Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Defender Capital, LLC. (CIK 1766929) reported $308.0M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($50.7M, 16.46%), AXON ($41.8M, 13.56%), PLTR ($36.1M, 11.73%), DHR ($28.3M, 9.20%), VLTO ($22.0M, 7.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY CLASS B | $50.7M | 16.46% | 101,329 | Added |
| 2 | AXON | AXON ENTERPRISE INC | $41.8M | 13.56% | 74,485 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIES INCLASS A | $36.1M | 11.73% | 309,687 | Added |
| 4 | DHR | DANAHER CORP | $28.3M | 9.20% | 148,716 | Trimmed |
| 5 | VLTO | VERALTO CORP | $22.0M | 7.16% | 248,501 | Added |
| 6 | MNST | MONSTER BEVERAGE CORP NE | $19.1M | 6.19% | 198,480 | Trimmed |
| 7 | TDY | TELEDYNE TECHNOLOGIES IN | $16.4M | 5.34% | 24,641 | Added |
| 8 | TSLA | TESLA INC | $12.6M | 4.09% | 29,925 | Added |
| 9 | STAA | STAAR SURGICAL CO | $12.4M | 4.02% | 431,187 | Trimmed |
| 10 | COST | COSTCO WHSL CORP NEW | $10.8M | 3.49% | 11,500 | Trimmed |
| 11 | GOOGL | ALPHABET INC CLASS A | $10.7M | 3.48% | 30,009 | Trimmed |
| 12 | LCTX | LINEAGE CELL THERAPEUTIC | $8.6M | 2.81% | 6.6M | Trimmed |
| 13 | ARM | ARM HLDGS | $7.3M | 2.37% | 20,581 | Trimmed |
| 14 | AMZN | AMAZON.COM INC | $6.8M | 2.22% | 28,672 | Added |
| 15 | ISRG | INTUITIVE SURGICAL INC | $3.8M | 1.22% | 9,470 | Added |
| 16 | ESAB | ESAB CORP | $3.6M | 1.17% | 36,564 | Added |
| 17 | VOO | VANGUARD S&P 500 ETF | $3.3M | 1.06% | 4,750 | New |
| 18 | ATOM | ATOMERA INC | $2.6M | 0.84% | 295,450 | New |
| 19 | NVDA | NVIDIA CORP | $1.5M | 0.49% | 7,534 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 0.44% | 3,662 | Added |
| 21 | AAPL | APPLE INC | $1.1M | 0.37% | 3,955 | Added |
| 22 | GOOG | ALPHABET INC CLASS C | $992,858 | 0.32% | 2,810 | Trimmed |
| 23 | IWM | ISHARES RUSSELL 2000 ETF | $751,125 | 0.24% | 2,500 | New |
| 24 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $632,736 | 0.21% | 7,200 | New |
| 25 | JPM | JPMORGAN CHASE & CO | $561,699 | 0.18% | 1,716 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30