account_balance
Investment manager · 13F filer · SEC CIK 1766929
Defender Capital, LLC.
Reported value$308Mas of Jun 30, 2026
Positions37 7 new, 4 sold out
Top 10 weight81.2%BRK-B alone is 16%
FiledJul 99 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Class B
16.5%
AXONAxon Enterprise Inc
13.6%Added +26%
PLTRPalantir Technologies Inclass A
11.7%Added +9%
DHRDanaher Corp
9.2%Trimmed −6%
VLTOVeralto Corp
7.2%Added +4%
MNSTMonster Beverage Corp Ne
6.2%Trimmed −5%
TDYTeledyne Technologies In
5.3%Added +6%
TSLATesla Inc
4.1%Added +16%
STAAStaar Surgical Co
4.0%Trimmed −33%
COSTCostco WHSL Corp New
3.5%Trimmed −3%
GOOGLAlphabet Inc Class A
3.5%Trimmed −7%
LCTXLineage Cell Therapeutic
2.8%
BRK-BBerkshire Hathaway Class B
16.5%
AXONAxon Enterprise Inc
13.6%Added +26%
PLTR11.7%DHR9.2%VLTO7.2%MNST6.2%TDY5.3%TSLA4.1%STAA4.0%COST3.5%GOOGL3.5%LCTX2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Class B 16.5% HeldAXON Axon Enterprise Inc 13.6% Added +26%PLTR Palantir Technologies Inclass A 11.7% Added +9%DHR Danaher Corp 9.2% Trimmed −6%VLTO Veralto Corp 7.2% Added +4%MNST Monster Beverage Corp Ne 6.2% Trimmed −5%TDY Teledyne Technologies In 5.3% Added +6%TSLA Tesla Inc 4.1% Added +16%STAA Staar Surgical Co 4.0% Trimmed −33%COST Costco WHSL Corp New 3.5% Trimmed −3%GOOGL Alphabet Inc Class A 3.5% Trimmed −7%LCTX Lineage Cell Therapeutic 2.8% Held
What changed