RJA Asset Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), RJA Asset Management LLC reported 4 stock positions worth $416.4 million. Its top holding was Apple (AAPL) at 85.9% of the portfolio, followed by Affirm (AFRM, 5.8%) and Twilio Class A (TWLO, 4.7%). Compared with Q3 2024, it reduced 3. The biggest sale was Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001671817
Portfolio Value
$416.4M (Q4 2024)
SEC Filing
0001671817-25-000001 ↗ filed Feb 3, 2025

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 $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 · $416.4M
AAPL Apple Inc. 85.88% 1,428,079 $357.6M Reduce -3.8%
AFRM Affirm Holdings Inc. 5.81% 397,425 $24.2M No change
TWLO Twilio Inc. Class A 4.65% 179,282 $19.4M Reduce -30.0%
META Meta Platforms Inc. Class A 3.65% 25,969 $15.2M Reduce -7.2%

Portfolio Sells Q3 2024 → Q4 2024
AAPL Apple Inc. Reduce -3.8% 85.88% −1.73
META Meta Platforms Inc. Class A Reduce -7.2% 3.65% −0.40
TWLO Twilio Inc. Class A Reduce -30.0% 4.65% +0.42

Portfolio Buys Q3 2024 → Q4 2024
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