Defender Capital, LLC.

CHARLOTTE, NC · CIK 1766929 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCharlotte, NC

$308.0m reported value +9.2% vs Q1 2026

37positions

81.2%in top 10

7 new 12 added 9 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	101,329	$50.7m16.46%	16.46%	Added +1.8k	+1,760 1.8%
2	AXON ENTERPRISE INC COM AXON	AXON	74,485	$41.8m13.56%	13.56%	Added +15.2k	+15,195 25.6%
3	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	309,687	$36.1m11.73%	11.73%	Added +24.7k	+24,739 8.7%
4	DANAHER CORPORATION COM DHR	DHR	148,716	$28.3m9.20%	9.20%	Reduced -8.8k	-8,813 -5.6%
5	VERALTO CORP COM SHS VLTO	VLTO	248,501	$22.0m7.16%	7.16%	Added +8.9k	+8,868 3.7%
6	MONSTER BEVERAGE CORP NEW COM MNST	MNST	198,480	$19.1m6.19%	6.19%	Reduced -11.0k	-11,009 -5.3%
7	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	24,641	$16.4m5.34%	5.34%	Added +1.4k	+1,445 6.2%
8	TESLA INC COM TSLA	TSLA	29,925	$12.6m4.09%	4.09%	Added +4.1k	+4,143 16.1%
9	STAAR SURGICAL CO COM PAR $0.01 STAA	STAA	431,187	$12.4m4.02%	4.02%	Reduced -213.4k	-213,355 -33.1%
10	COSTCO WHSL CORP NEW COM COST	COST	11,500	$10.8m3.49%	3.49%	Reduced -412	-412 -3.5%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	30,009	$10.7m3.48%	3.48%	Reduced -2.1k	-2,130 -6.6%
12	LINEAGE CELL THERAPEUTICS IN COM LCTX	LCTX	6,598,899	$8.6m2.81%	2.81%	Reduced -130.7k	-130,700 -1.9%
13	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	20,581	$7.3m2.37%	2.37%	Reduced -78.4k	-78,359 -79.2%
14	AMAZON COM INC COM AMZN	AMZN	28,672	$6.8m2.22%	2.22%	Added +18.1k	+18,092 171.0%
15	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	9,470	$3.8m1.22%	1.22%	Added +8.8k	+8,833 1386.7%
16	ESAB CORPORATION COM ESAB	ESAB	36,564	$3.6m1.17%	1.17%	Added +6.9k	+6,877 23.2%
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,750	$3.3m1.06%	1.06%	New
18	ATOMERA INC COM ATOM	ATOM	295,450	$2.6m0.84%	0.84%	New
19	NVIDIA CORPORATION COM NVDA	NVDA	7,534	$1.5m0.49%	0.49%	Added +50	+50 0.7%
20	MICROSOFT CORP COM MSFT	MSFT	3,662	$1.4m0.44%	0.44%	Added +810	+810 28.4%
21	APPLE INC COM AAPL	AAPL	3,955	$1.1m0.37%	0.37%	Added +25	+25 0.6%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	2,810	$992.9k0.32%	0.32%	Reduced -930	-930 -24.9%
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,500	$751.1k0.24%	0.24%	New
24	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	7,200	$632.7k0.21%	0.21%	New
25	JPMORGAN CHASE & CO COM JPM	JPM	1,716	$561.7k0.18%	0.18%	Unchanged
26	CELSIUS HLDGS INC COM NEW CELH	CELH	18,000	$527.0k0.17%	0.17%	New
27	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,000	$477.6k0.16%	0.16%	Unchanged
28	ALTRIA GROUP INC COM MO	MO	5,810	$418.0k0.14%	0.14%	Unchanged
29	PFIZER INC COM PFE	PFE	16,735	$403.0k0.13%	0.13%	Unchanged
30	MARTIN MARIETTA MATLS INC COM MLM	MLM	650	$374.9k0.12%	0.12%	Unchanged
31	PHILLIPS 66 COM PSX	PSX	2,036	$344.2k0.11%	0.11%	Unchanged
32	CSX CORP COM CSX	CSX	6,910	$328.4k0.11%	0.11%	Unchanged
33	INTEL CORP COM INTC	INTC	2,100	$293.2k0.10%	0.10%	Reduced -7.9k	-7,900 -79.0%
34	JOHNSON & JOHNSON COM JNJ	JNJ	1,100	$279.4k0.09%	0.09%	Unchanged
35	CISCO SYS INC COM CSCO	CSCO	2,016	$236.8k0.08%	0.08%	New
36	NEWSMAX INC COM SHS CLASS B NMAX	NMAX	27,257	$225.7k0.07%	0.07%	Unchanged
37	VISA INC COM CL A V	V	620	$212.7k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FORTIVE CORP FTV	FTV	86,480	$4.8m86.5k shares
BLOOM ENERGY CORP BE	BE	2,000	$271.0k2.0k shares
GILEAD SCIENCES INC GILD	GILD	1,500	$209.1k1.5k shares
Joby Aviation Inc		10,000	$82.6k10.0k shares