Filed: 4/28/2025ACC: 0001766929-25-000002
📋 What this filing means
DEFENDER CAPITAL, LLC. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $253.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$253.59M
Total AUM (reported)
8.82M
Total Shares
Allocation by class
COM$247.57M97.6%
ETF$6.02M2.4%
Portfolio Concentration
Top 3$114.05M45.0%
4–10$116.25M45.8%
11–25$20.62M8.1%
Rest$2.68M1.1%
Top 3 weight
45.0%
Top 10 weight
90.8%
Voting Authority Distribution
Total shares with voting rights: 8.82M
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
8.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings35
Rows:
BERKSHIRE HATHAWAY CLASS B
SOLEShares97.11K
TypeSH
Market value$51.65M
20.37%
Sole
0.00
Shared
0.00
None
97.11K
DANAHER CORPORATION
SOLEShares156.54K
TypeSH
Market value$32.09M
12.65%
Sole
0.00
Shared
0.00
None
156.54K
PALANTIR TECHNOLOGIES INC
SOLEShares361.21K
TypeSH
Market value$30.30M
11.95%
Sole
0.00
Shared
0.00
None
361.21K
AXON ENTERPISE INC
SOLEShares41.53K
TypeSH
Market value$21.66M
8.54%
Sole
0.00
Shared
0.00
None
41.53K
MONSTER BEVERAGE CORP
SOLEShares352.63K
TypeSH
Market value$20.63M
8.13%
Sole
0.00
Shared
0.00
None
352.63K
FORTIVE CORP
SOLEShares275.48K
TypeSH
Market value$20.11M
7.93%
Sole
0.00
Shared
0.00
None
275.48K
VERALTO CORP
SOLEShares158.28K
TypeSH
Market value$15.36M
6.06%
Sole
0.00
Shared
0.00
None
158.28K
TELEDYNE TECHNOLOGIES INC
SOLEShares32.66K
TypeSH
Market value$15.16M
5.98%
Sole
0.00
Shared
0.00
None
32.66K
STAAR SURGICAL CO
SOLEShares720.53K
TypeSH
Market value$12.65M
4.99%
Sole
0.00
Shared
0.00
None
720.53K
COSTCO WHSL CORP
SOLEShares11.11K
TypeSH
Market value$10.68M
4.21%
Sole
0.00
Shared
0.00
None
11.11K
ESAB CORPORATION
SOLEShares27.87K
TypeSH
Market value$3.42M
1.35%
Sole
0.00
Shared
0.00
None
27.87K
LINEAGE CELL THERAPEUTICS IN
SOLEShares6.31M
TypeSH
Market value$3.16M
1.24%
Sole
0.00
Shared
0.00
None
6.31M
TESLA INC
SOLEShares11.63K
TypeSH
Market value$3.07M
1.21%
Sole
0.00
Shared
0.00
None
11.63K
VANGUARD S&P 500
SOLEShares4.75K
TypeSH
Market value$2.46M
0.97%
Sole
0.00
Shared
0.00
None
4.75K
APPLE INC
SOLEShares4.70K
TypeSH
Market value$1.03M
0.41%
Sole
0.00
Shared
0.00
None
4.70K
MICROSOFT CORP
SOLEShares2.69K
TypeSH
Market value$1.02M
0.40%
Sole
0.00
Shared
0.00
None
2.69K
PACER US CASH COWS 100
SOLEShares17.50K
TypeSH
Market value$957.7K
0.38%
Sole
0.00
Shared
0.00
None
17.50K
AMAZON COM INC
SOLEShares4.93K
TypeSH
Market value$926.1K
0.37%
Sole
0.00
Shared
0.00
None
4.93K
VANGUARD SHORT TERM TREASURY
SOLEShares14.50K
TypeSH
Market value$847.9K
0.33%
Sole
0.00
Shared
0.00
None
14.50K
DELL TECHNOLOGIES INC
SOLEShares9K
TypeSH
Market value$821.5K
0.32%
Sole
0.00
Shared
0.00
None
9K
