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Rubicon Founders LLC

13F filer · CIK 0002032489
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$196MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$15.1MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20263 positions
PRVAPrivia Health Group, Inc.$154M78.21%4.73%+0.4%Q4 2023
EVHEvolent Health, Inc.$31.5M16.05%5.17%Not reportedQ1 2025
AGLagilon health, inc.$11.3M5.75%0.63%-58.2%Q1 2025
Q1 2026Reported May 15, 20263 positions
PRVAPrivia Health Group, Inc.$122M88.92%4.73%+3.0%Q4 2023
EVHEvolent Health, Inc.$13.3M9.64%5.21%Not reportedQ1 2025
AGLagilon health, inc.$1.99M1.45%1.52%0.0%Q1 2025
Q4 2025Reported May 15, 20263 positions
PRVAPrivia Health Group, Inc.$137M83.22%4.67%Not reportedQ4 2023
EVHEvolent Health, Inc.$23.3M14.14%5.21%Not reportedQ1 2025
AGLagilon health, inc.$4.33M2.63%37.93%Not reportedQ1 2025
Q3 2025Reported May 15, 20263 positions
PRVAPrivia Health Group, Inc.$144M72.08%4.70%Not reportedQ4 2023
EVHEvolent Health, Inc.$49.2M24.67%4.95%Not reportedQ1 2025
AGLagilon health, inc.$6.48M3.25%1.52%Not reportedQ1 2025
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