RJA Asset Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Affirm Holdings Inc(AFRM) | 85,500 | 245,500 | +160,000 | 6,363,765 | 11,248,810 | 4.14% | +4,885,045 |
| Lyft Inc(LYFT) | 0 | 242,076 | +242,076 | 0 | 3,219,611 | 1.18% | +3,219,611 |
| Twilio Inc(TWLO) | 68,082 | 68,082 | 0 | 9,683,984 | 8,566,077 | 3.15% | -1,117,907 |
| Apple Inc(AAPL) | 980,200 | 980,200 | 0 | 266,477,172 | 248,764,958 | 91.53% | -17,712,214 |