RJA Asset Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
RJA Asset Management LLC disclosed 3 US equity positions worth $282.5m in its Q4 2025 13F filing. The largest position was AAPL at 94.3% of the reported book, followed by TWLO and AFRM. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 3 holdings.
What did RJA Asset Management LLC own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 94.3% | $266.5m | 980,200 | 0% | held |
| 2 | TWLO Twilio Inc | Technology | 3.4% | $9.7m | 68,082 | 0% | held |
| 3 | AFRM Affirm Holdings Inc | Financial Services | 2.3% | $6.4m | 85,500 | 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.