RJA Asset Management LLC
- SEC CIK
- 0001671817
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 4
- 0 vs. Q1 2025
- Portfolio value
- $290.4M
- −$33.7M (−10.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,123,300 | $230.5M | 79.4% | −147,100−11.6% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 553,827 | $38.3M | 13.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 25,969 | $19.2M | 6.6% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 20,082 | $2.50M | 0.9% | 00.0% | Unchanged | History |