Rubicon Founders LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Rubicon Founders LLC reported 3 stock positions worth $162.6 million. Its top holding was Privia Health (PRVA) at 79.7% of the portfolio, followed by Agilon Health (AGL, 16.5%) and Evolent Health Class A (EVH, 3.8%). Compared with Q4 2024, it opened 2 new positions. The biggest buy was a new position in Agilon Health (AGL).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0002032489
Portfolio Value
$162.6M (Q1 2025)
SEC Filing
0002032489-25-000002 ↗ filed May 15, 2025

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 $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 Q2 2026

Holdings 3 stocks · $162.6M
PRVA Privia Health Group Inc. 79.71% 5,773,522 $129.6M No change
AGL Agilon Health Inc. 16.48% 6,190,265 $26.8M New
EVH Evolent Health Inc. Class A 3.81% 653,523 $6.2M New

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
AGL Agilon Health Inc. New 16.48% +16.48
EVH Evolent Health Inc. Class A New 3.81% +3.81

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