RJA Asset Management LLC reported 4 holdings worth US$321M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
RJA Asset Management LLC reported 4 holdings worth US$321M as of Jun 30, 2026. Largest: Apple Inc, Affirm Holdings, Inc. and Twilio Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 4
- Value as reported
- US$321M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 980K | US$284M | 88.4% |
| Affirm Holdings, Inc. | 242K | US$19.7M | 6.1% |
| Twilio Inc. | 68,082 | US$14M | 4.4% |
| Lyft, Inc. | 242K | US$3.54M | 1.1% |