RJA Asset Management LLC
- SEC CIK
- 0001671817
- Latest filing
- Jul 24, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 4
- +1 vs. Q1 2023
- Portfolio value
- $383.9M
- +$110.0M (+40.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,793,300 | $347.8M | 90.6% | +236,400+15.2% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 170,581 | $14.2M | 3.7% | +170,581 | New | History |
| TWLOTwilio Inc | CL A | 189,682 | $12.1M | 3.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 34,069 | $9.78M | 2.5% | +12,600+58.7% | Added | History |