Rja Asset Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rja Asset Management LLC disclosed 4 US equity positions worth $271.8m in its Q1 2026 13F filing. The largest position was AAPL at 91.5% of the reported book, followed by AFRM and TWLO.
What did Rja Asset Management LLC own in Q1 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 91.5% | $248.8m | 980,200 | – | |
| 2 | AFRM Affirm Holdings Inc | Financial Services | 4.1% | $11.2m | 245,500 | – | |
| 3 | TWLO Twilio Inc | Technology | 3.2% | $8.6m | 68,082 | – | |
| 4 | LYFT Lyft Inc | Technology | 1.2% | $3.2m | 242,076 | – |
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.