Rubicon Founders Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Rubicon Founders Llc disclosed 3 stock positions valued at approximately $196.45M as of quarter-end June 30, 2026. The largest holdings include PRIVIA HEALTH GROUP INC, EVOLENT HEALTH INC, and AGILON HEALTH INC.

Report Period: June 30, 2026
No. of Stocks: 3
Portfolio Value: $196.45M

Holdings by Sector

Rubicon Founders Llc Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
PRIVIA HEALTH GROUP INC	PRVA	Healthcare	78.21%	5,971,079	+22,415	+0.38%	$153,635,863
EVOLENT HEALTH INC	EVH	Healthcare	16.05%	5,816,123	-	-	$31,523,387
AGILON HEALTH INC	AGL	Healthcare	5.75%	105,341	-146,354	-58.15%	$11,290,448

Showing 3 of 3 holdings in the latest reporting period.