Rudius Management LP Concentrated Active

Location: New York, NY

CIK: 0001835407 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $358M (100.0% shares, 0.0% debt)

Holdings (6)

VLTO VERALTO CORP 62.1%

Value $222M Shares 2,511,274 Est. Cost $80.20 Unrealized +21.6%

ALC ALCON AG 37.8%

Value $135M Shares 1,792,276 Est. Cost $70.19 Unrealized +14.7%

CERT CERTARA INC 0.0%

Value $163K Shares 28,600 Est. Cost $8.27 Unrealized 0.0%

SOLV SOLVENTUM CORP 0.0%

Value $154K Shares 2,355 Est. Cost $78.39 Unrealized 0.0%

SPOT SPOTIFY TECHNOLOGY S A 0.0%

Value $102K Shares 210 Est. Cost $497.31 Unrealized 0.0%

VEEV VEEVA SYS INC 0.0%

Value $93,978 Shares 535 Est. Cost $203.93 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VLTO	VERALTO CORP	2,511,274	$222M	62.1%	$80.20	+21.6%	COM SHS	92338C103
ALC	ALCON AG	1,792,276	$135M	37.8%	$70.19	+14.7%	ORD SHS	H01301128
CERT	CERTARA INC	28,600	$163K	0.0%	$8.27	0.0%	COM	15687V109
SOLV	SOLVENTUM CORP	2,355	$154K	0.0%	$78.39	0.0%	COM SHS	83444M101
SPOT	SPOTIFY TECHNOLOGY S A	210	$102K	0.0%	$497.31	0.0%	SHS	L8681T102
VEEV	VEEVA SYS INC	535	$93,978	0.0%	$203.93	0.0%	CL A COM	922475108