RJA Asset Management LLC

No.5564 Data as of 2026Q2

Latest AUM (Q2 2026)

$320.9M

QoQ Change Q1 2026

+$49.1M+18.1%

Holdings

New Buys

Adds

Reduces

Exits

Unchanged

Holdings Value Trend

Holdings by Sector

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
APPLE INCAAPL	88.38%	91.53%	$283.6M	980,200	$248.8M	980,200	00.00%	Unchanged
AFFIRM HLDGS INC COM CL AAFRM	6.14%	4.14%	$19.7M	241,600	$11.2M	245,500	-3,900-1.59%	Reduce
TWILIO INCTWLO	4.38%	3.15%	$14.0M	68,082	$8.6M	68,082	00.00%	Unchanged
LLYFT INC CLASS ALYFT	1.1%	1.18%	$3.5M	242,076	$3.2M	242,076	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow