Defender Capital, LLC.

Est. AUM

$308.0M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY CLASS B	COM	$50.7M	101329	16.46%	SOLE
2	AXON ENTERPRISE INC	COM	$41.8M	74485	13.56%	SOLE
3	PALANTIR TECHNOLOGIES INCLASS A	COM	$36.1M	309687	11.73%	SOLE
4	DANAHER CORP	COM	$28.3M	148716	9.20%	SOLE
5	VERALTO CORP	COM	$22.0M	248501	7.16%	SOLE
6	MONSTER BEVERAGE CORP NE	COM	$19.1M	198480	6.19%	SOLE
7	TELEDYNE TECHNOLOGIES IN	COM	$16.4M	24641	5.34%	SOLE
8	TESLA INC	COM	$12.6M	29925	4.09%	SOLE
9	STAAR SURGICAL CO	COM	$12.4M	431187	4.02%	SOLE
10	COSTCO WHSL CORP NEW	COM	$10.8M	11500	3.49%	SOLE
11	ALPHABET INC CLASS A	COM	$10.7M	30009	3.48%	SOLE
12	LINEAGE CELL THERAPEUTIC	COM	$8.6M	6598899	2.81%	SOLE
13	ARM HLDGS	COM	$7.3M	20581	2.37%	SOLE
14	AMAZON.COM INC	COM	$6.8M	28672	2.22%	SOLE
15	INTUITIVE SURGICAL INC	COM	$3.8M	9470	1.22%	SOLE
16	ESAB CORP	COM	$3.6M	36564	1.17%	SOLE
17	VANGUARD S&P 500 ETF	ETF	$3.3M	4750	1.06%	SOLE
18	ATOMERA INC	COM	$2.6M	295450	0.84%	SOLE
19	NVIDIA CORP	COM	$1.5M	7534	0.49%	SOLE
20	MICROSOFT CORP	COM	$1.4M	3662	0.44%	SOLE
21	APPLE INC	COM	$1.1M	3955	0.37%	SOLE
22	ALPHABET INC CLASS C	COM	$993K	2810	0.32%	SOLE
23	ISHARES RUSSELL 2000 ETF	ETF	$751K	2500	0.24%	SOLE
24	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$633K	7200	0.21%	SOLE
25	JPMORGAN CHASE & CO	COM	$562K	1716	0.18%	SOLE
26	CELSIUS HOLDINGS INC	COM	$527K	18000	0.17%	SOLE
27	TAIWAN SEMICONDUCTOR	COM	$478K	1000	0.16%	SOLE
28	ALTRIA GROUP INC	COM	$418K	5810	0.14%	SOLE
29	PFIZER INC	COM	$403K	16735	0.13%	SOLE
30	MARTIN MARIETTA MATLS IN	COM	$375K	650	0.12%	SOLE
31	PHILLIPS 66	COM	$344K	2036	0.11%	SOLE
32	CSX CORP	COM	$328K	6910	0.11%	SOLE
33	INTEL CORP	COM	$293K	2100	0.10%	SOLE
34	JOHNSON & JOHNSON	COM	$279K	1100	0.09%	SOLE
35	CISCO SYS INC	COM	$237K	2016	0.08%	SOLE
36	NEWSMAX INC CLASS B	COM	$226K	27257	0.07%	SOLE
37	VISA INC CLASS A	COM	$213K	620	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.