Filed: 7/9/2026ACC: 0001766929-26-000003
📋 What this filing means
DEFENDER CAPITAL, LLC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $307.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$307.97M
Total AUM (reported)
8.72M
Total Shares
Allocation by class
COM$303.32M98.5%
ETF$4.65M1.5%
Portfolio Concentration
Top 3$128.59M41.8%
4–10$121.59M39.5%
11–25$53.66M17.4%
Rest$4.12M1.3%
Top 3 weight
41.8%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 8.72M
Sole
Full voting authority
8.72M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
BERKSHIRE HATHAWAY CLASS B
SOLEShares101.33K
TypeSH
Market value$50.70M
16.46%
Sole
101.33K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares74.48K
TypeSH
Market value$41.76M
13.56%
Sole
74.48K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCLASS A
SOLEShares309.69K
TypeSH
Market value$36.13M
11.73%
Sole
309.69K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares148.72K
TypeSH
Market value$28.33M
9.20%
Sole
148.72K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares248.50K
TypeSH
Market value$22.04M
7.16%
Sole
248.50K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NE
SOLEShares198.48K
TypeSH
Market value$19.08M
6.19%
Sole
198.48K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES IN
SOLEShares24.64K
TypeSH
Market value$16.43M
5.34%
Sole
24.64K
Shared
0.00
None
0.00
TESLA INC
SOLEShares29.93K
TypeSH
Market value$12.59M
4.09%
Sole
29.93K
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares431.19K
TypeSH
Market value$12.37M
4.02%
Sole
431.19K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares11.50K
TypeSH
Market value$10.76M
3.49%
Sole
11.50K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares30.01K
TypeSH
Market value$10.72M
3.48%
Sole
30.01K
Shared
0.00
None
0.00
LINEAGE CELL THERAPEUTIC
SOLEShares6.60M
TypeSH
Market value$8.64M
2.81%
Sole
6.60M
Shared
0.00
None
0.00
ARM HLDGS
SOLEShares20.58K
TypeSH
Market value$7.30M
2.37%
Sole
20.58K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares28.67K
TypeSH
Market value$6.83M
2.22%
Sole
28.67K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares9.47K
TypeSH
Market value$3.77M
1.22%
Sole
9.47K
Shared
0.00
None
0.00
ESAB CORP
SOLEShares36.56K
TypeSH
Market value$3.61M
1.17%
Sole
36.56K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares4.75K
TypeSH
Market value$3.26M
1.06%
Sole
4.75K
Shared
0.00
None
0.00
ATOMERA INC
SOLEShares295.45K
TypeSH
Market value$2.57M
0.84%
Sole
295.45K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares7.53K
TypeSH
Market value$1.51M
0.49%
Sole
7.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.66K
TypeSH
Market value$1.37M
0.44%
Sole
3.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.96K
TypeSH
Market value$1.14M
0.37%
Sole
3.96K
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares2.81K
TypeSH
Market value$992.9K
0.32%
Sole
2.81K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 ETF
SOLEShares2.50K
TypeSH
Market value$751.1K
0.24%
Sole
2.50K
Shared
0.00
None
0.00
STATE STREET SPDR PORTFOLIO S&P 500 ETF
SOLEShares7.20K
TypeSH
Market value$632.7K
0.21%
Sole
7.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares1.72K
TypeSH
Market value$561.7K
0.18%
Sole
1.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 101.33K | SH | $50.70M 16.46% | 101.33K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 74.48K | SH | $41.76M 13.56% | 74.48K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCLASS ASOLE | COM | 309.69K | SH | $36.13M 11.73% | 309.69K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 148.72K | SH | $28.33M 9.20% | 148.72K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM | 248.50K | SH | $22.04M 7.16% | 248.50K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NESOLE | COM | 198.48K | SH | $19.08M 6.19% | 198.48K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INSOLE | COM | 24.64K | SH | $16.43M 5.34% | 24.64K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 29.93K | SH | $12.59M 4.09% | 29.93K | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM | 431.19K | SH | $12.37M 4.02% | 431.19K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 11.50K | SH | $10.76M 3.49% | 11.50K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 30.01K | SH | $10.72M 3.48% | 30.01K | 0.00 | 0.00 |
LINEAGE CELL THERAPEUTICSOLE | COM | 6.60M | SH | $8.64M 2.81% | 6.60M | 0.00 | 0.00 |
ARM HLDGSSOLE | COM | 20.58K | SH | $7.30M 2.37% | 20.58K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 28.67K | SH | $6.83M 2.22% | 28.67K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM | 9.47K | SH | $3.77M 1.22% | 9.47K | 0.00 | 0.00 |
ESAB CORPSOLE | COM | 36.56K | SH | $3.61M 1.17% | 36.56K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 4.75K | SH | $3.26M 1.06% | 4.75K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 295.45K | SH | $2.57M 0.84% | 295.45K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 7.53K | SH | $1.51M 0.49% | 7.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.66K | SH | $1.37M 0.44% | 3.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.96K | SH | $1.14M 0.37% | 3.96K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 2.81K | SH | $992.9K 0.32% | 2.81K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 2.50K | SH | $751.1K 0.24% | 2.50K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 7.20K | SH | $632.7K 0.21% | 7.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.72K | SH | $561.7K 0.18% | 1.72K | 0.00 | 0.00 |
Page 1 of 2