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Institutional

Rubicon Founders LLC

CIK 0002032489
$137.6M
Reported AUM
3
Positions
Q1 2026
Period
2026-05-15
Filed

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.

Portfolio · Q1 2026

PRVA$122.4MEVH$13.3MRL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1PRVAPRIVIA HEALTH GROUP INC$21.631.22%-6.73%-47.88%$122.4M88.92%+175,142+3.0%
2EVHEVOLENT HEALTH INC$4.22-3.65%-49.34%-81.60%$13.3M9.64%—HELD
3—AGILON HEALTH INC————$2.0M1.45%+251,695NEW

Source: SEC EDGAR · accession 0002032489-26-000012. 13F discloses long positions only — shorts, foreign equities, and options are excluded.