Rudius Management LP 13F Holdings · Q2 2026
Rudius Management LP reported 7 securities worth $386.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VLTO (59.04%), ALC (22.71%), HONA (7.75%). Among its top 25 positions this quarter: 4 new, 1 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLTO | VERALTO CORP | $228.2M | 59.04% | 2.6M | Added |
| 2 | ALC | ALCON AG | $87.8M | 22.71% | 1.3M | Trimmed |
| 3 | HONA | HONEYWELL AEROSPACE INC | $29.9M | 7.75% | 135,444 | New |
| 4 | HON | HONEYWELL INTL INC | $25.5M | 6.61% | 114,077 | New |
| 5 | FIG | FIGMA INC | $14.6M | 3.79% | 808,954 | New |
| 6 | AVEX | AEVEX CORP | $208,816 | 0.05% | 9,996 | New |
| 7 | CERT | CERTARA INC | $187,330 | 0.05% | 28,600 | Hold |
| 8 | SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | Exited |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | Exited |
| 10 | VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR