RJA Asset Management LLC

CIK

1671817

City

STAMFORD

State / Country

CT

Stock

AFRM — Affirm Holdings, Inc.

Top Portfolio Positions

4 positions · $271,799,455 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	980,200	$248,764,958	91.53%
AFRM	Affirm Holdings, Inc. Financial Services	245,500	$11,248,810	4.14%
TWLO	Twilio Inc Technology	68,082	$8,566,077	3.15%
LYFT	Lyft, Inc. Technology	242,076	$3,219,610	1.18%

Portfolio Trend

18 quarters · across all stocks

Holdings in AFRM

Compact Export CSV

Shares Held

Position Value (USD)

9 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,248,810	245,500	+187.1%	Shares	Sole	2026-04-15
2025-12-31	$6,363,765	85,500	0.0%	Shares	Sole	2026-01-28
2025-09-30	$6,248,340	85,500	-84.6%	Shares	Sole	2025-11-12
2025-06-30	$38,291,598	553,827	0.0%	Shares	Sole	2025-07-14
2025-03-31	$25,027,442	553,827	+39.4%	Shares	Sole	2025-04-17
2024-12-31	$24,203,182	397,425	0.0%	Shares	Sole	2025-02-03
2024-09-30	$16,222,888	397,425	0.0%	Shares	Sole	2024-10-04
2024-06-30	$12,006,209	397,425	0.0%	Shares	Sole	2024-07-19
2024-03-31	$14,808,055	397,425	—	Shares	Sole	2024-04-15
No 13F history on record for this holder in this stock.