13F HOLDINGS REPORT
Defender Capital, LLC.
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001766929-25-000003
Total Value
$294.5M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS B | BRK-A | 96,261 | $46.8M | 15.88% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 306,599 | $41.8M | 14.19% |
| 3 | AXON ENTERPRISE INC | AXON | 40,224 | $33.3M | 11.31% |
| 4 | DANAHER CORP | 235851102 | 157,041 | $31.0M | 10.53% |
| 5 | MONSTER BEVERAGE CORP NE | MNST | 317,600 | $19.9M | 6.75% |
| 6 | TELEDYNE TECHNOLOGIES IN | TDY | 34,536 | $17.7M | 6.01% |
| 7 | VERALTO CORP | VLTO | 172,870 | $17.5M | 5.93% |
| 8 | ARM HLDGS | 042068205 | 106,985 | $17.3M | 5.88% |
| 9 | FORTIVE CORP | FTV | 248,435 | $13.0M | 4.40% |
| 10 | STAAR SURGICAL CO | STAA | 695,764 | $11.7M | 3.96% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 11,165 | $11.1M | 3.75% |
| 12 | LINEAGE CELL THERAPEUTIC | 53566P109 | 6,785,177 | $6.2M | 2.09% |
| 13 | TESLA INC | TSLA | 13,580 | $4.3M | 1.46% |
| 14 | RALLIANT CORP | 751277104 | 79,397 | $4.2M | 1.43% |
| 15 | ESAB CORPORATION | ESAB | 30,737 | $3.7M | 1.26% |
| 16 | VANGUARD S&P 500 ETF | 922908363 | 4,750 | $2.7M | 0.92% |
| 17 | MICROSOFT CORP | MSFT | 2,736 | $1.4M | 0.46% |
| 18 | AMAZON.COM INC | AMZN | 4,930 | $1.1M | 0.37% |
| 19 | PACER US CASH COWS 100 ETF | 69374H881 | 19,500 | $1.1M | 0.36% |
| 20 | NVIDIA CORP | NVDA | 6,450 | $1.0M | 0.35% |
| 21 | APPLE INC | AAPL | 4,696 | $963,504 | 0.33% |
| 22 | DELL TECHNOLOGIES INC | DELL | 6,000 | $735,600 | 0.25% |
| 23 | SPDR PORTFOLIO S&P 500 ETF | 78464A854 | 9,200 | $668,748 | 0.23% |
| 24 | CAVA GROUP INC | CAVA | 7,700 | $648,571 | 0.22% |
| 25 | ISHARES RUSSELL 2000 ETF | 464287655 | 3,000 | $647,370 | 0.22% |
| 26 | WELLS FARGO & CO | 949746101 | 7,250 | $580,870 | 0.20% |
| 27 | JPMORGAN CHASE & CO | VYLD | 1,709 | $495,456 | 0.17% |
| 28 | BLOOM ENERGY CORPORATION | BE | 20,000 | $478,400 | 0.16% |
| 29 | PFIZER INC | PFE | 16,735 | $405,656 | 0.14% |
| 30 | OMNICOM GROUP INC. | OMC | 5,000 | $359,700 | 0.12% |
| 31 | MARTIN MARIETTA MATLS IN | 573284106 | 650 | $356,824 | 0.12% |
| 32 | ALTRIA GROUP INC | MO | 5,810 | $340,640 | 0.12% |
| 33 | FRESHPET INC | FRPT | 4,200 | $285,432 | 0.10% |
| 34 | PHILLIPS 66 | PSX | 2,036 | $242,895 | 0.08% |
| 35 | TAIWAN SEMICONDUCTOR | 874039100 | 1,000 | $226,490 | 0.08% |
| 36 | CSX CORP | CSX | 6,910 | $225,473 | 0.08% |
| 37 | VISA INC CLASS A | V | 620 | $220,131 | 0.07% |
| 38 | INSIGHT MOLECULAR DIAGNO | IMDX | 32,928 | $99,443 | 0.03% |
| 39 | 374WATER INC | SCWO | 93,000 | $30,160 | 0.01% |