Episode Details
Back to Episodes13F Deep Dive Part 3 — Lone Pine, Maverick, Coatue, D1 & Whale Rock
Published 1 week, 4 days ago
Description
Alex and Jordan break down the Q2 2026 13F filings of Lone Pine, Maverick, Coatue, D1 and Whale Rock, including D1's massive SpaceX bet and a wave of new AI infrastructure positions.