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 $271.8M. In the most recent quarter, they have increased their positions in AFRM (+160.0K shares, valued at $7.3M), LYFT (+242.1K shares, valued at $3.2M); initiated new positions in LYFT (+242.1K shares, valued at $3.2M).

1M P&L

+38.4M+12.94%

3M P&L

+51.9M+18.34%

HY P&L

+34.7M+11.57%

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 Electronics248.8M

91.5%

2Software - Infrastructure19.8M

7.3%

3Software - Application3.2M

1.2%

Top Industries by Stock Count

1Software - Infrastructure2 stocks

50.0%

2Consumer Electronics1 stocks

25.0%

3Software - Application1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc980.2K shares0.00%2026-03-312026-04-15

AFRM Affirm Holdings Inc245.5K shares187.13%2026-03-312026-04-15

TWLO Twilio Inc68.1K shares0.00%2026-03-312026-04-15

LYFT Lyft Inc242.1K sharesnew addition2026-03-312026-04-15

AAPL

Apple Inc

0.00%

Shares980.2K

Event2026-03-31

Filed2026-04-15

AFRM

Affirm Holdings Inc

187.13%

Shares245.5K

Event2026-03-31

Filed2026-04-15

TWLO

Twilio Inc

0.00%

Shares68.1K

Event2026-03-31

Filed2026-04-15

LYFT

Lyft Inc

New

Shares242.1K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available