
13F Deep Dive Part 3 — Lone Pine, Maverick, Coatue, D1 & Whale Rock
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.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.