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Defender Capital, LLC.
Defender Capital, LLC is a family-owned and operated, SEC-Registered Investment Advisor headquartered in Charlotte, North Carolina. Founded in 2002, the firm manages private investment accounts—including retirement accounts, trusts, and corporate accounts—for individuals, families, and corporations. As of 2025, Defender Capital has 7 employees and serves over 500 clients with a focus on research-driven U.S. equity investing and long-term, tax-efficient portfolios.
Investment Strategy
Defender Capital takes a research-driven, long-term approach, specializing in U.S. equities through disciplined, bottom-up stock selection. The firm’s investment process emphasizes a deep understanding of business fundamentals, capital allocation, and risk measured at the company—not market—level. The strategy favors founder-led, global growth companies and maintains low portfolio turnover for tax efficiency. Defender Capital aligns its interests with clients by investing in the same holdings and focuses on achieving after-tax returns. Its hedge fund, Defender Capital Partners, operates as a U.S. long-short fund of funds with each manager focusing on their top ideas for intelligent diversification.
Latest 13F Filing Activity
Defender Capital, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $295M. The fund increased holdings in Arm HLDGS, Axon Enterprise Inc., Palantir Technologies Inc. among other positions. Defender Capital, LLC. reduced exposure to Fortive Corp., Berkshire Hathaway Class B, Danaher Corp. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 15.88% | $46.8M | 96,261 | $237.46 | $485.77 | -$4.9M | |
P PLTR | PALANTIR TECHNOLOGIES INC | 14.19% | $41.8M | 306,599 | $19.08 | $136.32 | +$11.5M |
A AXON | AXON ENTERPRISE INC | 11.31% | $33.3M | 40,224 | $141.28 | $827.94 | +$11.6M |
D DHR | DANAHER CORP | 10.53% | $31.0M | 157,041 | $148.92 | $197.54 | -$1.1M |
M MNST | MONSTER BEVERAGE CORP NE | 6.75% | $19.9M | 317,600 | $38.94 | $62.64 | -$734.1K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Charlotte, NC , United States | |
J Josh L. | Partner | Charlotte, NC , United States |
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