RJA Asset Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
RJA Asset Management LLC disclosed 4 US equity positions worth $324.2m in its Q1 2025 13F filing. The largest position was AAPL at 87.1% of the reported book, followed by AFRM and META. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 4 holdings.
What did RJA Asset Management LLC own in Q1 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 87.1% | $282.2m | 1,270,400 | -11% | reduced |
| 2 | AFRM Affirm Holdings Inc | Financial Services | 7.7% | $25.0m | 553,827 | 39% | added |
| 3 | META META Platforms | Communication Services | 4.6% | $15.0m | 25,969 | 0% | held |
| 4 | TWLO Twilio Inc | Technology | 0.6% | $2.0m | 20,082 | -89% | 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.