RJA Asset Management LLC
•CIK: 1671817•Filing: Q4 2025
**RJA Asset Management LLC** manages $283M across a concentrated portfolio of three core positions. The fund exhibits a significant overweighting in Apple (AAPL), holding $266.5M, representing approximately 94% of its disclosed assets. Smaller, tactical allocations are maintained in TWLO ($9.7M) and AFRM ($6.4M). This structure suggests a highly conviction-driven, large-cap technology bias within its current mandate.
Total AUM
$282.5M
QoQ Performance
+7.6%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL94.3%
TWLO3.4%
AFRM2.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology94.3%
Other5.7%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023