Institutional Fund
Rja Asset Management LLC
Stamford, CTCIK 16718175 filings on record
Portfolio Value
$271.80M
Q1 2026
Holdings
4
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-3.8%
from $282.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc91.5%
- Affirm Hldgs Inc4.1%
- Twilio Inc3.2%
- Lyft Inc1.2%
Portfolio Holdings
4 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 980.2K | $248.76M | 91.5% | 0 | Held |
| 2 | Affirm Hldgs Inc | 245.5K | $11.25M | 4.1% | +160.0K | Added |
| 3 | Twilio Inc | 68.1K | $8.57M | 3.2% | 0 | Held |
| 4 | Lyft Inc | 242.1K | $3.22M | 1.2% | +242.1K | New |