Defender Capital, LLC.: 13F holdings
CIK 17669292026Q2
| Positions | 37 |
|---|
| Reported value | $308.0m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 37 (+3 vs prior quarter) |
|---|
| Reported value | $308.0m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY CLASS B | 101,329 | $50.7m | 16.5% |
| AXON AXON ENTERPRISE INC | 74,485 | $41.8m | 13.6% |
| PLTR PALANTIR TECHNOLOGIES INCLASS A | 309,687 | $36.1m | 11.7% |
| DHR DANAHER CORP | 148,716 | $28.3m | 9.2% |
| VLTO VERALTO CORP | 248,501 | $22.0m | 7.2% |
| MNST MONSTER BEVERAGE CORP NE | 198,480 | $19.1m | 6.2% |
| TDY TELEDYNE TECHNOLOGIES IN | 24,641 | $16.4m | 5.3% |
| TSLA TESLA INC | 29,925 | $12.6m | 4.1% |
| STAA STAAR SURGICAL CO | 431,187 | $12.4m | 4.0% |
| COST COSTCO WHSL CORP NEW | 11,500 | $10.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766929")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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