- Quarterly Report September 2026 Aoris International Fund argues that Microsoft, SAP and RELX gain AI advantages from trusted data governance and lower-cost multi-model tools. It retained all holdings, while profiling Grainger and Compass as durable share gainers and Amphenol, Halma and Diploma as decentralised compounders with disciplined bolt-on acquisition models. September Quarter 2026 APH $196BCMPGF $57BCTAS $89B
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