Rubicon Founders LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Rubicon Founders LLC reported 3 stock positions worth $137.6 million. Its top holding was Privia Health (PRVA) at 88.9% of the portfolio, followed by Evolent Health Class A (EVH, 9.6%) and Agilon Health (AGL, 1.4%). Compared with Q4 2025, it added to 1 and reduced 1. The biggest buy was Privia Health (PRVA, shares +3%) and the biggest sale Agilon Health (AGL, shares −96%).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0002032489
Portfolio Value
$137.6M (Q1 2026)
SEC Filing
0002032489-26-000012 ↗ filed May 15, 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 $137.6M Q1 2026 Q2 2026: $196.4M Q2 2026

Holdings 3 stocks · $137.6M
PRVA Privia Health Group Inc. 88.92% 5,948,664 $122.4M Add +3.0%
EVH Evolent Health Inc. Class A 9.64% 5,816,123 $13.3M No change
AGL Agilon Health Inc. 1.45% 251,695 $2.0M Reduce -96.0%

Portfolio Sells Q4 2025 → Q1 2026
AGL Agilon Health Inc. Reduce -96.0% 1.45% −1.19

Portfolio Buys Q4 2025 → Q1 2026
PRVA Privia Health Group Inc. Add +3.0% 88.92% +5.70

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