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CIK 0001766929 • 6 13F filings • Apr 28, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 374WATER INC | COM | $30K | 0.0% | 93,000 SH | New |
| ALTRIA GROUP INC | COM | $341K | 0.1%Prev: 0.1% | 5,810 SH | Decreased |
| AMAZON.COM INC | COM | $1.1M | 0.4%Prev: 0.8% | 4,930 SH | Decreased-5,650 SH |
| APPLE INC | COM | $964K | 0.3%Prev: 0.4% | 4,696 SH | Decreased+766 SH |
| ARM HLDGS | COM | $17.3M | 5.9% | 106,985 SH | New |
| AXON ENTERPRISE INC | COM | $33.3M | 11.3%Prev: 8.9% | 40,224 SH | Increased-19,066 SH |
| BERKSHIRE HATHAWAY CLASS B | COM | $46.8M | 15.9% | 96,261 SH | New |
| BLOOM ENERGY CORPORATION | COM | $478K | 0.2% | 20,000 SH | New |
| CAVA GROUP INC | COM | $649K | 0.2% | 7,700 SH | New |
| COSTCO WHSL CORP NEW | COM | $11.1M | 3.8% | 11,165 SH | New |
| CSX CORP | COM | $225K | 0.1%Prev: 0.1% | 6,910 SH | Decreased |
| DANAHER CORP | COM | $31.0M | 10.5%Prev: 10.6% | 157,041 SH | Increased-488 SH |
| DELL TECHNOLOGIES INC | COM | $736K | 0.2% | 6,000 SH | New |
| ESAB CORPORATION | COM | $3.7M | 1.3% | 30,737 SH | New |
| FORTIVE CORP | COM | $13.0M | 4.4%Prev: 1.7% | 248,435 SH | Increased+161,955 SH |
| FRESHPET INC | COM | $285K | 0.1% | 4,200 SH | New |
| INSIGHT MOLECULAR DIAGNO | COM | $99K | 0.0% | 32,928 SH | New |
| ISHARES RUSSELL 2000 ETF | ETF | $647K | 0.2% | 3,000 SH | New |
| JPMORGAN CHASE & CO | COM | $495K | 0.2%Prev: 0.2% | 1,709 SH | Decreased-7 SH |
| LINEAGE CELL THERAPEUTIC | COM | $6.2M | 2.1% | 6,785,177 SH | New |
| MARTIN MARIETTA MATLS IN | COM | $357K | 0.1% | 650 SH | New |
| MICROSOFT CORP | COM | $1.4M | 0.5%Prev: 0.4% | 2,736 SH | Increased-116 SH |
| MONSTER BEVERAGE CORP NE | COM | $19.9M | 6.8% | 317,600 SH | New |
| NVIDIA CORP | COM | $1.0M | 0.3%Prev: 0.5% | 6,450 SH | Decreased-1,034 SH |
| OMNICOM GROUP INC. | COM | $360K | 0.1% | 5,000 SH | New |
| PACER US CASH COWS 100 ETF | ETF | $1.1M | 0.4% | 19,500 SH | New |
| PALANTIR TECHNOLOGIES INC | COM | $41.8M | 14.2%Prev: 14.8% | 306,599 SH | Increased+21,651 SH |
| PFIZER INC | COM | $406K | 0.1%Prev: 0.2% | 16,735 SH | Decreased |
| PHILLIPS 66 | COM | $243K | 0.1%Prev: 0.1% | 2,036 SH | Decreased |
| RALLIANT CORP | COM | $4.2M | 1.4% | 79,397 SH | New |
| SPDR PORTFOLIO S&P 500 ETF | ETF | $669K | 0.2% | 9,200 SH | New |
| STAAR SURGICAL CO | COM | $11.7M | 4.0%Prev: 4.3% | 695,764 SH | Decreased+51,222 SH |
| TAIWAN SEMICONDUCTOR | COM | $226K | 0.1% | 1,000 SH | New |
| TELEDYNE TECHNOLOGIES IN | COM | $17.7M | 6.0% | 34,536 SH | New |
| TESLA INC | COM | $4.3M | 1.5%Prev: 3.4% | 13,580 SH | Decreased-12,202 SH |
| VANGUARD S&P 500 ETF | ETF | $2.7M | 0.9% | 4,750 SH | New |
| VERALTO CORP | COM | $17.5M | 5.9%Prev: 7.5% | 172,870 SH | Decreased-66,763 SH |
| VISA INC CLASS A | COM | $220K | 0.1% | 620 SH | New |
| WELLS FARGO & CO | COM | $581K | 0.2% | 7,250 SH | New |
| 13F-HR |
| 0001766929-25-000005 |
| $298.2M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001766929-26-000003 | $308.0M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001766929-25-000003 | $294.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001766929-26-000002 | $281.9M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001766929-25-000002 | $253.6M | View |