Investor
Rudius Management LP
CIK 0001835407 · filed 2026-05-14 · SEC filing
13F book
$357.6M
Positions
6
4 new · 1 sold
Largest name
62.1%
Veralto Corp · VLTO
Est. mark
−$34.7M
Price effect on 2 names still held. Flow −$68.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Veralto Corp | VLTO | 2.51M | $222M | 62.1% | −$28.5M | Cut−$69.9M |
| Alcon Inc | ALC | 1.79M | $135M | 37.8% | −$6.2M | Cut−$34M |
| Certara, Inc. | CERT | 28.6K | $163K | 0.0% | — | New |
| Solventum Corp | SOLV | 2.35K | $153.8K | 0.0% | — | New |
| Spotify Technology S.A. | SPOT | 210 | $101.8K | 0.0% | — | New |
| Veeva Sys Inc | — | 535 | $94K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.