13F HOLDINGS REPORT
Defender Capital, LLC.
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001766929-25-000005
Total Value
$298.2M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS B | 000000nan | 99,233 | $49.9M | 16.73% |
| 2 | PALANTIR TECHNOLOGIES INCLASS A | 000000nan | 248,383 | $45.3M | 15.20% |
| 3 | DANAHER CORP | 000000nan | 159,687 | $31.7M | 10.62% |
| 4 | AXON ENTERPRISE INC | 000000nan | 39,626 | $28.4M | 9.54% |
| 5 | MONSTER BEVERAGE CORP NE | 000000nan | 316,315 | $21.3M | 7.14% |
| 6 | TELEDYNE TECHNOLOGIES IN | 000000nan | 34,218 | $20.1M | 6.73% |
| 7 | VERALTO CORP | 000000nan | 181,040 | $19.3M | 6.47% |
| 8 | STAAR SURGICAL CO | 000000nan | 701,277 | $18.8M | 6.32% |
| 9 | FORTIVE CORP DISC | 000000nan | 254,158 | $12.5M | 4.18% |
| 10 | LINEAGE CELL THERAPEUTIC | 000000nan | 6,806,577 | $11.5M | 3.86% |
| 11 | COSTCO WHSL CORP NEW | 000000nan | 11,954 | $11.1M | 3.71% |
| 12 | TESLA INC | 000000nan | 22,052 | $9.8M | 3.29% |
| 13 | ESAB CORP | 000000nan | 35,768 | $4.0M | 1.34% |
| 14 | VANGUARD S&P 500 ETF | 000000nan | 4,750 | $2.9M | 0.98% |
| 15 | MICROSOFT CORP | 000000nan | 2,849 | $1.5M | 0.50% |
| 16 | APPLE INC | 000000nan | 4,953 | $1.3M | 0.42% |
| 17 | AMAZON.COM INC | 000000nan | 5,080 | $1.1M | 0.37% |
| 18 | CAVA GROUP INC | 000000nan | 18,091 | $1.1M | 0.37% |
| 19 | NVIDIA CORP | 000000nan | 5,534 | $1.0M | 0.35% |
| 20 | ISHARES RUSSELL 2000 ETF | 000000nan | 3,000 | $725,880 | 0.24% |
| 21 | SPDR PORTFOLIO S&P 500 ETF | 000000nan | 9,200 | $720,728 | 0.24% |
| 22 | JPMORGAN CHASE & CO | 000000nan | 1,804 | $569,036 | 0.19% |
| 23 | PFIZER INC | 000000nan | 16,735 | $426,408 | 0.14% |
| 24 | nan | 000000nan | 3,000 | $424,470 | 0.14% |
| 25 | MARTIN MARIETTA MATLS IN | 000000nan | 650 | $409,682 | 0.14% |
| 26 | ALTRIA GROUP INC | 000000nan | 5,810 | $383,809 | 0.13% |
| 27 | nan | 000000nan | 10,000 | $335,500 | 0.11% |
| 28 | WELLS FARGO & CO | 000000nan | 3,750 | $314,325 | 0.11% |
| 29 | PHILLIPS 66 | 000000nan | 2,036 | $276,937 | 0.09% |
| 30 | CSX CORP | 000000nan | 6,910 | $245,374 | 0.08% |
| 31 | JOHNSON & JOHNSON | 000000nan | 1,266 | $234,742 | 0.08% |
| 32 | BROADCOM INC | 000000nan | 679 | $224,009 | 0.08% |
| 33 | VISA INC CLASS A | 000000nan | 620 | $211,656 | 0.07% |
| 34 | nan | 000000nan | 10,000 | $161,400 | 0.05% |
| 35 | 374WATER INC | 000000nan | 93,000 | $26,682 | 0.01% |