Rudius Management L.P. 13F annual report
Rudius Management L.P. is an investment fund managing more than $461 billion ran by Umit Alptuna. There are currently 8 companies in Alptuna’s portfolio. The largest investments include Veralto Corp and Alcon Ag, together worth $385 billion.
$461 billion Assets Under Management (AUM)
As of 7th August 2024, Rudius Management L.P.’s top holding is 2,453,129 shares of Veralto Corp currently worth over $234 billion and making up 50.8% of the portfolio value.
In addition, the fund holds 1,698,192 shares of Alcon Ag worth $151 billion.
The third-largest holding is Verisk Analytics Inc worth $26.2 billion and the next is Kenvue Inc worth $23.9 billion, with 1,311,894 shares owned.
Currently, Rudius Management L.P.'s portfolio is worth at least $461 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Rudius Management L.P.
The Rudius Management L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Umit Alptuna serves as the CCO/COO/LIMITED PARTNER at Rudius Management L.P..
Recent trades
In the most recent 13F filing, Rudius Management L.P. revealed that it had opened a new position in
Solventum Corp and bought 101,427 shares worth $5.36 billion.
The investment fund also strengthened its position in Rentokil Initial Plc by buying
25,000 additional shares.
This makes their stake in Rentokil Initial Plc total 445,608 shares worth $13.2 billion.
On the other hand, Umit Alptuna disclosed a decreased stake in Veralto Corp by approximately 0.1%.
This leaves the value of the investment at $234 billion and 2,453,129 shares.
One of the average hedge funds
The two most similar investment funds to Rudius Management L.P. are Permanens Capital L.P. and Curbstone Management Corp. They manage $461 billion and $460 billion respectively.
Umit Alptuna investment strategy
Rudius Management L.P.’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Industrials — making up 7.1% of
the total portfolio value.
The fund focuses on investments in the United States as
12.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
25% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $23 billion.
The complete list of Rudius Management L.P. trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Veralto Corp |
5.02%
2,453,129
|
$234,200,226,000 | 50.82% |
| Alcon Ag |
2.14%
1,698,192
|
$151,274,943,000 | 32.83% |
| Verisk Analytics Inc |
5.73%
97,060
|
$26,162,523,000 | 5.68% |
| Kenvue Inc |
5.60%
1,311,894
|
$23,850,233,000 | 5.18% |
| Rentokil Initial Plc |
5.94%
445,608
|
$13,212,277,000 | 2.87% |
| Clarivate Plc |
5.91%
1,184,283
|
$6,738,570,000 | 1.46% |
| Solventum Corp |
Opened
101,427
|
$5,363,460,000 | 1.16% |
| Sunoco |
No change
33
|
$1,866,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
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