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Defender Capital, LLC.
Period ended Sep 30, 2026 · Latest filing Oct 1, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $319,152,797
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $59,810,547
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $49,943,888
- DANAHER CORPORATION · COM · 235851102 · shares: $32,784,406
- AXON ENTERPRISE INC · COM · 05464C101 · shares: $30,383,414
- VERALTO CORP · COM · 92338C103 · shares: $23,266,765
- MONSTER BEVERAGE CORP NEW · COM · 61174X109 · shares: $16,056,164
- TELEDYNE TECHNOLOGIES INC · COM · 879360105 · shares: $14,867,452
- AMAZON COM INC · COM · 023135106 · shares: $10,920,743
- TESLA INC · COM · 88160R101 · shares: $10,601,723
- COSTCO WHSL CORP NEW · COM · 22160K105 · shares: $10,519,048
Reported holdings
38 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 319,757 shares | $59,810,547 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 100,299 shares | $49,943,888 |
| DANAHER CORPORATION | COM | 235851102 | — | 147,977 shares | $32,784,406 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 71,910 shares | $30,383,414 |
| VERALTO CORP | COM | 92338C103 | — | 246,679 shares | $23,266,765 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 385,780 shares | $16,056,164 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 24,501 shares | $14,867,452 |
| AMAZON COM INC | COM | 023135106 | — | 43,832 shares | $10,920,743 |
| TESLA INC | COM | 88160R101 | — | 29,880 shares | $10,601,723 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 11,555 shares | $10,519,048 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 30,059 shares | $10,342,701 |
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | — | 429,762 shares | $9,716,919 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 16,640 shares | $6,766,324 |
| LINEAGE CELL THERAPEUTICS INC | COM | 53566P109 | — | 6,648,899 shares | $6,354,353 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 20,459 shares | $5,926,154 |
| ESAB CORPORATION | COM | 29605J106 | — | 42,165 shares | $2,777,847 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,750 shares | $2,628,225 |
| ATOMERA INC | COM | 04965B100 | — | 594,450 shares | $2,591,802 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 9,734 shares | $2,223,051 |
| MICROSOFT CORP | COM | 594918104 | — | 3,662 shares | $1,878,487 |
| APPLE INC | COM | 037833100 | — | 3,956 shares | $1,317,439 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,460 shares | $838,221 |
| INTEL CORP | COM | 458140100 | — | 6,100 shares | $733,403 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 2,500 shares | $694,725 |
| SPDR SER TR | PORTFOLIO S&P 500 ETF | 78464A854 | — | 7,200 shares | $646,272 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,716 shares | $567,705 |
| PHILLIPS 66 | COM | 718546104 | — | 2,036 shares | $519,812 |
| PFIZER INC | COM | 717081103 | — | 16,735 shares | $477,283 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 1,000 shares | $456,190 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 5,810 shares | $391,246 |
| CSX CORP | COM | 126408103 | — | 6,910 shares | $321,385 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 650 shares | $311,877 |
| NEWSMAX INC | CL B | 65250K105 | — | 27,257 shares | $294,649 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,100 shares | $291,214 |
| SERVICENOW INC | COM | 81762P102 | — | 2,000 shares | $268,020 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,500 shares | $223,575 |
| VISA INC | COM CL A | 92826C839 | — | 620 shares | $222,785 |
| CISCO SYS INC | COM | 17275R102 | — | 2,016 shares | $216,983 |