RJA Asset Management LLC
- SEC CIK
- 0001671817
- Latest filing
- Jul 24, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 19, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 4
- 0 vs. Q1 2024
- Portfolio value
- $353.5M
- +$58.8M (+20.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,485,179 | $312.8M | 88.5% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 256,182 | $14.6M | 4.1% | +66,500+35.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 27,969 | $14.1M | 4.0% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 397,425 | $12.0M | 3.4% | 00.0% | Unchanged | History |