Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rudius Management LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Rudius Management LP (CIK 1835407) reported $357.6M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VLTO ($222.0M, 62.09%), ALC ($135.0M, 37.76%), CERT ($163,020, 0.05%), SOLV ($153,782, 0.04%), VEEV ($93,978, 0.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VLTOVERALTO CORP$222.0M62.09%2.5MTrimmed
2ALCALCON AG$135.0M37.76%1.8MTrimmed
3CERTCERTARA INC$163,0200.05%28,600New
4SOLVSOLVENTUM CORP$153,7820.04%2,355New
5VEEVVEEVA SYS INC$93,9780.03%535New
6SPOTSPOTIFY TECHNOLOGY S A$101,8310.03%210New
7SUNSUNOCO$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31