Amphenol Corporation (APH): Aoris International Fund’s Strongest Performer in Q3

Group 1: Aoris International Fund Performance - Aoris International Fund's Class A (Unhedged) returned -2.6% after fees in Q3 2025, while the benchmark MSCI AC World Accumulation Index ex Australia rose by 6.5% in AUD [1] - The fund's Class C (Hedged) declined by 1.0%, compared to an 8.0% return for the benchmark [1] Group 2: Amphenol Corporation Overview - Amphenol Corporation (NYSE:APH) was highlighted as the strongest gainer in the Aoris portfolio for Q3 2025, with a share price appreciation of 23% in the three months to September, contributing 1.6% to returns [3] - The one-month return of Amphenol was -1.51%, but it gained 83.64% over the last 52 weeks, closing at $129.24 per share with a market capitalization of $158.65 billion on December 18, 2025 [2] Group 3: Amphenol's Market Position and Sales - Amphenol's third quarter sales increased by 53% in US dollars and 52% in local currencies, reaching $6.194 billion [4] - Approximately one-third of Amphenol's revenue currently comes from data centers, with strong demand expected to continue [3]