Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RJA Asset Management LLC (CIK 1671817) reported $271.8M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($248.8M, 91.53%), AFRM ($11.2M, 4.14%), TWLO ($8.6M, 3.15%), LYFT ($3.2M, 1.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $248.8M | 91.53% | 980,200 | Hold |
| 2 | AFRM | Affirm Holdings Inc | $11.2M | 4.14% | 245,500 | Added |
| 3 | TWLO | Twilio Inc | $8.6M | 3.15% | 68,082 | Hold |
| 4 | LYFT | Lyft Inc | $3.2M | 1.18% | 242,076 | New |
Source: SEC Form 13F filings · as of 2026-03-31