SPDR PORTFOLIO S&P 500 ETF
SOLEShares12.40K
TypeSH
Market value$820.3K
0.32%
Sole
0.00
Shared
0.00
None
12.40K
ISHARES RUSSELL 2000 ETF
SOLEShares3K
TypeSH
Market value$603.9K
0.24%
Sole
0.00
Shared
0.00
None
3K
WELLS FARGO
SOLEShares7.25K
TypeSH
Market value$520.7K
0.21%
Sole
0.00
Shared
0.00
None
7.25K
REDDIT INC
SOLEShares3K
TypeSH
Market value$490.3K
0.19%
Sole
0.00
Shared
0.00
None
3K
NVIDIA CORPORATION
SOLEShares4.40K
TypeSH
Market value$482.7K
0.19%
Sole
0.00
Shared
0.00
None
4.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 97.11K | SH | $51.65M 20.37% | 0.00 | 0.00 | 97.11K |
DANAHER CORPORATIONSOLE | COM | 156.54K | SH | $32.09M 12.65% | 0.00 | 0.00 | 156.54K |
PALANTIR TECHNOLOGIES INCSOLE | COM | 361.21K | SH | $30.30M 11.95% | 0.00 | 0.00 | 361.21K |
AXON ENTERPISE INCSOLE | COM | 41.53K | SH | $21.66M 8.54% | 0.00 | 0.00 | 41.53K |
MONSTER BEVERAGE CORPSOLE | COM | 352.63K | SH | $20.63M 8.13% | 0.00 | 0.00 | 352.63K |
FORTIVE CORPSOLE | COM | 275.48K | SH | $20.11M 7.93% | 0.00 | 0.00 | 275.48K |
VERALTO CORPSOLE | COM | 158.28K | SH | $15.36M 6.06% | 0.00 | 0.00 | 158.28K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 32.66K | SH | $15.16M 5.98% | 0.00 | 0.00 | 32.66K |
STAAR SURGICAL COSOLE | COM | 720.53K | SH | $12.65M 4.99% | 0.00 | 0.00 | 720.53K |
COSTCO WHSL CORPSOLE | COM | 11.11K | SH | $10.68M 4.21% | 0.00 | 0.00 | 11.11K |
ESAB CORPORATIONSOLE | COM | 27.87K | SH | $3.42M 1.35% | 0.00 | 0.00 | 27.87K |
LINEAGE CELL THERAPEUTICS INSOLE | COM | 6.31M | SH | $3.16M 1.24% | 0.00 | 0.00 | 6.31M |
TESLA INCSOLE | COM | 11.63K | SH | $3.07M 1.21% | 0.00 | 0.00 | 11.63K |
VANGUARD S&P 500SOLE | ETF | 4.75K | SH | $2.46M 0.97% | 0.00 | 0.00 | 4.75K |
APPLE INCSOLE | COM | 4.70K | SH | $1.03M 0.41% | 0.00 | 0.00 | 4.70K |
MICROSOFT CORPSOLE | COM | 2.69K | SH | $1.02M 0.40% | 0.00 | 0.00 | 2.69K |
PACER US CASH COWS 100SOLE | ETF | 17.50K | SH | $957.7K 0.38% | 0.00 | 0.00 | 17.50K |
AMAZON COM INCSOLE | COM | 4.93K | SH | $926.1K 0.37% | 0.00 | 0.00 | 4.93K |
VANGUARD SHORT TERM TREASURYSOLE | ETF | 14.50K | SH | $847.9K 0.33% | 0.00 | 0.00 | 14.50K |
DELL TECHNOLOGIES INCSOLE | COM | 9K | SH | $821.5K 0.32% | 0.00 | 0.00 | 9K |
SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 12.40K | SH | $820.3K 0.32% | 0.00 | 0.00 | 12.40K |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 3K | SH | $603.9K 0.24% | 0.00 | 0.00 | 3K |
WELLS FARGOSOLE | COM | 7.25K | SH | $520.7K 0.21% | 0.00 | 0.00 | 7.25K |
REDDIT INCSOLE | COM | 3K | SH | $490.3K 0.19% | 0.00 | 0.00 | 3K |
NVIDIA CORPORATIONSOLE | COM | 4.40K | SH | $482.7K 0.19% | 0.00 | 0.00 | 4.40K |
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