RJA Asset Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), RJA Asset Management LLC reported 4 stock positions worth $324.2 million. Its top holding was Apple (AAPL) at 87.1% of the portfolio, followed by Affirm (AFRM, 7.7%) and Meta Platforms Class A (META, 4.6%). Compared with Q4 2024, it added to 1 and reduced 2. The biggest buy was Affirm (AFRM, shares +39%) and the biggest sale Twilio Class A (TWLO, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001671817
- Portfolio Value
- $324.2M (Q1 2025)
- SEC Filing
- 0001671817-25-000004 ↗ filed Apr 17, 2025
Holdings Value
Holdings 4 stocks · $324.2M
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| AFRM Affirm Holdings Inc. | Add +39.4% | 7.72% | +1.91 |
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 |