Defender Capital, LLC.

Name: Defender Capital, LLC.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in CHARLOTTE, NC. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 9, 2026. SEC CIK 1766929.

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Reported value$308.0m
Positions37

Holdings: 37 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Defender Capital, LLC., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Berkshire Hathaway Class BBRK-B	COM	084670702	50.7	16.5%	101,329	Added+1,760
Axon Enterprise IncAXON	COM	05464C101	41.8	13.6%	74,485	Added+15,195
Palantir Technologies Inclass aPLTR	COM	69608A108	36.1	11.7%	309,687	Added+24,739
Danaher CorpDHR	COM	235851102	28.3	9.2%	148,716	Reduced−8,813
Veralto CorpVLTO	COM	92338C103	22.0	7.2%	248,501	Added+8,868
Monster Beverage Corp NeMNST	COM	61174X109	19.1	6.2%	198,480	Reduced−11,009
Teledyne Technologies inTDY	COM	879360105	16.4	5.3%	24,641	Added+1,445
Tesla IncTSLA	COM	88160R101	12.6	4.1%	29,925	Added+4,143
Staar Surgical CoSTAA	COM	852312305	12.4	4.0%	431,187	Reduced−213,355
Costco WHSL Corp NewCOST	COM	22160K105	10.8	3.5%	11,500	Reduced−412
Alphabet Inc Class aGOOGL	COM	02079K305	10.7	3.5%	30,009	Reduced−2,130
Lineage Cell TherapeuticLCTX	COM	53566P109	8.6	2.8%	6,598,899	Reduced−130,700
ARM HoldingsARM	COM	042068205	7.3	2.4%	20,581	Reduced−78,359
Amazon.Com IncAMZN	COM	023135106	6.8	2.2%	28,672	Added+18,092
Intuitive Surgical IncISRG	COM	46120E602	3.8	1.2%	9,470	Added+8,833
Esab CorpESAB	COM	29605J106	3.6	1.2%	36,564	Added+6,877
Vanguard S&P 500 ETF	ETF	922908363	3.3	1.1%	4,750	New+4,750
Atomera IncATOM	COM	04965B100	2.6	0.8%	295,450	New+295,450
Nvidia CorpNVDA	COM	67066G104	1.5	0.5%	7,534	Added+50
Microsoft CorpMSFT	COM	594918104	1.4	0.4%	3,662	Added+810
Apple IncAAPL	COM	037833100	1.1	0.4%	3,955	Added+25
Alphabet Inc Class CGOOGL	COM	02079K107	1.0	0.3%	2,810	Reduced−930
Ishares Russell 2000 ETF	ETF	464287655	0.8	0.2%	2,500	New+2,500
State Street SPDR Portfolio S&P 500 ETF	ETF	78464A854	0.6	0.2%	7,200	New+7,200
Jpmorgan Chase & CoJPM	COM	46625H100	0.6	0.2%	1,716	Unchanged
Celsius Holdings IncCELH	COM	15118V207	0.5	0.2%	18,000	New+18,000
Taiwan SemiconductorTSM	COM	874039100	0.5	0.2%	1,000	Unchanged
Altria Group IncMO	COM	02209S103	0.4	0.1%	5,810	Unchanged
Pfizer IncPFE	COM	717081103	0.4	0.1%	16,735	Unchanged
Martin Marietta Matls inMLM	COM	573284106	0.4	0.1%	650	Unchanged
Phillips 66PSX	COM	718546104	0.3	0.1%	2,036	Unchanged
CSX CorpCSX	COM	126408103	0.3	0.1%	6,910	Unchanged
Intel CorpINTC	COM	458140100	0.3	<0.1%	2,100	Reduced−7,900
Johnson & JohnsonJNJ	COM	478160104	0.3	<0.1%	1,100	Unchanged
Cisco Sys IncCSCO	COM	17275R102	0.2	<0.1%	2,016	New+2,016
Newsmax Inc Class BNMAX	COM	65250K105	0.2	<0.1%	27,257	Unchanged
Visa Inc Class aV	COM	92826C839	0.2	<0.1%	620	New+620

Sold out: 4 positions

Held at the end of the quarter before and not reported this quarter.

Defender Capital, LLC., positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Bloom Energy CorpBE	COM	093712107	0.0%	Sold out−2,000
Fortive CorpFTV	COM	34959J108	0.0%	Sold out−86,480
Gilead Sciences IncGILD	COM	375558103	0.0%	Sold out−1,500
Joby Aviation Inc	COM	47714F109	0.0%	Sold out−10,000

Source: SEC EDGAR, Form 13F-HR, accession 0001766929-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.