# Rubicon Founders LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2032489. Source: https://holderbook.com/funds/2032489-rubicon-founders-llc/

- Reported value: $196.4M
- Positions: 3
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PRIVIA HEALTH GROUP INC | [PRVA](https://holderbook.com/stocks/PRVA/) | $153.6M | 5,971,079 | 78.2% | 11 |
| EVOLENT HEALTH INC | [EVH](https://holderbook.com/stocks/EVH/) | $31.5M | 5,816,123 | 16.0% | 6 |
| AGILON HEALTH INC | [AGL](https://holderbook.com/stocks/AGL/) | $11.3M | 105,341 | 5.7% | 6 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $196.4M | 3 |
| Q1 2026 | $137.6M | 3 |
| Q4 2025 | $4.5B | 3 |
| Q3 2025 | $6.7B | 3 |
| Q2 2025 | $14.7B | 3 |
| Q1 2025 | $162.6M | 3 |
| Q4 2024 | $112.9M | 1 |
| Q3 2024 | $105.1M | 1 |
| Q2 2024 | $100.3M | 1 |
| Q1 2024 | $102.1M | 1 |
| Q4 2023 | $120.0M | 1 |