Rudius Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Rudius Management LP reported 6 stock positions worth $357.6 million. Its top holding was Veralto (VLTO) at 62.1% of the portfolio, followed by Alcon (ALC, 37.8%) and Certara (CERT, 0.0%). Compared with Q4 2025, it opened 4 new positions, sold out of 1 and reduced 2. The biggest buy was a new position in Certara (CERT) and the biggest sale Veralto (VLTO, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $357.6M (Q1 2026)
- SEC Filing
- 0001835407-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 6 stocks · $357.6M
| VLTO Veralto Corp. | 62.09% | 2,511,274 | $222.0M | Reduce -14.2% |
| ALC Alcon Inc. filed as ALCON AG | 37.76% | 1,792,276 | $135.0M | Reduce -16.5% |
| CERT Certara Inc. | 0.05% | 28,600 | $163K | New |
| SOLV Solventum Corp. | 0.04% | 2,355 | $154K | New |
| SPOT Spotify Technology SA | 0.03% | 210 | $102K | New |
| VEEV Veeva Systems Inc. Class A | 0.03% | 535 | $94K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $386.4M | VLTO, ALC, HONA, HON, FIG |
| Q1 2026 | 6 | $357.6M | VLTO, ALC, CERT, SOLV, SPOT |
| Q4 2025 | 3 | $461.0M | VLTO, ALC, SUN |
| Q3 2025 | 4 | $476.4M | VLTO, ALC, RTO, SUN |
| Q2 2025 | 4 | $472.9M | VLTO, ALC, RTO, SUN |
| Q1 2025 | 5 | $486.7M | VLTO, ALC, RTO, ECG, SUN |
| Q4 2024 | 4 | $430.0M | VLTO, ALC, RTO, SUN |
| Q3 2024 | 8 | $500.0M | VLTO, ALC, VRSK, RTO, CLVT |
| Q2 2024 | 8 | $460.8M | VLTO, ALC, VRSK, KVUE, RTO |
| Q1 2024 | 7 | $449.7M | VLTO, ALC, KVUE, VRSK, RTO |