RJA Asset Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), RJA Asset Management LLC reported 3 stock positions worth $282.5 million. Its top holding was Apple (AAPL) at 94.3% of the portfolio, followed by Twilio Class A (TWLO, 3.4%) and Affirm (AFRM, 2.3%). Its holdings were unchanged from Q3 2025.

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001671817
Portfolio Value
$282.5M (Q4 2025)
SEC Filing
0001671817-26-000001 ↗ filed Jan 28, 2026

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 Q4 2024 Q1 2025: $324.2M Q1 2025 Q2 2025: $290.4M Q2 2025 Q3 2025: $262.7M Q3 2025 Q4 2025: $282.5M $282.5M Q4 2025 Q1 2026: $271.8M Q1 2026 Q2 2026: $320.9M Q2 2026

Holdings 3 stocks · $282.5M
AAPL Apple Inc. 94.32% 980,200 $266.5M No change
TWLO Twilio Inc. Class A 3.43% 68,082 $9.7M No change
AFRM Affirm Holdings Inc. 2.25% 85,500 $6.4M No change

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
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