13F HOLDINGS REPORT
RJA Asset Management LLC
Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001671817-25-000005
Total Value
$290.4M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 1,123,300 | $230.5M | 79.36% |
| 2 | Affirm Holdings Inc | AFRM | 553,827 | $38.3M | 13.18% |
| 3 | META Platforms | META | 25,969 | $19.2M | 6.60% |
| 4 | Twilio Inc | TWLO | 20,082 | $2.5M | 0.86% |