What smart money is saying about Viking
1 fund in our archive has pitched Viking — most recently Artisan US Mid Cap Growth Strategy in March 2025.
Viking Holdings Ltd engages in the passenger shipping and other forms of passenger transport in North America, the United Kingdom, and internationally. It operates through River and Ocean segments. The company also operates as a tour entrepreneur for passengers and related activities in tourism. As of December 31, 2023, it operated a fleet of 92 ships, including 81 river vessels comprising 58 Longships, 10 smaller classes based on the Longship design, 11 other river vessels, and 1 river vessel charter and the Viking Mississippi; 9 ocean ships; and 2 expedition ships. The company was founded in 1997 and is based in Pembroke, Bermuda.
Fund activity · 2 positions
- HoldsArtisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
“While consumer discretionary opportunities are not as plentiful, in our view, our selective holdings in franchises such as Viking Holdings, DoorDash and Texas Roadhouse have been performing well.”
Read the letterViking - HoldsClearBridge Investments Growth StrategyJune 2026
“In consumer discretionary, Viking benefited from healthy demand for its river cruises and easing concerns over fuel costs, while Wayfair was supported by strong intra-quarter data showing continued share gains.”
Read the letterViking
Fund coverage · 1 thesis
- Artisan US Mid Cap Growth StrategyMarch 2025
Viking is a leading cruise operator targeting affluent travelers with a focus on destination-based itineraries, well-positioned for revenue growth and margin expansion.
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