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Rubicon Founders LLC

CIK 2032489 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Rubicon Founders LLC reported 3 US-listed holdings worth $196.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Privia Health Group, Inc. (78.2%), Evolent Health Inc. (16.0%) and agilon health, Inc. (5.7%). Against the quarter before, it opened 0 positions, added to 1, trimmed 1 and sold out of 0.

Reported holdings$196.4M+42.8% on Q1 2026
Positions3as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
PRVA78.2%EVH16.0%AGL5.7%

The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $105.1 million in 1 positions$105MQ3 24Q4 2024: $112.9 million in 1 positions$113MQ4 24Q1 2025: $162.6 million in 3 positions$163MQ1 25Q2 2025: $212.8 million in 3 positions$213MQ2 25Q3 2025: $6.67 billion in 3 positions$6.67BQ3 25Q4 2025: $4.49 billion in 3 positions$4.49BQ4 25Q1 2026: $137.6 million in 3 positions$138MQ1 26Q2 2026: $196.4 million in 3 positions$196MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 1Held 1Trimmed 1
Added: 1Held: 1Trimmed: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 1

  1. Privia Health Group, Inc. PRVA+22,415 shares · +0%

Trimmed 1

  1. agilon health, Inc. AGL-146,354 shares · -58%

What it holds

CompanySharesValueOf its bookChange in shares
Privia Health Group, Inc. PRVA6.0M$153.6 million78.21%+22.4K
Evolent Health Inc. EVH5.8M$31.5 million16.05%no change
agilon health, Inc. AGL105.3K$11.3 million5.75%-146.4K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.