Defender Capital, LLC
$308M 13F equity value
40 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Defender Capital, LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY CLASS B | 101,329 | $51M | 16.5% |
| AXON | AXON ENTERPRISE INC | 74,485 | $42M | 13.6% |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | 309,687 | $36M | 11.7% |
| DHR | DANAHER CORP | 148,716 | $28M | 9.2% |
| VLTO | VERALTO CORP | 248,501 | $22M | 7.2% |
| MNST | MONSTER BEVERAGE CORP NE | 198,480 | $19M | 6.2% |
| TDY | TELEDYNE TECHNOLOGIES IN | 24,641 | $16M | 5.3% |
| TSLA | TESLA INC | 29,925 | $13M | 4.1% |
| STAA | STAAR SURGICAL CO | 431,187 | $12M | 4.0% |
| COST | COSTCO WHSL CORP NEW | 11,500 | $11M | 3.5% |
Track Defender Capital, LLC's 13F portfolio: $308M in reported holdings, 40 positions. Top holdings and quarterly changes on SentiSense.
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