RJA Asset Management LLC

STAMFORD, CT · CIK 1671817 · 13F filing filed 2026-07-24

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

$320.9m reported value +18.1% vs Q1 2026

4positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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	980,200	$283.6m88.38%	88.38%	Unchanged
2	AFFIRM HLDGS INC COM CL A AFRM	AFRM	241,600	$19.7m6.14%	6.14%	Reduced -3.9k	-3,900 -1.6%
3	TWILIO INC CL A TWLO	TWLO	68,082	$14.0m4.38%	4.38%	Unchanged
4	LYFT INC CL A COM LYFT	LYFT	242,076	$3.5m1.10%	1.10%	Unchanged