certify the stake is not held to influence control. From a governance perspective, this filing signals a passive institutional investor with potential influence due to stake size but no asserted control or governance engagement in the document itself.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Blue Owl Technology Finance Corp.
(Name of Issuer)
Common Stock, par value $0.01 per share
(Title of Class of Securities)
095924106
(CUSIP Number)
06/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
095924106
1
Names of Reporting Persons
Mubadala Investment Company PJSC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED ARAB EMIRATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
29,130,491.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
29,130,491.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
29,130,491.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.3 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP No.
095924106
1
Names of Reporting Persons
Mamoura Diversified Global Holding PJSC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED ARAB EMIRATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
29,130,491.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
29,130,491.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
29,130,491.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.3 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP No.
095924106
1
Names of Reporting Persons
MIC Capital Management 85 RSC Ltd
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED ARAB EMIRATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
27,673,966.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
27,673,966.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
27,673,966.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP No.
095924106
1
Names of Reporting Persons
MIC Capital Management 93 RSC Ltd
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED ARAB EMIRATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
27,673,966.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
27,673,966.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
27,673,966.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP No.
095924106
1
Names of Reporting Persons
Fifteenth Investment Co LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED ARAB EMIRATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,456,525.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,456,525.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,456,525.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.3 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Blue Owl Technology Finance Corp.
(b)
Address of issuer's principal executive offices:
399 Park Avenue, New York, New York, 10022
Item 2.
(a)
Name of person filing:
(i) Mubadala Investment Company PJSC, (ii) Mamoura Diversified Global Holding PJSC, (iii) MIC Capital Management 85 RSC Ltd, (iv) MIC Capital Management 93 RSC Ltd and (v) Fifteenth Investment Company LLC (collectively, the "Reporting Persons").
(b)
Address or principal business office or, if none, residence:
(i) For Mubadala Investment Company PJSC: Al Mamoura A, Al Muroor Street, Abu Dhabi, United Arab Emirates; (ii) For Mamoura Diversified Global Holding PJSC: Al Mamoura A, Al Muroor Street, Abu Dhabi, United Arab Emirates; (iii) For MIC Capital Management 85 RSC Ltd: 2462ResCowork01, 24th Floor, Al Sila Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi, United Arab Emirates; (iv) For MIC Capital Management 93 RSC Ltd: 2462ResCowork01, 24th Floor, Al Sila Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi, United Arab Emirates; and (v) For Fifteenth Investment Company LLC: Al Mamoura A, Al Muroor Street, Abu Dhabi, United Arab Emirates.
(c)
Citizenship:
(i) Mubadala Investment Company PJSC is incorporated in The Emirate of Abu Dhabi, United Arab Emirates; (ii) Mamoura Diversified Global Holding PJSC is incorporated in The Emirate of Abu Dhabi, United Arab Emirates; (iii) MIC Capital Management 85 RSC Ltd is incorporated in the Abu Dhabi Global Market, United Arab Emirates; (iv) MIC Capital Management 93 RSC Ltd is incorporated in the Abu Dhabi Global Market, United Arab Emirates; and (v) Fifteenth Investment Company LLC is incorporated in The Emirate of Abu Dhabi, United Arab Emirates.
