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Grant Wilson

@Defender Capital, Llc.

Latest period2024 - Q3ReportedManaged Assets$301.147MTotal holdings35
Assets growth rate2.89%Assets growth rate (2-Q avg)1.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Defender Capital, Llc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Defender Capital, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 301.147M in assets, with a quarterly growth rate of 2.89% and a 2-quarter average growth rate of 1.23%. The portfolio is managed by Grant Wilson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Class B
Recent Activity
Decreased -1.17%
15.19%
$45.726M
99,348 shares@ $460.26 avg price
VGSHVanguard Short Term Treasury Etf Iv
Recent Activity
Decreased -16.61%
14.72%
$44.309M
750,753 shares@ $59.02 avg price
DHRDanaher Corporation
Recent Activity
Decreased -2.29%
12.2%
$36.722M
132,085 shares@ $278.03 avg price
STAAStaar Surgical Co
Recent Activity
Increased 4.38%
8.36%
$25.173M
677,617 shares@ $37.16 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -16.45%
8.15%
$24.529M
659,369 shares@ $37.21 avg price
MNSTMonster Beverage Corp
Recent Activity
Increased 1.63%
7.67%
$23.089M
442,581 shares@ $52.18 avg price
FTVFortive Corp
Recent Activity
Increased 10.11%
6.76%
$20.351M
257,833 shares@ $78.94 avg price
AXONAxon Enterpise Inc
Recent Activity
Decreased -3.72%
5.64%
$16.967M
42,459 shares@ $399.6 avg price
TDYTeledyne Technologies Inc
Recent Activity
Decreased -6.44%
5.47%
$16.463M
37,616 shares@ $437.67 avg price
VLTOVeralto Corp
Recent Activity
Decreased -5.88%
4.31%
$12.962M
115,875 shares@ $111.86 avg price