RJA Asset Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
RJA Asset Management LLC disclosed 4 US equity positions worth $416.4m in its Q4 2024 13F filing. The largest position was AAPL at 85.9% of the reported book, followed by AFRM and TWLO. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 4 holdings.
What did RJA Asset Management LLC own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 85.9% | $357.6m | 1,428,079 | -4% | reduced |
| 2 | AFRM Affirm Holdings Inc | Financial Services | 5.8% | $24.2m | 397,425 | 0% | held |
| 3 | TWLO Twilio Inc | Technology | 4.7% | $19.4m | 179,282 | -30% | reduced |
| 4 | META META Platforms | Communication Services | 3.7% | $15.2m | 25,969 | -7% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.