Viking Holdings Ltd

• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ Artisan Global Discovery Fund trimmed Twist Bioscience and Insmed, added to Lattice Semiconductor and Babcock, and exited ROBLOX, Colliers International and MongoDB as valuations, execution risks and competitive conditions changed. The portfolio initiated Entegris, Cellebrite and C.H. Robinson, while retaining emphasis on AI infrastructure, health care innovation and identifiable profit cycles. Q2 2026 0HQW ALAB $50BAS $17B +13

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