Rudius Management LP
Top Portfolio Positions
6 positions ·
$357,607,453 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VLTO |
Veralto Corp
Industrials
|
2,511,274 | $222,046,847 | 62.09% | |
| ALC |
Alcon Inc
Healthcare
|
1,792,276 | $135,047,996 | 37.76% | |
| CERT |
Certara, Inc.
Healthcare
|
28,600 | $163,020 | 0.05% | |
| SOLV |
Solventum Corp
Healthcare
|
2,355 | $153,781 | 0.04% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
210 | $101,831 | 0.03% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
535 | $93,978 | 0.03% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ALC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,047,996 | 1,792,276 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $169,092,056 | 2,145,566 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $161,816,421 | 2,171,741 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $175,018,719 | 1,982,541 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $192,211,226 | 2,024,768 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $167,641,111 | 1,974,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $169,938,073 | 1,698,192 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $151,274,943 | 1,698,192 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $144,532,803 | 1,735,296 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $133,342,793 | 1,706,897 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $124,357,270 | 1,613,772 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $132,506,818 | 1,613,772 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,173,877 | 1,646,922 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $113,656,585 | 1,658,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $95,633,724 | 1,643,756 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $114,882,106 | 1,643,756 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $130,399,163 | 1,643,756 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $143,204,022 | 1,643,756 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $132,009,908 | 1,640,486 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $111,185,817 | 1,582,491 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $97,981,105 | 1,396,140 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,740,268 | 1,193,396 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||