RJA Asset Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
RJA Asset Management LLC disclosed 3 US equity positions worth $262.7m in its Q3 2025 13F filing. The largest position was AAPL at 95.0% of the reported book, followed by TWLO and AFRM. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 3 holdings.
What did RJA Asset Management LLC own in Q3 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 95.0% | $249.6m | 980,200 | -13% | reduced |
| 2 | TWLO Twilio Inc | Technology | 2.6% | $6.8m | 68,082 | 239% | added |
| 3 | AFRM Affirm Holdings Inc | Financial Services | 2.4% | $6.2m | 85,500 | -85% | 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.