RM
Rudius Management LP — 13F Portfolio Changes & Top Buys (Q2 2026)
Rudius Management LPCIK: 0001835407
Concentrated strategySector-focusedMomentum follower
Total reported value
$386.4M
Reporting period: 2026-06-30 · Number of holdings: 7
Rudius Management LP disclosed 7 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $386.4M and a quarterly turnover rate of 33.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 33.36
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 14
- Sizing Uniformity
- 85.18
Rudius Management LP's disclosed holdings carry a Herfindahl concentration index of 0.412 — mathematically equivalent to about 2 equally-sized positions, well below its 7 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.48), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 57.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim ALC
-27.0% -$47.3M
New buy 43849R105
New buy 438516205
New buy FIG
Trim VLTO
+2.5% $6.1M
New buy 00835T107
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VLTO | Veralto CORP | Stock-Industrials | 59.04% | -3.05% | +2.45% | |
| 2 | ALC | Alcon Inc. | Stock-Healthcare | 22.71% | -15.05% | -27.02% | |
| 3 | ✓ | Stock-Other | 7.75% | +7.75% | NEW | ||
| 4 | ✓ | Stock-Other | 6.61% | +6.61% | NEW | ||
| 5 | FIG | Figma Inc-cl A | Stock-Other | 3.79% | +3.79% | NEW | |
| 6 | ✓ | Stock-Other | 0.05% | +0.05% | NEW | ||
| 7 | CERT | Certara Inc | Stock-Other | 0.05% | — | — |
Portfolio Performance
Performance for Q3 2026
+15.9%
Performance Last 4 Quarters
-6.9%
- Stdev
- +16.9%
- Beta
- +0.53
- Alpha
- -8%
- Max Drawdown
- -26.5%
- Annualized Perf
- +1.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +0.22
- Stutzer
- +0.04
- Treynor
- +0.05
- Sterling
- +0.05
- Calmar
- +0.04
- Information Ratio
- -1.05
- Tracking Error
- +16.6%
- Stdev Down
- +11.8%
- Winning Months %
- +52.8%
- Losing Months %
- +47.2%
- Best 12 Months
- +29.9%
- Worst 12 Months
- -18.4%
- Efficiency Ratio
- +0.03
- Sharpe
- +0.15
- Stdev Sectors
- +22.2%
- Skewness
- -0.27
- Kurtosis
- -0.52
- Upside Potential
- +2.09
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 7 | $386.4M | 33 | ||
| 2026 Q1 | 6 | $357.6M | 26 | ||
| 2025 Q4 | 3 | $461.0M | 6 | ||
| 2025 Q3 | 4 | $476.4M | 14 | ||
| 2025 Q2 | 4 | $472.9M | 0 | ||
| 2025 Q1 | 5 | $486.7M | 100 | ||
| 2024 Q4 | 4 | $430.0M | 0 | ||
| 2024 Q3 | 8 | $500.0M | 0 | ||
| 2024 Q2 | 8 | $460.8M | 0 | ||
| 2024 Q1 | 7 | $449.7M | 0 | ||
| 2023 Q4 | 7 | $351.1M | 0 | ||
| 2023 Q3 | 7 | $183.1M | 0 | ||
| 2023 Q2 | 5 | $184.9M | 0 | ||
| 2023 Q1 | 5 | $162.8M | 0 | ||
| 2022 Q4 | 4 | $150.7M | 0 | ||
| 2022 Q3 | 4 | $133.1M | 0 | ||
| 2022 Q2 | 4 | $158.4M | 0 | ||
| 2022 Q1 | 5 | $225.9M | 0 | ||
| 2021 Q4 | 5 | $260.0M | 0 | ||
| 2021 Q3 | 5 | $235.8M | 0 | ||
| 2021 Q2 | 5 | $218.3M | 83 | ||
| 2021 Q1 | 4 | $155.0M | 63 | ||
| 2020 Q4 | 3 | $80.8M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Rudius Management LP's most significant position changes for 2026-06-30: New buy: ; New buy: ; New buy: Figma Inc-cl A (FIG); New buy: ; Sold out: Solventum CORP (SOLV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +7.8% | NEW | New buy | |
| 2 | ✓ | +6.6% | NEW | New buy | |
| 3 | FIG | Figma Inc-cl A | +3.8% | NEW | New buy |
| 4 | ✓ | +0.1% | NEW | New buy | |
| 5 | CERT | Certara Inc | — | — | Unchanged |
| 6 | SPOT | Spotify Technology S.A. | 0% | EXIT | Sold out |
| 7 | VEEV | Veeva Systems Inc-class A | 0% | EXIT | Sold out |
| 8 | SOLV | Solventum CORP | 0% | EXIT | Sold out |
| 9 | VLTO | Veralto CORP | -3.1% | +2.45% | Add |
| 10 | ALC | Alcon Inc. | -15.1% | -27.02% | Trim |
Filing History
FAQ
What is Rudius Management LP and what type of investor is it?
Rudius Management LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $386.4M, spread across 7 disclosed positions.
What are Rudius Management LP's largest equity positions?
Based on the latest 13F filing, Rudius Management LP's top holdings by market value are:
1. Veralto CORP (VLTO) — $228.2M (59.0%)
2. Alcon Inc. (ALC) — $87.8M (22.7%)
3. — $29.9M (7.8%)
4. — $25.5M (6.6%)
5. Figma Inc-cl A (FIG) — $14.6M (3.8%)
What changes did Rudius Management LP make in its most recent portfolio filing?
In the latest reported quarter, Rudius Management LP made 9 notable position adjustments: 4 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: ; New buy: ; New buy: Figma Inc-cl A (FIG); New buy: ; Sold out: Solventum CORP (SOLV)
What sectors does Rudius Management LP focus on?
Rudius Management LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 72.2%
• Health Care: 27.8%
Investment Profile
Rudius Management LP returned an annualized 1.2% over the trailing 36 months — underperforming the S&P 500 by 8.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.53 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 72.2% of the portfolio concentrated in Industrials.
Its turnover score has risen from 0 to 33 over the past 4 quarters — a shift toward more active trading.
It has trimmed its ALC position for two straight quarters, cutting it by $81.3M while still holding $87.8M.
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LA
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2C
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Developer Access
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