Rudius Management LP reported 7 positions worth $386.43M for the quarter ended Jun 30, 2026, up 8.1% on the prior quarter. It opened 4 new positions, added to 1, trimmed 1 and exited 3. Its largest holding is Veralto Corp at 59% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VLTO Veralto Corp | Industrials | 2.57M | $228.16M | 59.04% | +61.5K | +2.5% | Added | 1.04% |
| 2 | ALC Alcon Inc | Healthcare | 1.31M | $87.76M | 22.71% | -484.4K | -27.0% | Reduced | 0.27% |
| 3 | HONA Honeywell Aerospace Inc. | Industrials | 135.4K | $29.94M | 7.75% | +135.4K | – | New | 0.04% |
| 4 | HON Honeywell International Inc | Industrials | 114.1K | $25.54M | 6.61% | +114.1K | – | New | 0.04% |
| 5 | FIG Figma, Inc. | Technology | 809.0K | $14.63M | 3.79% | +809.0K | – | New | 0.18% |
| 6 | AVEX AEVEX Corp. | Industrials | 9,996 | $208.82K | 0.054% | +9,996 | – | New | 0% |
| 7 | CERT Certara, Inc. | Technology | 28.6K | $187.33K | 0.048% | 0 | 0.0% | Unchanged | 0.02% |
Tip. Select a row to see that position’s full history at Rudius Management.
As of its Q2 2026 13F filing, Rudius Management LP’s five largest positions were Veralto Corp (VLTO) at 59.0%, Alcon Inc (ALC) at 22.7%, Honeywell Aerospace Inc. (HONA) at 7.7%, Honeywell International Inc (HON) at 6.6%, Figma, Inc. (FIG) at 3.8% of the reported portfolio.
Rudius Management LP reported a 13F portfolio worth $386.43M across 7 positions for Q2 2026. That is up 8.1% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($29.94M), Honeywell International Inc ($25.54M), Figma, Inc. ($14.63M). It opened 4 new positions.
Its largest sales by value were Alcon Inc ($32.50M), Solventum Corp ($153.78K), Spotify Technology S.A. ($101.83K). It exited 3 positions entirely.
From the Form 13F-HR reports Rudius Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.