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

Mubadala Investment Company and its affiliates have disclosed a 6.3% beneficial ownership stake in Blue Owl Technology Finance Corp. as of June 30, 2025.

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 Co LLC, collectively hold a significant beneficial ownership in Blue Owl Technology Finance Corp.
• As of June 30, 2025, Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC are deemed to beneficially own 29,130,491 shares of Common Stock, representing approximately 6.3% of the outstanding shares.
• MIC Capital Management 85 RSC Ltd and MIC Capital Management 93 RSC Ltd beneficially own 27,673,966 shares, equating to approximately 6.0% of the outstanding shares.
• Fifteenth Investment Co LLC beneficially owns 1,456,525 shares, representing approximately 0.3% of the outstanding shares.
• The percentages are based on 465,126,583 shares of Common Stock outstanding as of June 30, 2025, as reported in Blue Owl Technology Finance Corp.'s Form 10-Q filed on August 6, 2025.
• The ownership is structured such that MIC Capital Management 93 RSC Ltd is a wholly owned subsidiary of MIC Capital Management 85 RSC Ltd, which is a wholly owned subsidiary of Mamoura Diversified Global Holding PJSC, itself a wholly owned subsidiary of Mubadala Investment Company PJSC.

Sentiment

Score: 7

Explanation: The disclosure of a significant passive stake by a major global institutional investor like Mubadala Investment Company is generally viewed positively, indicating confidence in the company's long-term value proposition. The filing itself is a routine regulatory disclosure and does not contain negative operational or financial news.

Positives

• The disclosure of a significant passive stake by a major global investor like Mubadala Investment Company PJSC and its affiliates can be interpreted as a vote of confidence in Blue Owl Technology Finance Corp.'s long-term prospects and stability.
• The investment is explicitly stated not to be for the purpose of changing or influencing control of the issuer, indicating a passive, long-term investment strategy.

Negatives

• The filing itself does not present any negative aspects related to the company's operations or financial health, as it is solely a disclosure of ownership.

Risks

• The filing certifies 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, mitigating risks associated with activist investor intervention.
• The primary risk inherent in this type of passive investment is that the reporting persons do not intend to influence management or strategic direction, meaning their significant stake does not translate into active governance oversight.

Future Outlook

NA

Industry Context

This Schedule 13G filing indicates a significant passive investment by a prominent sovereign wealth fund, Mubadala Investment Company, in Blue Owl Technology Finance Corp. Such disclosures are common for large institutional investors crossing the 5% ownership threshold and signal long-term interest in the company's sector, which in this case is technology finance. The filing reflects a standard regulatory requirement for transparency in significant ownership stakes.

Stakeholder Impact

• Shareholders: The presence of a large, stable institutional investor like Mubadala may provide a sense of stability and long-term confidence in the stock.
• Company Management: A significant passive stake suggests that management can continue to execute its strategy without immediate pressure for control changes from this investor.

Key Dates

Keywords

Blue Owl Technology Finance Corp, Mubadala Investment Company, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Investment Disclosure, Financial Services, Technology Finance