Rubicon Founders LLC
•CIK: 2032489•Filing: Q4 2025
**Rubicon Founders LLC** manages $160M across a concentrated portfolio of two key positions. The fund exhibits a significant overweighting in **PRVA**, representing $136.9M of its total assets. A secondary, yet material, allocation is maintained in **EVH** at $23.3M. This structure suggests a highly focused, conviction-driven investment mandate.
Total AUM
$160.2M
QoQ Performance
-23.5%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PRVA
EVH
PRVA85.5%
EVH14.5%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024