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…
WSE
1 published idea on Wise across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Wise: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…