Rubicon Founders LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Rubicon Founders LLC reported 3 stock positions worth $196.4 million. Its top holding was Privia Health (PRVA) at 78.2% of the portfolio, followed by Evolent Health Class A (EVH, 16.0%) and Agilon Health (AGL, 5.7%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was Privia Health (PRVA, shares +0%) and the biggest sale Agilon Health (AGL, shares −58%).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0002032489
Portfolio Value
$196.4M (Q2 2026)
SEC Filing
0002032489-26-000017 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $102.1M Q1 2024 Q2 2024: $100.3M Q2 2024 Q3 2024: $105.1M Q3 2024 Q4 2024: $112.9M Q4 2024 Q1 2025: $162.6M Q1 2025 Q2 2025: $212.8M Q2 2025 Q3 2025: $199.4M Q3 2025 Q4 2025: $164.5M Q4 2025 Q1 2026: $137.6M Q1 2026 Q2 2026: $196.4M $196.4M Q2 2026

Holdings 3 stocks · $196.4M
PRVA Privia Health Group Inc. 78.21% 5,971,079 $153.6M Add +0.4%
EVH Evolent Health Inc. Class A 16.05% 5,816,123 $31.5M No change
AGL Agilon Health Inc. 5.75% 105,341 $11.3M Reduce -58.1%

Portfolio Sells Q1 2026 → Q2 2026
AGL Agilon Health Inc. Reduce -58.1% 5.75% +4.30

Portfolio Buys Q1 2026 → Q2 2026
PRVA Privia Health Group Inc. Add +0.4% 78.21% −10.71

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$196.4MPRVA, EVH, AGL
Q1 2026 3$137.6MPRVA, EVH, AGL
Q4 2025Amended 3$164.5MPRVA, EVH, AGL
Q3 2025Amended 3$199.4MPRVA, EVH, AGL
Q2 2025Amended 3$212.8MPRVA, EVH, AGL
Q1 2025Amended 3$162.6MPRVA, AGL, EVH
Q4 2024 1$112.9MPRVA
Q3 2024 1$105.1MPRVA
Q2 2024 1$100.3MPRVA
Q1 2024 1$102.1MPRVA