Rubicon Founders LLC 13F holdings
Rubicon Founders LLC reported 3 positions with a total reported value of $196.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PRVA PRIVIA HEALTH GROUP INC (78.2%), EVH EVOLENT HEALTH INC (16.0%), AGL AGILON HEALTH INC (5.7%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
3 largest of 3 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PRVA PRIVIA HEALTH GROUP INC | 5,971,079 | $153.6M | 78.2% |
| EVH EVOLENT HEALTH INC | 5,816,123 | $31.5M | 16.0% |
| AGL AGILON HEALTH INC | 105,341 | $11.3M | 5.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PRVA PRIVIA HEALTH GROUP INC | 5,948,664 | 5,971,079 | +0.4% | $153.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AGL AGILON HEALTH INC | 251,695 | 105,341 | -58.1% | $11.3M |
CIK 2032489 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
