RF
Rubicon Founders LLC
13F filer · CIK 0002032489Reported 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 freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20263 positions | |||||
| $154M | 78.21% | 4.73% | +0.4% | Q4 2023 | |
| $31.5M | 16.05% | 5.17% | Not reported | Q1 2025 | |
| $11.3M | 5.75% | 0.63% | -58.2% | Q1 2025 | |
| Q1 2026Reported May 15, 20263 positions | |||||
| $122M | 88.92% | 4.73% | +3.0% | Q4 2023 | |
| $13.3M | 9.64% | 5.21% | Not reported | Q1 2025 | |
| $1.99M | 1.45% | 1.52% | 0.0% | Q1 2025 | |
| Q4 2025Reported May 15, 20263 positions | |||||
| $137M | 83.22% | 4.67% | Not reported | Q4 2023 | |
| $23.3M | 14.14% | 5.21% | Not reported | Q1 2025 | |
| $4.33M | 2.63% | 37.93% | Not reported | Q1 2025 | |
| Q3 2025Reported May 15, 20263 positions | |||||
| $144M | 72.08% | 4.70% | Not reported | Q4 2023 | |
| $49.2M | 24.67% | 4.95% | Not reported | Q1 2025 | |
| $6.48M | 3.25% | 1.52% | Not reported | Q1 2025 | |
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