RJA Asset Management LLC

STAMFORD, CT · CIK 1671817 · 13F filing filed 2025-07-14

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

$290.4m reported value -10.4% vs Q1 2025

4positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

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	1,123,300	$230.5m79.36%	79.36%	Reduced -147.1k	-147,100 -11.6%
2	AFFIRM HLDGS INC COM CL A AFRM	AFRM	553,827	$38.3m13.18%	13.18%	Unchanged
3	META PLATFORMS INC CL A META	META	25,969	$19.2m6.60%	6.60%	Unchanged
4	TWILIO INC CL A TWLO	TWLO	20,082	$2.5m0.86%	0.86%	Unchanged