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Rudius Management LP

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13F filer, CIK 1835407, NEW YORK, NY

Rudius Management LP reported $357,607,455 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001835407-26-000003

Period
2026-03-31
Reported value
$358M
Holdings
6
Top 10 weight
100%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CERTnew+28,600$163K
SOLVnew+2,355$154K
SPOTnew+210$102K
VEEVnew+535$94K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VLTOreduced-414,139-$36.6M
ALCreduced-353,290-$26.6M
SUNexited-33-$1.73K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001835407-26-000003, largest first. % of portfolio is the value over $357,607,455, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453,129 shares; 2024Q4: 2,464,849 shares; 2025Q1: 2,840,270 shares; 2025Q2: 2,845,270 shares; 2025Q3: 2,845,270 shares; 2025Q4: 2,925,413 shares; 2026Q1: 2,511,274 shares 2,511,274$222M62.09%-414,139Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698,192 shares; 2024Q4: 1,974,804 shares; 2025Q1: 2,024,768 shares; 2025Q2: 1,982,541 shares; 2025Q3: 2,171,741 shares; 2025Q4: 2,145,566 shares; 2026Q1: 1,792,276 shares 1,792,276$135M37.76%-353,290Timeline
CERTCERTARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,600 shares 28,600$163K0.05%newTimeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,355 shares 2,355$154K0.04%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210$102K0.03%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 535 shares 535$94K0.03%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUNSUNOCO LP/SUNOCO FIN CORP33$1.73Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001835407-26-000003 base2026-05-14acceptance time not in the bulk data set