RJA Asset Management LLC

CIK 0001671817 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗

RJA Asset Management LLC reported 4 positions worth $320.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AAPL (88.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$320.9M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AAPL	Apple Inc	SH	$283.6M	88.38%	980,200	—	—
▸ 2	AFRM	Affirm Holdings Inc	SH	$19.7M	6.14%	241,600	—	—
▸ 3	TWLO	Twilio Inc	SH	$14.0M	4.38%	68,082	—	—
▸ 4	LYFT	Lyft Inc	SH	$3.5M	1.10%	242,076	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RJA Asset Management LLC hold as of Q2 2026?

RJA Asset Management LLC reported 4 positions worth $320.9M in its Q2 2026 13F filing. Largest positions: AAPL (88.4%), AFRM (6.1%), TWLO (4.4%) and LYFT (1.1%).

What did RJA Asset Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RJA Asset Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.