RJA Asset Management LLC holds a concentrated book of 4 stocks worth $320.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed Affirm Holdings Inc. Their largest long position is Apple Inc at 88% of the equity book. Cloning the disclosed picks since 2024 would be +51% (+25.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show RJA Asset Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.6 points over this window.
Growth of $10,000 cloning RJA Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as RJA Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 5 / 4 | $524.5B |
| BlackRock, Inc. | 5 / 4 | $390.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 5 / 4 | $325.0B |
| STATE STREET CORP | 5 / 4 | $204.7B |
| FMR LLC | 5 / 4 | $147.2B |
| GEODE CAPITAL MANAGEMENT, LLC | 5 / 4 | $124.9B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5 / 4 | $107.6B |
| JPMORGAN CHASE & CO | 5 / 4 | $85.4B |
Ranked by how many of RJA Asset Management LLC's top 4 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $283.6M | 980.2K | 88.4% | —Held | |
| 2 | Affirm Holdings Inc Cl A | $19.7M | 241.6K | 6.1% | ▼−1.6% Reduced · −4K sh | |
| 3 | Twilio Inc Cl A | $14.0M | 68.1K | 4.4% | —Held | |
| 4 | Lyft Inc Cl A | $3.5M | 242.1K | 1.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 4 | $320.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 4 | $271.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 3 | $282.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 3 | $262.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 4 | $290.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 4 | $324.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 4 | $416.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 4 | $395.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.