RJA Asset Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
RJA Asset Management LLC disclosed 4 US equity positions worth $290.4m in its Q2 2025 13F filing. The largest position was AAPL at 79.4% of the reported book, followed by AFRM and META. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 4 holdings.
What did RJA Asset Management LLC own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 79.4% | $230.5m | 1,123,300 | -12% | reduced |
| 2 | AFRM Affirm Holdings Inc | Financial Services | 13.2% | $38.3m | 553,827 | 0% | held |
| 3 | META META Platforms | Communication Services | 6.6% | $19.2m | 25,969 | 0% | held |
| 4 | TWLO Twilio Inc | Technology | 0.9% | $2.5m | 20,082 | 0% | held |
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.