Filed: 1/23/2025ACC: 0001766929-25-000001
📋 What this filing means
DEFENDER CAPITAL, LLC. filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $271.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$271.99M
Total AUM (reported)
8.71M
Total Shares
Allocation by class
COM$268.34M98.7%
ETF$3.15M1.2%
SPONSORED ADS$506.6K0.2%
Portfolio Concentration
Top 3$118.55M43.6%
4–10$127.45M46.9%
11–25$22.23M8.2%
Rest$3.76M1.4%
Top 3 weight
43.6%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 8.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings39
Rows:
BERKSHIRE HATHAWAY CLASS B
SOLEShares103.80K
TypeSH
Market value$47.05M
17.30%
Sole
0.00
Shared
0.00
None
103.80K
PALANTIR TECHNOLOGIES INC
SOLEShares526.74K
TypeSH
Market value$39.84M
14.65%
Sole
0.00
Shared
0.00
None
526.74K
DANAHER CORPORATION
SOLEShares137.95K
TypeSH
Market value$31.67M
11.64%
Sole
0.00
Shared
0.00
None
137.95K
FORTIVE CORP
SOLEShares316.39K
TypeSH
Market value$23.73M
8.72%
Sole
0.00
Shared
0.00
None
316.39K
AXON ENTERPISE INC
SOLEShares39.09K
TypeSH
Market value$23.23M
8.54%
Sole
0.00
Shared
0.00
None
39.09K
MONSTER BEVERAGE CORP
SOLEShares399.03K
TypeSH
Market value$20.97M
7.71%
Sole
0.00
Shared
0.00
None
399.03K
STAAR SURGICAL CO
SOLEShares701.57K
TypeSH
Market value$17.04M
6.27%
Sole
0.00
Shared
0.00
None
701.57K
TELEDYNE TECHNOLOGIES INC
SOLEShares36.10K
TypeSH
Market value$16.76M
6.16%
Sole
0.00
Shared
0.00
None
36.10K
VERALTO CORP
SOLEShares143.97K
TypeSH
Market value$14.66M
5.39%
Sole
0.00
Shared
0.00
None
143.97K
COSTCO WHSL CORP
SOLEShares12.07K
TypeSH
Market value$11.06M
4.07%
Sole
0.00
Shared
0.00
None
12.07K
TESLA INC
SOLEShares9.43K
TypeSH
Market value$3.81M
1.40%
Sole
0.00
Shared
0.00
None
9.43K
LINEAGE CELL THERAPEUTICS IN
SOLEShares5.96M
TypeSH
Market value$3.00M
1.10%
Sole
0.00
Shared
0.00
None
5.96M
ESAB CORPORATION
SOLEShares24.61K
TypeSH
Market value$2.95M
1.09%
Sole
0.00
Shared
0.00
None
24.61K
NVIDIA CORPORATION
SOLEShares14.40K
TypeSH
Market value$1.93M
0.71%
Sole
0.00
Shared
0.00
None
14.40K
APPLE INC
SOLEShares7.20K
TypeSH
Market value$1.80M
0.66%
Sole
0.00
Shared
0.00
None
7.20K
AMAZON COM INC
SOLEShares7.52K
TypeSH
Market value$1.65M
0.61%
Sole
0.00
Shared
0.00
None
7.52K
MICROSOFT CORP
SOLEShares3.40K
TypeSH
Market value$1.43M
0.53%
Sole
0.00
Shared
0.00
None
3.40K
DELL TECHNOLOGIES INC
SOLEShares10.10K
TypeSH
Market value$1.16M
0.43%
Sole
0.00
Shared
0.00
None
10.10K
NEOS S&P 500 HI
SOLEShares20K
TypeSH
Market value$1.02M
0.37%
Sole
0.00
Shared
0.00
None
20K
SPDR PORTFOLIO S&P 500 ETF
SOLEShares12.40K
TypeSH
Market value$854.9K
0.31%
Sole
0.00
Shared
0.00
None
12.40K
ISHARES RUSSELL 2000 ETF
SOLEShares3K
TypeSH
