RJA Asset Management LLC — 13F holdings

RJA Asset Management LLC reported 4 holdings worth $321M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. AAPL APPLE INC — $284M (88.4%)
2. AFRM AFFIRM HLDGS INC — $19.7M (6.1%)
3. TWLO TWILIO INC — $14.0M (4.4%)
4. LYFT LYFT INC — $3.54M (1.1%)