The Analysis of RJA Asset Management LLC's Holdings & P&L


Currently, RJA Asset Management LLC holds 4 types of securities in its portfolio with a total value $320.9M. In the most recent quarter, they have decreased their positions in N/A (-3.9K shares, valued at $318.0K).


1M P&L
+10.1M+3.17%
3M P&L
+12.9M+4.06%
HY P&L
+66.1M+25.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics283.6M
95.3%
2Software - Infrastructure14.0M
4.7%

Top Industries by Stock Count

1Consumer Electronics1 stocks
50.0%
2Software - Infrastructure1 stocks
50.0%
Stock Holdings
AAPL
Apple Inc
0.00%
Shares980.2K
Event2026-06-30
Filed2026-07-24
Affirm Holdings Inc
Affirm Holdings Inc
-1.59%
Shares241.6K
Event2026-06-30
Filed2026-07-24
TWLO
Twilio Inc
0.00%
Shares68.1K
Event2026-06-30
Filed2026-07-24
Lyft Inc
Lyft Inc
0.00%
Shares242.1K
Event2026-06-30
Filed2026-07-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
RJA Asset Management LLC Institutional Holdings, Portfolio & P&L — TradeFomo