RJA Asset Management LLC

STAMFORD, CT · CIK 1671817 · 13F filing filed 2024-07-19

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

$353.5m reported value +20.0% vs Q1 2024

4positions

100.0%in top 10

0 new 1 added 0 reduced 0 sold out vs Q1 2024

Holdings, Q2 2024

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	1,485,179	$312.8m88.50%	88.50%	Unchanged
2	TWILIO INC CL A TWLO	TWLO	256,182	$14.6m4.12%	4.12%	Added +66.5k	+66,500 35.1%
3	META PLATFORMS INC CL A META	META	27,969	$14.1m3.99%	3.99%	Unchanged
4	AFFIRM HLDGS INC COM CL A AFRM	AFRM	397,425	$12.0m3.40%	3.40%	Unchanged