Apollo Infrastructure Co LLC

Item 3.02 Unregistered Sales of Equity Securities. As of July 1, 2026, Apollo Infrastructure Company LLC (the “Company”) issued and sold the following unregistered shares of the Company (with the final number of shares being determined on July 27, 2026) to third party investors for cash: Type Number of Shares Sold Aggregate Consideration ─────────────────────────────────────────────────────────────────────── Series I A-II Shares 267,550 $7,681,750 E Shares 514 15,000 I Shares 71,518 2,013,000 Series II A-II Shares 1,082,698 $31,668,050 F-I Shares 10,098 290,000 E Shares 252 7,500 I Shares 20,813 597,500 The offer and sale of the shares above were exempt from the registration provisions of the Securities Act of 1933, as amended (the "Securities Act"), by virtue of Section 4(a)(2), including Regulation D (for sales to accredited investors) and/or Regulation S (for sales to non-U.S. investors outside of the United States) thereunder.

Item 8.01 Other Events. Net Asset Value On July 27, 2026, the operating manager of the Company determined the net asset value (“Net Asset Value”) per share, being the price at which sales of the Company’s shares are made, of the following types of the Company’s shares as of June 30, 2026: Type Net Asset Value per Share ────────────────────────────────────────────── Series I A-II Shares $28.71 F-I Shares $28.19 E Shares $29.20 I Shares $28.15 S Shares $28.12 Series II A-II Shares $29.25 F-I Shares $28.72 E Shares $29.75 I Shares $28.71 S Shares $28.67 As of June 30, 2026, no F-S Shares or A-I Shares were outstanding for either Series I or Series II. The Net Asset Value of the Company’s outstanding shares is also available on its website at https://www.apollo.com/infraco, but the contents of the website are not incorporated by reference in or otherwise a part of this Current Report on Form 8-K. Effective for any Net Asset Value struck as of a date on or after July 1, 2026, the Company will update the calculation methodology it uses to calculate the price per share of each of its share types, for the purposes of both subscriptions and repurchases, using a transactional net asset value ("Transactional Net Asset Value"). The current Net Asset Value ("GAAP Net Asset Value") is determined in accordance with accounting principles generally accepted in the United States of America ("GAAP"). The Transactional Net Asset Value will be calculated by adjusting GAAP Net Asset Value as of each relevant valuation date for some or all of the following, as applicable, (i) the recognition of the shareholder servicing fees and distribution fees on a monthly basis as such fees are accrued, (ii) the exclusion of certain deferred tax liabilities that, although required to be recognized under GAAP, are not expected to be incurred by the Company based on anticipated income, available deductions and the timing of realization events, and (iii) the amortization of certain organizational and offering expenses over a 60-month period. For additional information, please see additional details included in Exhibit 99.1 to this Current Report on Form 8-K, which is incorporated herein by reference. Share Repurchase The Company intends but is not obligated to conduct quarterly repurchases for up to 5.0% of the aggregate NAV per calendar quarter (measured collectively across both series) of its outstanding shares (other than its V Shares) of each series at a price based on the NAV per share as of the last business day of the quarter prior to the commencement of a share repurchase. Repurchase transaction price per share Type Repurchase Transaction Price per Share ─────────────────────────────────────────────────────────── Series I A-II Shares $28.71 F-I Shares $28.19 E Shares $29.20 I Shares $28.15 S Shares $28.12 Series II A-II Shares $29.25 F-I Shares $28.72 E Shares $29.75 I Shares $28.71 S Shares $28.67 • This is the price at which the Company expects to make repurchases of its applicable share types. Repurchase request deadline - Monday, August 10, 2026 • This date is the date by which the Company must receive repurchase requests submitted by shareholders. If a repurchase request is received after 4:00 p.m. (Eastern Time) on this repurchase request deadline, such request will not be executed, subject to the limitations of the Company’s repurchase plan, until the next repurchase window. Repurchase expected payment date - Monday, August 17, 2026 • This is the date on which the Company intends to pay shareholders for any shares accepted by the Company for repurchase. Any share repurchases will be made in accordance with, and subject to the conditions of, the Company’s share repurchase plan and its limited liability company agreement, each as amended or amended and restated from time to time. The Company may choose to purchase fewer shares than have been requested in any particular quarter, or none at all, in its discretion at any time. A copy of the Company’s latest share repurchase plan and limited liability company agreement can be found in its periodic filings with the U.S. Securities and Exchange Commission (the “SEC”), which are accessible on its website at www.sec.gov. Special Note Regarding Forward-Looking Statements Some of the statements in this Current Report on Form 8-K constitute forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended. Words such as “anticipate,” “believe,” “expect” and “intend” and similar words or variations thereof may indicate a forward-looking statement, although not all forward-looking statements include these words. The forward-looking statements contained in this Current Report on Form 8-K involve risks and uncertainties, including factors outside of the Company’s control. The Company’s actual results could differ materially from those implied or expressed in the forward-looking statements for any reason, including the factors set forth in “Item 1A. Risk Factors” and elsewhere in the Company’s most recent publicly filed Annual Report on Form 10-K and in its other filings with the SEC. Although the Company believes that the assumptions on which these forward-looking statements are based are reasonable, any of those assumptions could prove to be inaccurate, and as a result, the forward-looking statements based on those assumptions also could be inaccurate. The Company assumes no duty and does not undertake to update the forward-looking statements, except as required by law.