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Aoris

Dec 2024 → Jun 2026 · Publishes quarterly · 2 funds

Our archive holds 9 letters from Aoris, behind 31 investment theses and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.

Aoris’s own letters page
9
Letters
14
Companies
8
Moves
31
Theses

What they bought and sold · 8 moves

  • New positionMoody's
    June 2026
    “Purchases Moody’s Moody’s provides credit opinions, data, and analytics tools to help its customers manage risk.”
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  • ExitedAccenture
    June 2026
    “We sold our position in Accenture late in the quarter.”
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  • AddedExperian
    June 2026
    “Over the last 12 months we have added to positions where we believe this mispricing is meaningful, including Experian, Jack Henry, Microsoft, RELX and SAP.”
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  • TrimmedHalma
    June 2026
    “Meanwhile, we have reduced our positions in Amphenol and Halma after strong share price performance narrowed their discount to our valuation.”
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  • ExitedL'Oréal
    June 2026
    “We sold L’Oréal from the portfolio, as we had become less confident of the company’s ability to grow revenue at the 6–7% rate we had assumed.”
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  • AddedMicrosoft
    June 2026
    “Over the last 12 months we have added to positions where we believe this mispricing is meaningful, including Experian, Jack Henry, Microsoft, RELX and SAP.”
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  • AddedRELX
    June 2026
    “Over the last 12 months we have added to positions where we believe this mispricing is meaningful, including Experian, Jack Henry, Microsoft, RELX and SAP.”
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  • AddedSAP
    June 2026
    “Over the last 12 months we have added to positions where we believe this mispricing is meaningful, including Experian, Jack Henry, Microsoft, RELX and SAP.”
    Read the letter

Companies held · 14

Every company Aoris has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 31

Letter archive · 9

2026

2025

2024

Funds · 2

  • Aoris8
  • Aoris International Fund1

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