Defender Capital, LLC.
34 holdingsFiling period: 2026-03-31Current AUM: $301.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Cl B | 99.6K | $47.7M | $47.7M | 15.83% | -883 | 2026-03-31 |
| 2 | PLTR | Palantir Technologies Inc | 284.9K | $41.7M | $35.1M | 11.63% | +42.3K | 2026-03-31 |
| 3 | DHR | Danaher Corp | 157.5K | $29.9M | $30.7M | 10.19% | +1.5K | 2026-03-31 |
| 4 | AXON | Axon Enterprise Inc | 59.3K | $25.2M | $31.3M | 10.38% | +17.4K | 2026-03-31 |
| 5 | VLTO | Veralto Corp | 239.6K | $21.2M | $22.6M | 7.49% | +36.5K | 2026-03-31 |
| 6 | MNST | Monster Beverage Corp | 209.5K | $15.2M | $20.2M | 6.70% | -37,033 | 2026-03-31 |
| 7 | ARM | Arm Holdings Plc ADR | 98.9K | $15.0M | $23.7M | 7.87% | -2,000 | 2026-03-31 |
| 8 | TDY | Teledyne Technologies | 23.2K | $14.0M | $15.2M | 5.04% | -10,579 | 2026-03-31 |
| 9 | STAA | Staar Surgical Co | 644.5K | $12.1M | $15.7M | 5.21% | -23,680 | 2026-03-31 |
| 10 | COST | Costco Wholesale Corp | 11.9K | $11.9M | $11.3M | 3.76% | -172 | 2026-03-31 |
| 11 | LCTX | Lineage Cell Therapeutics | 6.73M | $10.6M | $7.3M | 2.41% | -99,500 | 2026-03-31 |
| 12 | TSLA | Tesla Inc | 25.8K | $9.6M | $8.0M | 2.66% | -1,350 | 2026-03-31 |
| 13 | GOOGL | Alphabet Inc Cl A | 32.1K | $9.2M | $11.4M | 3.80% | +972 | 2026-03-31 |
| 14 | FTV | Fortive Corp | 86.5K | $4.8M | $5.1M | 1.70% | -66,857 | 2026-03-31 |
| 15 | ESAB | Esab Corp | 29.7K | $2.9M | $2.6M | 0.85% | -5,906 | 2026-03-31 |
| 16 | AMZN | Amazon.Com Inc | 10.6K | $2.2M | $2.9M | 0.95% | +2.5K | 2026-03-31 |
| 17 | NVDA | Nvidia Corp | 7.5K | $1.3M | $1.5M | 0.50% | +1.9K | 2026-03-31 |
| 18 | GOOG | Alphabet Inc Cl C | 3.7K | $1.1M | $1.3M | 0.44% | -170 | 2026-03-31 |
| 19 | MSFT | Microsoft Corp | 2.9K | $1.1M | $1.3M | 0.44% | +2 | 2026-03-31 |
| 20 | AAPL | Apple Inc | 3.9K | $997K | $1.2M | 0.40% | -1,023 | 2026-03-31 |
| 21 | JPM | Jpmorgan Chase & Co | 1.7K | $504K | $603K | 0.20% | -- | 2026-03-31 |
| 22 | PFE | Pfizer Inc | 16.7K | $469K | $418K | 0.14% | -- | 2026-03-31 |
| 23 | INTC | Intel Corp | 10.0K | $441K | $901K | 0.30% | -- | 2026-03-31 |
| 24 | MO | Altria Group Inc | 5.8K | $383K | $397K | 0.13% | -- | 2026-03-31 |
| 25 | MLM | Martin Marietta Materials | 650 | $382K | $341K | 0.11% | -- | 2026-03-31 |
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