Mithril II GP LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Mithril II GP LP reported 2 stock positions worth $16.1 million. Its top holding was Blacksky Technology (BKSY) at 69.1% of the portfolio, followed by Invivyd (IVVD, 30.9%).

Most Recent 13F
Q3 2025
Location
AUSTIN, TX
CIK
0001878232
Portfolio Value
$16.1M (Q4 2024)
SEC Filing
0000950123-25-002798 ↗ filed Feb 14, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $16.1M $16.1M Q4 2024 Q1 2025: $14.8M Q1 2025 Q2 2025: $29.2M Q2 2025 Q3 2025: $64.5M Q3 2025

Holdings 2 stocks · $16.1M
BKSY Blacksky Technology Inc. 69.05% 1,030,175 $11.1M —
IVVD Invivyd Inc. 30.95% 11,241,580 $5.0M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$64.5MFIGR, BKSY, IVVD
Q2 2025 2$29.2MBKSY, IVVD
Q1 2025 2$14.8MBKSY, IVVD
Q4 2024 2$16.1MBKSY, IVVD