SCHEDULE: Mubadala Group Discloses 6.3% Stake in Blue Owl Tech Finance

Mubadala Investment Company PJSC and its subsidiaries have reported a collective beneficial ownership of 6.3% in Blue Owl Technology Finance Corp. common stock.

Summary

• Mubadala Investment Company PJSC and its subsidiaries, including Mamoura Diversified Global Holding PJSC, MIC Capital Management 85 RSC Ltd, MIC Capital Management 93 RSC Ltd, and Fifteenth Investment Company LLC, have filed an Amendment No. 2 to Schedule 13G.
• The filing discloses beneficial ownership of common stock in Blue Owl Technology Finance Corp. (the "Issuer").
• As of September 30, 2025, Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC each beneficially owned 29,130,491 shares, representing approximately 6.3% of the Issuer's outstanding common stock.
• MIC Capital Management 85 RSC Ltd and MIC Capital Management 93 RSC Ltd each beneficially owned 24,760,917 shares, representing approximately 5.3% of the Issuer's outstanding common stock.
• Fifteenth Investment Company LLC beneficially owned 4,369,574 shares, representing approximately 0.9% of the Issuer's outstanding common stock.
• The percentages are based on 466,464,720 shares of common stock outstanding as of September 30, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on November 5, 2025.
• All reporting persons hold shared voting and dispositive power over their respective beneficially owned shares, with no sole voting or dispositive power.
• The reporting persons certified that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the Issuer.

Sentiment

Score: 6

Explanation: The filing is a routine disclosure of a significant institutional ownership stake, which is generally a positive signal of investor confidence, but it does not contain new performance data or strategic announcements to significantly alter sentiment.

Positives

• A significant institutional investor, Mubadala Investment Company PJSC, maintains a substantial stake, indicating continued confidence in Blue Owl Technology Finance Corp.
• The passive nature of the investment, as certified, suggests a long-term holding strategy rather than an activist intent, which can be viewed positively by existing management and shareholders.

Future Outlook

NA

Industry Context

Mubadala Investment Company PJSC is a prominent sovereign wealth fund of the United Arab Emirates, known for its diversified global investment portfolio. Its significant stake in Blue Owl Technology Finance Corp. reflects a strategic interest in the financial sector, particularly in technology finance, aligning with broader trends of institutional capital flowing into specialized lending and alternative asset management.

Stakeholder Impact

• Shareholders may view the continued significant stake by a major institutional investor like Mubadala as a sign of stability and long-term confidence in Blue Owl Technology Finance Corp.

Key Dates

Keywords

Blue Owl Technology Finance Corp, Mubadala Investment Company, Mamoura Diversified Global Holding, MIC Capital Management, Fifteenth Investment Company, Schedule 13G, beneficial ownership, common stock, institutional investor, SEC filing, passive investment