Rubicon Founders LLC reported 3 positions worth $196.45M for the quarter ended Jun 30, 2026, up 42.8% on the prior quarter. It opened 0 new positions, added to 2, trimmed 0 and exited 0. Its largest holding is Privia Health Group, Inc. at 78.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PRVA Privia Health Group, Inc. | Healthcare | 5.97M | $153.64M | 78.21% | +22.4K | +0.4% | Added | 4.73% |
| 2 | EVH Evolent Health, Inc. | Healthcare | 5.82M | $31.52M | 16.05% | 0 | 0.0% | Unchanged | 5.17% |
| 3 | AGL agilon health, inc. | Healthcare | 105.3K | $11.29M | 5.75% | +95.3K | +946.3% | Added | 0.63% |
Tip. Select a row to see that position’s full history at Rubicon Founders.
As of its Q2 2026 13F filing, Rubicon Founders LLC’s five largest positions were Privia Health Group, Inc. (PRVA) at 78.2%, Evolent Health, Inc. (EVH) at 16.0%, agilon health, inc. (AGL) at 5.7% of the reported portfolio.
Rubicon Founders LLC reported a 13F portfolio worth $196.45M across 3 positions for Q2 2026. That is up 42.8% from the previous quarter.
Its largest purchases by value were agilon health, inc. ($10.21M), Privia Health Group, Inc. ($576.74K). It opened 0 new positions.
From the Form 13F-HR reports Rubicon Founders LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.