Rubicon Founders LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Rubicon Founders LLC reported 3 stock positions worth $212.8 million. Its top holding was Privia Health (PRVA) at 62.4% of the portfolio, followed by Evolent Health Class A (EVH, 30.8%) and Agilon Health (AGL, 6.8%). Compared with Q1 2025, it added to 2. The biggest buy was Evolent Health Class A (EVH, shares +790%).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0002032489
Portfolio Value
$212.8M (Q2 2025)
SEC Filing
0002032489-25-000007 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $212.8M $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 · $212.8M
PRVA Privia Health Group Inc. 62.42% 5,773,522 $132.8M No change
EVH Evolent Health Inc. Class A 30.78% 5,816,123 $65.5M Add +790.0%
AGL Agilon Health Inc. 6.80% 6,292,396 $14.5M Add +1.6%

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
EVH Evolent Health Inc. Class A Add +790.0% 30.78% +26.98
AGL Agilon Health Inc. Add +1.6% 6.80% −9.68

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