Rudius Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rudius Management LP disclosed 6 US equity positions worth $357.6m in its Q1 2026 13F filing. The largest position was VLTO at 62.1% of the reported book, followed by ALC and CERT.
What did Rudius Management LP own in Q1 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VLTO VERALTO CORP | Industrials | 62.1% | $222.0m | 2,511,274 | – | |
| 2 | ALC ALCON AG | Healthcare | 37.8% | $135.0m | 1,792,276 | – | |
| 3 | CERT CERTARA INC | Healthcare | 0.0% | $163.0k | 28,600 | – | |
| 4 | SOLV SOLVENTUM CORP | Healthcare | 0.0% | $153.8k | 2,355 | – | |
| 5 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.0% | $101.8k | 210 | – | |
| 6 | VEEV VEEVA SYS INC | Healthcare | 0.0% | $94.0k | 535 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.