Investor
Rubicon Founders LLC
CIK 0002032489 · filed 2026-05-15 · SEC filing
13F book
$137.6M
Positions
3
Largest name
88.9%
Privia Health Group, Inc. · PRVA
Est. mark
−$26.3M
Price effect on 3 names still held. Flow −$557.6K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Privia Health Group, Inc. | PRVA | 5.95M | $122.4M | 88.9% | −$18.1M | Added−$14.5M |
| Evolent Health, Inc. | EVH | 5.82M | $13.3M | 9.6% | −$10M | Held |
| agilon health, inc. | AGL | 251.7K | $1.99M | 1.4% | $1.82M | Cut−$2.34M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.