RJA Asset Management LLC 13F Holdings · Q2 2026
RJA Asset Management LLC reported 4 securities worth $320.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (88.38%), AFRM (6.14%), TWLO (4.38%). Among its top 25 positions this quarter: 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $283.6M | 88.38% | 980,200 | Hold |
| 2 | AFRM | Affirm Holdings Inc | $19.7M | 6.14% | 241,600 | Trimmed |
| 3 | TWLO | Twilio Inc | $14.0M | 4.38% | 68,082 | Hold |
| 4 | LYFT | Lyft Inc | $3.5M | 1.10% | 242,076 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR