本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Rudius Management LP (CIK 1835407) reported $386.4M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VLTO ($228.2M, 59.04%), ALC ($87.8M, 22.71%), HONA ($29.9M, 7.75%), HON ($25.5M, 6.61%), FIG ($14.6M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLTO | VERALTO CORP | $228.2M | 59.04% | 2.6M | Added |
| 2 | ALC | ALCON AG | $87.8M | 22.71% | 1.3M | Trimmed |
| 3 | HONA | HONEYWELL AEROSPACE INC | $29.9M | 7.75% | 135,444 | New |
| 4 | HON | HONEYWELL INTL INC | $25.5M | 6.61% | 114,077 | New |
| 5 | FIG | FIGMA INC | $14.6M | 3.79% | 808,954 | New |
| 6 | AVEX | AEVEX CORP | $208,816 | 0.05% | 9,996 | New |
| 7 | CERT | CERTARA INC | $187,330 | 0.05% | 28,600 | Hold |
| 8 | SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | Exited |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | Exited |
| 10 | VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30