Filed: 4/13/2026ACC: 0001766929-26-000002
📋 What this filing means
DEFENDER CAPITAL, LLC. filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $281.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$281.92M
Total AUM (reported)
8.85M
Total Shares
Allocation by class
COM$281.92M100.0%
Portfolio Concentration
Top 3$119.26M42.3%
4–10$114.47M40.6%
11–25$45.93M16.3%
Rest$2.26M0.8%
Top 3 weight
42.3%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 8.85M
Sole
Full voting authority
8.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
Berkshire Hathaway Inc Cl B
SOLEShares99.57K
TypeSH
Market value$47.71M
16.92%
Sole
99.57K
Shared
0.00
None
0.00
Palantir Technologies Inc
SOLEShares284.95K
TypeSH
Market value$41.68M
14.79%
Sole
284.95K
Shared
0.00
None
0.00
Danaher Corp
SOLEShares157.53K
TypeSH
Market value$29.87M
10.59%
Sole
157.53K
Shared
0.00
None
0.00
Axon Enterprise Inc
SOLEShares59.29K
TypeSH
Market value$25.18M
8.93%
Sole
59.29K
Shared
0.00
None
0.00
Veralto Corp
SOLEShares239.63K
TypeSH
Market value$21.19M
7.52%
Sole
239.63K
Shared
0.00
None
0.00
Monster Beverage Corp
SOLEShares209.49K
TypeSH
Market value$15.18M
5.38%
Sole
209.49K
Shared
0.00
None
0.00
Arm Holdings Plc ADR
SOLEShares98.94K
TypeSH
Market value$14.97M
5.31%
Sole
98.94K
Shared
0.00
None
0.00
Teledyne Technologies
SOLEShares23.20K
TypeSH
Market value$14.03M
4.98%
Sole
23.20K
Shared
0.00
None
0.00
Staar Surgical Co
SOLEShares644.54K
TypeSH
Market value$12.05M
4.28%
Sole
644.54K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares11.91K
TypeSH
Market value$11.87M
4.21%
Sole
11.91K
Shared
0.00
None
0.00
Lineage Cell Therapeutics
SOLEShares6.73M
TypeSH
Market value$10.63M
3.77%
Sole
6.73M
Shared
0.00
None
0.00
Tesla Inc
SOLEShares25.78K
TypeSH
Market value$9.58M
3.40%
Sole
25.78K
Shared
0.00
None
0.00
Alphabet Inc Cl A
SOLEShares32.14K
TypeSH
Market value$9.24M
3.28%
Sole
32.14K
Shared
0.00
None
0.00
Fortive Corp
SOLEShares86.48K
TypeSH
Market value$4.78M
1.70%
Sole
86.48K
Shared
0.00
None
0.00
Esab Corp
SOLEShares29.69K
TypeSH
Market value$2.87M
1.02%
Sole
29.69K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares10.58K
TypeSH
Market value$2.20M
0.78%
Sole
10.58K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares7.48K
TypeSH
Market value$1.31M
0.46%
Sole
7.48K
Shared
0.00
None
0.00
Alphabet Inc Cl C
SOLEShares3.74K
TypeSH
Market value$1.07M
0.38%
Sole
3.74K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares2.85K
TypeSH
Market value$1.06M
0.37%
Sole
2.85K
Shared
0.00
None
0.00
Apple Inc
SOLEShares3.93K
TypeSH
Market value$997.3K
0.35%
Sole
3.93K
Shared
0.00
None
0.00
Jpmorgan Chase & Co
SOLEShares1.72K
TypeSH
Market value$504.8K
0.18%
Sole
1.72K
Shared
0.00
None
0.00
Pfizer Inc
SOLEShares16.73K
TypeSH
Market value$469.9K
0.17%
Sole
16.73K
Shared
0.00
None
0.00
Intel Corp
SOLEShares10K
TypeSH
Market value$441.3K
0.16%
Sole
10K
Shared
0.00
None
0.00
Altria Group Inc
SOLEShares5.81K
TypeSH
Market value$383.4K
0.14%
Sole
5.81K
Shared
0.00
None
0.00
Martin Marietta Materials
SOLEShares650.00
TypeSH
Market value$382.6K
0.14%
Sole
650.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Cl BSOLE | COM | 99.57K | SH | $47.71M 16.92% | 99.57K | 0.00 | 0.00 |
Palantir Technologies IncSOLE | COM | 284.95K | SH | $41.68M 14.79% | 284.95K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 157.53K | SH | $29.87M 10.59% | 157.53K | 0.00 | 0.00 |
Axon Enterprise IncSOLE | COM | 59.29K | SH | $25.18M 8.93% | 59.29K | 0.00 | 0.00 |
Veralto CorpSOLE | COM | 239.63K | SH | $21.19M 7.52% | 239.63K | 0.00 | 0.00 |
Monster Beverage CorpSOLE | COM | 209.49K | SH | $15.18M 5.38% | 209.49K | 0.00 | 0.00 |
Arm Holdings Plc ADRSOLE | COM | 98.94K | SH | $14.97M 5.31% | 98.94K | 0.00 | 0.00 |
Teledyne TechnologiesSOLE | COM | 23.20K | SH | $14.03M 4.98% | 23.20K | 0.00 | 0.00 |
Staar Surgical CoSOLE | COM | 644.54K | SH | $12.05M 4.28% | 644.54K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 11.91K | SH | $11.87M 4.21% | 11.91K | 0.00 | 0.00 |
Lineage Cell TherapeuticsSOLE | COM | 6.73M | SH | $10.63M 3.77% | 6.73M | 0.00 | 0.00 |
Tesla IncSOLE | COM | 25.78K | SH | $9.58M 3.40% | 25.78K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | COM | 32.14K | SH | $9.24M 3.28% | 32.14K | 0.00 | 0.00 |
Fortive CorpSOLE | COM | 86.48K | SH | $4.78M 1.70% | 86.48K | 0.00 | 0.00 |
Esab CorpSOLE | COM | 29.69K | SH | $2.87M 1.02% | 29.69K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 10.58K | SH | $2.20M 0.78% | 10.58K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 7.48K | SH | $1.31M 0.46% | 7.48K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | COM | 3.74K | SH | $1.07M 0.38% | 3.74K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 2.85K | SH | $1.06M 0.37% | 2.85K | 0.00 | 0.00 |
Apple IncSOLE | COM | 3.93K | SH | $997.3K 0.35% | 3.93K | 0.00 | 0.00 |
Jpmorgan Chase & CoSOLE | COM | 1.72K | SH | $504.8K 0.18% | 1.72K | 0.00 | 0.00 |
Pfizer IncSOLE | COM | 16.73K | SH | $469.9K 0.17% | 16.73K | 0.00 | 0.00 |
Intel CorpSOLE | COM | 10K | SH | $441.3K 0.16% | 10K | 0.00 | 0.00 |
Altria Group IncSOLE | COM | 5.81K | SH | $383.4K 0.14% | 5.81K | 0.00 | 0.00 |
Martin Marietta MaterialsSOLE | COM | 650.00 | SH | $382.6K 0.14% | 650.00 | 0.00 | 0.00 |
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