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RJA Asset Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1671817
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13F Reported Value

ⓘ

$320.9M

Holdings

4

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

RJA Asset Management LLC disclosed 4 positions worth $320.9M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 88.4% of the equity portfolio, followed by $AFRM and $TWLO. The portfolio is most concentrated in Technology (92.8% of disclosed assets). All figures are sourced directly from RJA Asset Management LLC’s Form 13F-HR filing with the SEC under CIK 1671817.

AI Fund Analysis

Stable
AAPL$AAPL
88.4% weight
Held 10 quarters
AFRM$AFRM
6.1% weight
Held 10 quarters
TWLO$TWLO
4.4% weight
Held 10 quarters

Sector Allocation

TechnologyFinancialsIndustrials

13fpro.ai/research/fund/rja-asset-management-llc-1671817

AUM History

13fpro.ai/research/fund/rja-asset-management-llc-1671817

Top Equity Holdings by Value

13fpro.ai/research/fund/rja-asset-management-llc-1671817

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of RJA Asset Management LLC's 4 positions.

Showing top 4 of 4 holdings.

Sector Allocation

Technology

$297.7M

Financials

$19.7M

Industrials

$3.5M

Full Holdings — RJA Asset Management LLC (Q2 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
AAPL$AAPLApple Inc.$283.6M
AFRM$AFRMAffirm Holdings, Inc.$19.7M
TWLO$TWLOTWILIO INC$14.0M
LYFT$LYFTLyft, Inc.$3.5M

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AI-Powered Hedge Fund Analysis: RJA Asset Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For RJA Asset Management LLC (SEC CIK: 1671817), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in RJA Asset Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.