StockDriftsStockDriftsTop 33 Defender Capital, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc Cl B | 16.92% | 99.6K | $47.7M | -0.88%(-883) | $253.13(+83.91%) | 2026-03-31 | |
| PLTR | Palantir Technologies Inc | 14.79% | 284.9K | $41.7M | +17.42%(+42.28K) | $39.69(+242.47%) | 2026-03-31 | |
| DHR | Danaher Corp | 10.59% | 157.5K | $29.9M | +0.97%(+1.51K) | $152.58(+14.45%) | 2026-03-31 | |
| AXON | Axon Enterprise Inc | 8.93% | 59.3K | $25.2M | +41.69%(+17.45K) | $258.71(+47.11%) | 2026-03-31 | |
| VLTO | Veralto Corp | 7.52% | 239.6K | $21.2M | +17.99%(+36.53K) | $92.17(-4.39%) | 2026-03-31 | |
| MNST | Monster Beverage Corp | 5.38% | 209.5K | $15.2M | -15.02%(-37.03K) | $39.92(+89.89%) | 2026-03-31 | |
| ARM | Arm Holdings Plc ADR | 5.31% | 98.9K | $15.0M | -1.98%(-2.00K) | $134.77(+54.96%) | 2026-03-31 | |
| TDY | Teledyne Technologies | 4.98% | 23.2K | $14.0M | -31.32%(-10.58K) | $411.48(+53.56%) | 2026-03-31 | |
| STAA | Staar Surgical Co | 4.28% | 644.5K | $12.1M | -3.54%(-23.68K) | $48.69(-43.62%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 4.21% | 11.9K | $11.9M | -1.42%(-172) | $411.29(+147.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.35% |
| Top 20 Holdings Unweighted | +17.66% | +62.88% |
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