RJA Asset Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), RJA Asset Management LLC reported 4 stock positions worth $290.4 million. Its top holding was Apple (AAPL) at 79.4% of the portfolio, followed by Affirm (AFRM, 13.2%) and Meta Platforms Class A (META, 6.6%). Compared with Q1 2025, it reduced 1. The biggest sale was Apple (AAPL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001671817
- Portfolio Value
- $290.4M (Q2 2025)
- SEC Filing
- 0001671817-25-000005 ↗ filed Jul 14, 2025
Holdings Value
Holdings 4 stocks · $290.4M
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -11.6% | 79.36% | −7.70 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |