Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rudius Management LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Rudius Management LP (CIK 1835407) reported $386.4M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VLTO ($228.2M, 59.04%), ALC ($87.8M, 22.71%), HONA ($29.9M, 7.75%), HON ($25.5M, 6.61%), FIG ($14.6M, 3.79%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VLTOVERALTO CORP$228.2M59.04%2.6MAdded
2ALCALCON AG$87.8M22.71%1.3MTrimmed
3HONAHONEYWELL AEROSPACE INC$29.9M7.75%135,444New
4HONHONEYWELL INTL INC$25.5M6.61%114,077New
5FIGFIGMA INC$14.6M3.79%808,954New
6AVEXAEVEX CORP$208,8160.05%9,996New
7CERTCERTARA INC$187,3300.05%28,600Hold
8SOLVSOLVENTUM CORP$00.00%0Exited
9VEEVVEEVA SYS INC$00.00%0Exited
10SPOTSPOTIFY TECHNOLOGY S A$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30