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§ 13F · FUND PROFILE

RJA Asset Management LLC.

AUM · $321M (13F)Positions · 4Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED JUL 24, 2026
#TickerNameShares$ value% portΔ Q2
1AAPLApple Inc980K$284M88.4%±0%
2AFRMAffirm Holdings Inc242K$20M6.1%−2%
3TWLOTwilio Inc68K$14M4.4%±0%
4LYFTLyft Inc242K$4M1.1%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE RJA SIGNAL

AC read

RJA Asset Management LLC is a Other fund managing $321 million in assets. The fund runs a focused portfolio of just 4 positions.

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