RJA Asset Management LLC

Est. AUM

$271.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple Inc	COM	$248.8M	980200	91.53%	SOLE
2	Affirm Holdings Inc	Cl A	$11.2M	245500	4.14%	SOLE
3	Twilio Inc	Cl A	$8.6M	68082	3.15%	SOLE
4	Lyft Inc	Cl A	$3.2M	242076	1.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.