LongWSEFeb 2026
Wise
Wise is one of the fund's largest positions and is viewed as a company with a hidden moat created by a stack of interlocking capabilities rather than one dominant competitive…
Bonsai Partners Fund, LP
Public-equity investing focused on companies with durable, underappreciated competitive advantages and hidden moats.1 published idea
Bonsai Partners, LLC is the investment manager of Bonsai Partners Fund, LP. The strategy focuses on companies with underappreciated competitive advantages, particularly hidden moats created by interlocking capabilities that are difficult for competitors to replicate. The fund seeks opportunities where difficulty understanding these advantages creates investment friction and potential mispricing.
Ideas from Bonsai Partners Fund, LP
Letters covered
- 2H 2025 Investor LetterFebruary 26, 2026
Source PDFs are not republished here; only extracted ideas and quotes.