Root Financial Partners, LLC

Position in VIK — Viking Holdings Ltd

CIK 1977181 ENCINITAS, CA

Position in VIK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$296,111

+$174,649 QoQ

Shares Held

2,829

+71.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#430

of 606 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,679,886 across 5 Travel Services names. VIK ranks #5 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABNB	Airbnb, Inc.	2,836	$405,831
2	BKNG	Booking Holdings Inc.	1,944	$346,498
3	CCL	Carnival Corp Ltd.	11,510	$328,840
4	RCL	Royal Caribbean Cruises Ltd	953	$302,606
5	VIK	Viking Holdings Ltd This page	2,829	$296,111

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,111	2,829	+71.1%	Shares	Sole	2026-07-29
2026-03-31	$121,462	1,653	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.