RJA Asset Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), RJA Asset Management LLC reported 4 stock positions worth $320.9 million. Its top holding was Apple (AAPL) at 88.4% of the portfolio, followed by Affirm (AFRM, 6.1%) and Twilio Class A (TWLO, 4.4%). Compared with Q1 2026, it reduced 1. The biggest sale was Affirm (AFRM, shares −2%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001671817
Portfolio Value
$320.9M (Q2 2026)
SEC Filing
0001671817-26-000004 ↗ filed Jul 24, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $294.7M Q1 2024 Q2 2024: $353.5M Q2 2024 Q3 2024: $395.0M Q3 2024 Q4 2024: $416.4M Q4 2024 Q1 2025: $324.2M Q1 2025 Q2 2025: $290.4M Q2 2025 Q3 2025: $262.7M Q3 2025 Q4 2025: $282.5M Q4 2025 Q1 2026: $271.8M Q1 2026 Q2 2026: $320.9M $320.9M Q2 2026

Holdings 4 stocks · $320.9M
AAPL Apple Inc. 88.38% 980,200 $283.6M No change
AFRM Affirm Holdings Inc. 6.14% 241,600 $19.7M Reduce -1.6%
TWLO Twilio Inc. Class A 4.38% 68,082 $14.0M No change
LYFT LYFT Inc. Class A 1.10% 242,076 $3.5M No change

Portfolio Sells Q1 2026 → Q2 2026
AFRM Affirm Holdings Inc. Reduce -1.6% 6.14% +2.00

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$320.9MAAPL, AFRM, TWLO, LYFT
Q1 2026 4$271.8MAAPL, AFRM, TWLO, LYFT
Q4 2025 3$282.5MAAPL, TWLO, AFRM
Q3 2025 3$262.7MAAPL, TWLO, AFRM
Q2 2025 4$290.4MAAPL, AFRM, META, TWLO
Q1 2025 4$324.2MAAPL, AFRM, META, TWLO
Q4 2024 4$416.4MAAPL, AFRM, TWLO, META
Q3 2024 4$395.0MAAPL, TWLO, AFRM, META
Q2 2024 4$353.5MAAPL, TWLO, META, AFRM
Q1 2024 4$294.7MAAPL, AFRM, META, TWLO