Rubicon Founders LLC — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Rubicon Founders LLCholdings as filed

Filed 2026-05-15 · accession 0002032489-26-000012

$137.6M

Reported value

Positions

2026-03-31

Period end

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The Brief · Rubicon Founders LLC · Q1 2026

AI · grounded in 13F

Rubicon Founders LLC established a new position in AGILON HEALTH INC valued at $1.99M. The fund also increased its stake in Privia Health Group Inc PRVA by 3.03%. These moves brought the fund's total position count to 3 with total assets under management of $137.62M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
74276R102	PRVA	PRIVIA HEALTH GROUP INC	$122.4M	88.9%	5,948,664	Common	SOLE
30050B101	EVH	EVOLENT HEALTH INC	$13.3M	9.64%	5,816,123	Common	SOLE
00857U107	—	AGILON HEALTH INC	$2.0M	1.45%	251,695	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.