Arkolith/Funds/Rubicon Founders LLC

Rubicon Founders LLC

CIK 2032489
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Rubicon Founders LLC holds a concentrated book of 3 stocks worth $137.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Agilon Health Inc. Their largest long position is Privia Health Group Inc at 89% of the equity book.

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Use Arkolith to show Rubicon Founders LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
1
existing
Trimmed
1
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Health Care
89%
Industrials
10%
ETF / fund or unclassified
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • AGILON HEALTH INC
    ▼−96%$47.8M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3 positions
#SecurityValueShares% PortLast moveHistory
No holdings ingested yet
Showing 0 of 3 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20263$137.6M13F-HR
Q4 2025Dec 31, 2025May 15, 20263$4.5B13F-HR/A
Q3 2025Sep 30, 2025May 15, 20263$6.7B13F-HR/A
Q2 2025Jun 30, 2025May 15, 20264$14.7B13F-HR/A
Q1 2025Mar 31, 2025May 15, 20264$26.9B13F-HR/A
Q4 2024Dec 31, 2024Feb 12, 20251$112.9M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241$105.1M13F-HR
Q2 2024Jun 30, 2024Nov 14, 20241$100.3M13F-HR
Q1 2024Mar 31, 2024Nov 14, 20241$102.1M13F-HR
Q4 2023Dec 31, 2023Nov 14, 20241$120.0M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 17, 202613F-HR · superseded
  • Q3 2025 · filed Nov 14, 202513F-HR · superseded
  • Q2 2025 · filed Nov 17, 202513F-HR/A · superseded
  • Q2 2025 · filed Aug 14, 202513F-HR · superseded
  • Q1 2025 · filed Nov 17, 202513F-HR/A · superseded
  • Q1 2025 · filed May 15, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.