RJA Asset Management LLC
- SEC CIK
- 0001671817
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 4
- 0 vs. Q1 2026
- Portfolio value
- $320.9M
- +$49.1M (+18.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 980,200 | $283.6M | 88.4% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 241,600 | $19.7M | 6.1% | −3,900−1.6% | Reduced | History |
| TWLOTwilio Inc | CL A | 68,082 | $14.0M | 4.4% | 00.0% | Unchanged | History |
| LYFTLyft, Inc. | CL A COM | 242,076 | $3.54M | 1.1% | 00.0% | Unchanged | History |