本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
RJA Asset Management LLC (CIK 1671817) reported $320.9M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($283.6M, 88.38%), AFRM ($19.7M, 6.14%), TWLO ($14.0M, 4.38%), LYFT ($3.5M, 1.10%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30