Market value$662.9K
0.24%
Sole
0.00
Shared
0.00
None
3K
ATLASSIAN CORPORATION
SOLEShares2.10K
TypeSH
Market value$512.1K
0.19%
Sole
0.00
Shared
0.00
None
2.10K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.56K
TypeSH
Market value$506.6K
0.19%
Sole
0.00
Shared
0.00
None
2.56K
REDDIT INC
SOLEShares3.01K
TypeSH
Market value$491.8K
0.18%
Sole
0.00
Shared
0.00
None
3.01K
PFIZER INC
SOLEShares16.93K
TypeSH
Market value$449.3K
0.17%
Sole
0.00
Shared
0.00
None
16.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 103.80K | SH | $47.05M 17.30% | 0.00 | 0.00 | 103.80K |
PALANTIR TECHNOLOGIES INCSOLE | COM | 526.74K | SH | $39.84M 14.65% | 0.00 | 0.00 | 526.74K |
DANAHER CORPORATIONSOLE | COM | 137.95K | SH | $31.67M 11.64% | 0.00 | 0.00 | 137.95K |
FORTIVE CORPSOLE | COM | 316.39K | SH | $23.73M 8.72% | 0.00 | 0.00 | 316.39K |
AXON ENTERPISE INCSOLE | COM | 39.09K | SH | $23.23M 8.54% | 0.00 | 0.00 | 39.09K |
MONSTER BEVERAGE CORPSOLE | COM | 399.03K | SH | $20.97M 7.71% | 0.00 | 0.00 | 399.03K |
STAAR SURGICAL COSOLE | COM | 701.57K | SH | $17.04M 6.27% | 0.00 | 0.00 | 701.57K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 36.10K | SH | $16.76M 6.16% | 0.00 | 0.00 | 36.10K |
VERALTO CORPSOLE | COM | 143.97K | SH | $14.66M 5.39% | 0.00 | 0.00 | 143.97K |
COSTCO WHSL CORPSOLE | COM | 12.07K | SH | $11.06M 4.07% | 0.00 | 0.00 | 12.07K |
TESLA INCSOLE | COM | 9.43K | SH | $3.81M 1.40% | 0.00 | 0.00 | 9.43K |
LINEAGE CELL THERAPEUTICS INSOLE | COM | 5.96M | SH | $3.00M 1.10% | 0.00 | 0.00 | 5.96M |
ESAB CORPORATIONSOLE | COM | 24.61K | SH | $2.95M 1.09% | 0.00 | 0.00 | 24.61K |
NVIDIA CORPORATIONSOLE | COM | 14.40K | SH | $1.93M 0.71% | 0.00 | 0.00 | 14.40K |
APPLE INCSOLE | COM | 7.20K | SH | $1.80M 0.66% | 0.00 | 0.00 | 7.20K |
AMAZON COM INCSOLE | COM | 7.52K | SH | $1.65M 0.61% | 0.00 | 0.00 | 7.52K |
MICROSOFT CORPSOLE | COM | 3.40K | SH | $1.43M 0.53% | 0.00 | 0.00 | 3.40K |
DELL TECHNOLOGIES INCSOLE | COM | 10.10K | SH | $1.16M 0.43% | 0.00 | 0.00 | 10.10K |
NEOS S&P 500 HISOLE | ETF | 20K | SH | $1.02M 0.37% | 0.00 | 0.00 | 20K |
SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 12.40K | SH | $854.9K 0.31% | 0.00 | 0.00 | 12.40K |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 3K | SH | $662.9K 0.24% | 0.00 | 0.00 | 3K |
ATLASSIAN CORPORATIONSOLE | COM | 2.10K | SH | $512.1K 0.19% | 0.00 | 0.00 | 2.10K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.56K | SH | $506.6K 0.19% | 0.00 | 0.00 | 2.56K |
REDDIT INCSOLE | COM | 3.01K | SH | $491.8K 0.18% | 0.00 | 0.00 | 3.01K |
PFIZER INCSOLE | COM | 16.93K | SH | $449.3K 0.17% | 0.00 | 0.00 | 16.93K |
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