Filed: 10/1/2026ACC: 0001766929-26-000004
📋 What this filing means
DEFENDER CAPITAL, LLC. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $319.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$319.15M
Total AUM (reported)
9.27M
Total Shares
Allocation by class
COM$170.87M53.5%
CL A$59.81M18.7%
CL B NEW$49.94M15.6%
CAP STK CL A$10.34M3.2%
COM PAR $0.01$9.72M3.0%
COM NEW$6.77M2.1%
SPONSORED ADS$6.38M2.0%
Portfolio Concentration
Top 3$142.54M44.7%
4–10$116.62M36.5%
11–25$55.44M17.4%
Rest$4.56M1.4%
Top 3 weight
44.7%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 9.27M
Sole
Full voting authority
9.27M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares319.76K
TypeSH
Market value$59.81M
18.74%
Sole
319.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares100.30K
TypeSH
Market value$49.94M
15.65%
Sole
100.30K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares147.98K
TypeSH
Market value$32.78M
10.27%
Sole
147.98K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares71.91K
TypeSH
Market value$30.38M
9.52%
Sole
71.91K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares246.68K
TypeSH
Market value$23.27M
7.29%
Sole
246.68K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares385.78K
TypeSH
Market value$16.06M
5.03%
Sole
385.78K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares24.50K
TypeSH
Market value$14.87M
4.66%
Sole
24.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares43.83K
TypeSH
Market value$10.92M
3.42%
Sole
43.83K
Shared
0.00
None
0.00
TESLA INC
SOLEShares29.88K
TypeSH
Market value$10.60M
3.32%
Sole
29.88K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares11.55K
TypeSH
Market value$10.52M
3.30%
Sole
11.55K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30.06K
TypeSH
Market value$10.34M
3.24%
Sole
30.06K
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares429.76K
TypeSH
Market value$9.72M
3.04%
Sole
429.76K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares16.64K
TypeSH
Market value$6.77M
2.12%
Sole
16.64K
Shared
0.00
None
0.00
LINEAGE CELL THERAPEUTICS INC
SOLEShares6.65M
TypeSH
Market value$6.35M
1.99%
Sole
6.65M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares20.46K
TypeSH
Market value$5.93M
1.86%
Sole
20.46K
Shared
0.00
None
0.00
ESAB CORPORATION
SOLEShares42.16K
TypeSH
Market value$2.78M
0.87%
Sole
42.16K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.75K
TypeSH
Market value$2.63M
0.82%
Sole
3.75K
Shared
0.00
None
0.00
ATOMERA INC
SOLEShares594.45K
TypeSH
Market value$2.59M
0.81%
Sole
594.45K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.73K
TypeSH
Market value$2.22M
0.70%
Sole
9.73K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.66K
TypeSH
Market value$1.88M
0.59%
Sole
3.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.96K
TypeSH
Market value$1.32M
0.41%
Sole
3.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.46K
TypeSH
Market value$838.2K
0.26%
Sole
2.46K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares6.10K
TypeSH
Market value$733.4K
0.23%
Sole
6.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.50K
TypeSH
Market value$694.7K
0.22%
Sole
2.50K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares7.20K
TypeSH
Market value$646.3K
0.20%
Sole
7.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 319.76K | SH | $59.81M 18.74% | 319.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 100.30K | SH | $49.94M 15.65% | 100.30K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 147.98K | SH | $32.78M 10.27% | 147.98K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 71.91K | SH | $30.38M 9.52% | 71.91K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM | 246.68K | SH | $23.27M 7.29% | 246.68K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 385.78K | SH | $16.06M 5.03% | 385.78K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 24.50K | SH | $14.87M 4.66% | 24.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 43.83K | SH | $10.92M 3.42% | 43.83K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 29.88K | SH | $10.60M 3.32% | 29.88K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 11.55K | SH | $10.52M 3.30% | 11.55K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.06K | SH | $10.34M 3.24% | 30.06K | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM PAR $0.01 | 429.76K | SH | $9.72M 3.04% | 429.76K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 16.64K | SH | $6.77M 2.12% | 16.64K | 0.00 | 0.00 |
LINEAGE CELL THERAPEUTICS INCSOLE | COM | 6.65M | SH | $6.35M 1.99% | 6.65M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 20.46K | SH | $5.93M 1.86% | 20.46K | 0.00 | 0.00 |
ESAB CORPORATIONSOLE | COM | 42.16K | SH | $2.78M 0.87% | 42.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.75K | SH | $2.63M 0.82% | 3.75K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 594.45K | SH | $2.59M 0.81% | 594.45K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.73K | SH | $2.22M 0.70% | 9.73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.66K | SH | $1.88M 0.59% | 3.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.96K | SH | $1.32M 0.41% | 3.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.46K | SH | $838.2K 0.26% | 2.46K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 6.10K | SH | $733.4K 0.23% | 6.10K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 2.50K | SH | $694.7K 0.22% | 2.50K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P 500 ETF | 7.20K | SH | $646.3K 0.20% | 7.20K | 0.00 | 0.00 |
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