(d)
Title of class of securities:
Common Stock, par value $0.01 per share
(e)
CUSIP No.:
095924106
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
As of June 30, 2025, each of Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC may have been deemed to have beneficially owned 29,130,491 shares of Common Stock, par value $0.01 per share ("Common Stock"), of Blue Owl Technology Finance Corp. (the "Issuer"). Of such shares of Common Stock, 27,673,966 shares of Common Stock were directly held and beneficially owned by MIC Capital Management 93 RSC Ltd ("93 RSC") and 1,456,525 shares of Common Stock were directly held and beneficially owned by Fifteenth Investment Company LLC. 93 RSC is a wholly owned subsidiary of MIC Capital Management 85 RSC Ltd ("85 RSC"). 85 RSC is a wholly owned subsidiary of Mamoura Diversified Global Holding PJSC, which is a wholly owned subsidiary of Mubadala Investment Company PJSC. Due to their relationship with 93 RSC, each of 85 RSC, Mamoura Diversified Global Holding PJSC and Mubadala Investment Company PJSC may have been deemed to have indirectly beneficially owned the shares of Common Stock of the Issuer that were held directly by 93 RSC. Due to their relationship with Fifteenth Investment Company LLC, each of Mamoura Diversified Global Holding PJSC and Mubadala Investment Company PJSC may have been deemed to have indirectly beneficially owned the shares of Common Stock of the Issuer that were held directly by Fifteenth Investment Company LLC.
(b)
Percent of class:
As of June 30, 2025, each of Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC may have been deemed to have beneficially owned approximately 6.3% of the shares of Common Stock of the Issuer outstanding. As of June 30, 2025, each of 93 RSC and 85 RSC may have been deemed to have beneficially owned approximately 6.0% of the shares of Common Stock of the Issuer outstanding. As of June 30, 2025, Fifteenth Investment Company LLC may have been deemed to have beneficially owned approximately 0.3% of the Common Stock of the Issuer outstanding. Such percentages are based on 465,126,583 shares of Common Stock outstanding as of June 30, 2025, based on information disclosed in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on August 6, 2025.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
As of June 30, 2025, each of the Reporting Persons may have been deemed to have had sole power to vote or to direct the vote of 0 shares of Common Stock.
(ii) Shared power to vote or to direct the vote:
As of June 30, 2025, each of Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC may have been deemed to have had shared power to vote or to direct the vote of 29,130,491 shares of Common Stock. As of June 30, 2025, each of 93 RSC and 85 RSC may have been deemed to have had shared power to vote or to direct the vote of 27,673,966 shares of Common Stock. As of June 30, 2025, Fifteenth Investment Company LLC may have been deemed to have had shared power to vote or to direct the vote of 1,456,525 shares of Common Stock.
(iii) Sole power to dispose or to direct the disposition of:
As of June 30, 2025, each of the Reporting Persons may have been deemed to have had sole power to dispose or to direct the disposition of 0 shares of Common Stock.
(iv) Shared power to dispose or to direct the disposition of:
As of June 30, 2025, each of Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC may have been deemed to have had shared power to dispose or to direct the disposition of 29,130,491 shares of Common Stock. As of June 30, 2025, each of 93 RSC and 85 RSC may have been deemed to have had shared power to dispose or to direct the disposition of 27,673,966 shares of Common Stock. As of June 30, 2025, Fifteenth Investment Company LLC may have been deemed to have had shared power to dispose or to direct the disposition of 1,456,525 shares of Common Stock.
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Who filed the Schedule 13G/A for Blue Owl Technology Finance Corp. (OTF)?
The filing was made by Mubadala Investment Company PJSC and affiliated entities: Mamoura Diversified Global Holding PJSC, MIC Capital Management 85 RSC Ltd, MIC Capital Management 93 RSC Ltd, and Fifteenth Investment Company LLC.
How many OTF shares do Mubadala and affiliates beneficially own?
They beneficially own 29,130,491 shares of common stock of Blue Owl Technology Finance Corp.
What percentage of OTF does this holding represent?
The position represents approximately 6.3% of the outstanding common stock, based on 465,126,583 shares outstanding.
Which entities directly hold the reported shares?
MIC Capital Management 93 RSC Ltd directly holds 27,673,966 shares and Fifteenth Investment Company LLC directly holds 1,456,525 shares.
Do the reporting persons claim control or sole voting power over OTF shares?
No. The filing reports 0 shares of sole voting or dispositive power and indicates the reported power is shared for the stated amounts.
Was the stake reported as intended to influence control of the issuer?
No. The certification states the securities were not acquired and are not held to change or influence control of the issuer.
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