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Mithril II GP’s BlackSky Technology BKSY Stock Holding History

Mithril II GP’s Portfolio BKSY Stock Details BKSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$20.8M Hold
1,030,175
– – 32.19% 2
2025
Q2 		$21.2M Hold
1,030,175
– – 72.51% 1
2025
Q1 		$7.96M Hold
1,030,175
– – 53.92% 1
2024
Q4 		$11.1M Buy
+1,030,175
New +$8.82M 69.05% 1

Other funds holding BKSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mithril II GP's BKSY Position: Q3 2025 in Review

Mithril II GP held its BlackSky Technology (BKSY) position steady in Q3 2025 at 1,030,175 shares worth $20.8M. The position accounts for 32.19% of the portfolio, ranked #2.

Mithril II GP first reported a position in BKSY in Q4 2024 and has held it in 4 quarters since. The position peaked at $21.2M in Q2 2025. 153 funds tracked by Wall St. Rank hold BKSY as of Q3 2025.

  • Mithril II GP held 1,030,175 shares of BlackSky Technology worth $20.8M as of Q3 2025.
  • Mithril II GP left its BlackSky Technology share count unchanged in Q3 2025.
  • BlackSky Technology made up 32.19% of Mithril II GP's portfolio in Q3 2025, its #2 holding.
  • Mithril II GP first reported a position in BlackSky Technology in Q4 2024 and has held it in 4 quarters since.
  • Mithril II GP's BlackSky Technology position peaked at $21.2M in Q2 2025.
  • 153 funds tracked by Wall St. Rank held BlackSky Technology as of Q3 2025.

Based on Mithril II GP's 13F filing for Q3 2025, filed 12 Nov 2025.