RJA Asset Management LLC

STAMFORD, CT · CIK 1671817 · 13F filing filed 2023-07-14

SEC-registered investment adviser since 2010 · limited liability company

Assets managed$588.9m
Staff8 · 5 in investment roles
Main clients (by assets)Private funds 42%, Charities 29%, High net worth individuals 20%
Private funds2 (2 hedge) · $245.2m gross assets
Websiterja-llc.com
Form ADV · 2026-09-23SEC adviser record

$383.9m reported value +40.2% vs Q1 2023

4positions

100.0%in top 10

1 new 2 added 0 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	1,793,300	$347.8m90.61%	90.61%	Added +236.4k	+236,400 15.2%
2	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	170,581	$14.2m3.70%	3.70%	New
3	TWILIO INC CL A TWLO	TWLO	189,682	$12.1m3.14%	3.14%	Unchanged
4	META PLATFORMS INC CL A META	META	34,069	$9.8m2.55%	2.55%	Added +12.6k	+12,600 58.7%