RJA Asset Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), RJA Asset Management LLC reported 4 stock positions worth $294.7 million. Its top holding was Apple (AAPL) at 86.4% of the portfolio, followed by Affirm (AFRM, 5.0%) and Meta Platforms Class A (META, 4.6%). Compared with Q4 2023, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Affirm (AFRM) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001671817
Portfolio Value
$294.7M (Q1 2024)
SEC Filing
0001671817-24-000003 ↗ filed Apr 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $294.7M $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 Q2 2026

Holdings 4 stocks · $294.7M
AAPL Apple Inc. 86.43% 1,485,179 $254.7M Reduce -5.5%
AFRM Affirm Holdings Inc. 5.03% 397,425 $14.8M New
META Meta Platforms Inc. Class A 4.61% 27,969 $13.6M No change
TWLO Twilio Inc. Class A 3.94% 189,682 $11.6M No change

Portfolio Sells Q4 2023 → Q1 2024
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −3.89
AAPL Apple Inc. Reduce -5.5% 86.43% −2.54

Portfolio Buys Q4 2023 → Q1 2024
AFRM Affirm Holdings Inc. New 5.03% +5.03

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