1y return−13.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $80 against $157 in the S&P 500.2
Rubicon Founders LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PRVAPrivia Health Group Inc | $153.6M | 78.2% | |
| EVHEvolent Health Inc | $31.5M | 16.0% | |
| Agilon Health IncCUSIP 00857U107 | $11.3M | 5.7% | −58.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PRVAPrivia Health Group Inc | December 31, 2023 | +11.7% | $153.6M |
| EVHEvolent Health Inc | March 31, 2025 | −42.8% | $31.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +36.1% | +14.8% |
| March 31, 2026 | −17.6% | −4.6% |
| December 31, 2025 | −17.5% | +2.4% |
| September 30, 2025 | −6.3% | +7.8% |
| June 30, 2025 | −5.1% | +10.5% |
| March 31, 2025 | +14.8% | −4.6% |
| December 31, 2024 | +7.4% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | −11.3% | +4.0% |
| March 31, 2024 | −14.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rubicon Founders LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2032489&type=13F-HR&dateb=&owner=include&count=40CIK 2032489
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2032489/000203248926000017/Filed August 14, 2026 · accession 0002032489-26-000017