Rudius Management LP

Portfolio Overview

Rudius Management LP disclosed 6 positions worth $357.6M in its Form 13F-HR for Q1 2026, led by $VLTO (Veralto Corp) at 62.1% of the equity portfolio, followed by $ALC and $CERT. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $CERT and a full exit from $SUN. The portfolio is most concentrated in Technology (62.2% of disclosed assets). All figures are sourced directly from Rudius Management LP’s Form 13F-HR filing with the SEC under CIK 1835407.

• 

  Veralto Corp

  $VLTO

  74.4#162

  Quality

  $222.0M2,511,274 sh
• 

  ALCON INC

  $ALC

  —

  Quality

  $135.0M1,792,276 sh
• 

  Certara, Inc.

  $CERT

  47.0#1,620

  Quality

  $163.0K28,600 sh
• 

  Solventum Corp

  $SOLV

  55.7

  Quality

  $153.8K2,355 sh
• 

  Spotify Technology S.A.

  $SPOT

  —

  Quality

  $101.8K210 sh
• 

  VEEVA SYSTEMS INC

  $VEEV

  77.8

  Quality

  $94.0K535 sh

Company	Quality	Value	Shares
Veralto Corp$VLTO	74.4#162	$222.0M	2,511,274
ALCON INC$ALC	—	$135.0M	1,792,276
Certara, Inc.$CERT	47.0#1,620	$163.0K	28,600
Solventum Corp$SOLV	55.7	$153.8K	2,355
Spotify Technology S.A.$SPOT	—	$101.8K	210
VEEVA SYSTEMS INC$VEEV	77.8	$94.0K	535

Showing top 6 of 6 holdings.

Full Holdings — Rudius Management LP (Q1 2026)

All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$VLTO	Veralto Corp	$222.0M	62.1%	-14%	74.4
2	$ALC	ALCON INC	$135.0M	37.8%	-16%	—
3	$CERT	Certara, Inc.	$163,020	0.1%	NEW	47
4	$SOLV	Solventum Corp	$153,782	0.0%	NEW	55.7
5	$SPOT	Spotify Technology S.A.	$101,831	0.0%	NEW	—
6	$VEEV	VEEVA SYSTEMS INC	$93,978	0.0%	NEW	77.8