Rja Asset Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Rja Asset Management LLC disclosed 4 US equity positions worth $320.9m in its Q2 2026 13F filing. The largest position was AAPL at 88.4% of the reported book, followed by AFRM and TWLO. Against the Q1 2026 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 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc | Technology | 88.4% | $283.6m | 980,200 | 0% | held |
| 2 | AFRM Affirm Holdings Inc | Financial Services | 6.1% | $19.7m | 241,600 | -2% | reduced |
| 3 | TWLO Twilio Inc | Technology | 4.4% | $14.0m | 68,082 | 0% | held |
| 4 | LYFT Lyft Inc | Technology | 1.1% | $3.5m | 242,076 | 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.