Rubicon Founders LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Rubicon Founders LLC reported 3 stock positions worth $164.5 million. Its top holding was Privia Health (PRVA) at 83.2% of the portfolio, followed by Evolent Health Class A (EVH, 14.1%) and Agilon Health (AGL, 2.6%). Its holdings were unchanged from Q3 2025.

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0002032489
Portfolio Value
$164.5M (Q4 2025)
SEC Filing
0002032489-26-000001 ↗ filed Feb 17, 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 $164.5M Q4 2025 Q1 2026: $137.6M Q1 2026 Q2 2026: $196.4M Q2 2026

Holdings 3 stocks · $164.5M
PRVA Privia Health Group Inc. 83.22% 5,773,522 $136.9M No change
EVH Evolent Health Inc. Class A 14.14% 5,816,123 $23.3M No change
AGL Agilon Health Inc. 2.63% 6,292,396 $4.3M No change

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
None this quarter.

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