RJA Asset Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), RJA Asset Management LLC reported 4 stock positions worth $353.5 million. Its top holding was Apple (AAPL) at 88.5% of the portfolio, followed by Twilio Class A (TWLO, 4.1%) and Meta Platforms Class A (META, 4.0%). Compared with Q1 2024, it added to 1. The biggest buy was Twilio Class A (TWLO, shares +35%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001671817
- Portfolio Value
- $353.5M (Q2 2024)
- SEC Filing
- 0001671817-24-000004 ↗ filed Jul 19, 2024
Holdings Value
Holdings 4 stocks · $353.5M
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| TWLO Twilio Inc. Class A | Add +35.1% | 4.12% | +0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $320.9M | AAPL, AFRM, TWLO, LYFT |
| Q1 2026 | 4 | $271.8M | AAPL, AFRM, TWLO, LYFT |
| Q4 2025 | 3 | $282.5M | AAPL, TWLO, AFRM |
| Q3 2025 | 3 | $262.7M | AAPL, TWLO, AFRM |
| Q2 2025 | 4 | $290.4M | AAPL, AFRM, META, TWLO |
| Q1 2025 | 4 | $324.2M | AAPL, AFRM, META, TWLO |
| Q4 2024 | 4 | $416.4M | AAPL, AFRM, TWLO, META |
| Q3 2024 | 4 | $395.0M | AAPL, TWLO, AFRM, META |
| Q2 2024 | 4 | $353.5M | AAPL, TWLO, META, AFRM |
| Q1 2024 | 4 | $294.7M | AAPL, AFRM, META, TWLO |