ThornTree Capital Partners’s Viking Holdings VIK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.9M	Sell	785,860 -173,197	-18%	-$9.23M	6.97%	2
2025 Q1	$38.1M	Sell	959,057 -18,151	-2%	-$722K	8.42%	2
2024 Q4	$43.1M	Sell	977,208 -109,114	-10%	-$4.81M	5.59%	4
2024 Q3	$37.9M	Buy	1,086,322 +191,717	+21%	+$6.69M	6.3%	5
2024 Q2	$30.4M	Buy	+894,605	New	+$30.4M	5.17%	8