Federated Hermes Kaufmann Fund

Federated Hermes Kaufmann Fund reported 139 holdings worth US$4.93B as of Jul 31, 2026 (Form N-PORT)

As of Jul 31, 2026 · Filed Sep 23, 2026

Federated Hermes Kaufmann Fund reported 139 holdings worth US$4.93B as of Jul 31, 2026. Largest: Quanta Services, Inc., Guardant Health, Inc. and Argenx Se. Filed Sep 23, 2026 (Form N-PORT).

Holdings
139
Value as reported
US$4.93B

The filing in full

CompanySharesValue as reported% of portfolio
Quanta Services, Inc.361KUS$241M4.9%
Guardant Health, Inc.916KUS$148M3.0%
Argenx Se160KUS$148M3.0%
Comfort Systems Usa, Inc.81,000US$140M2.8%
Ge Aerospace382KUS$137M2.8%
Ge Vernova Inc.137KUS$136M2.8%
Rhythm Pharmaceuticals, Inc.1.03MUS$102M2.1%
Forte Biosciences, Inc.1.25MUS$95.9M1.9%
Amazon.com, Inc.340KUS$92.3M1.9%
Micron Technology, Inc.112KUS$92M1.9%
Snowflake Inc.310KUS$90.9M1.8%
Taiwan Semiconductor Manufacturing Co., Ltd.1.42MUS$90.1M1.8%
Natera, Inc.335KUS$89.7M1.8%
Westinghouse Air Brake Technologies Corporation306KUS$89M1.8%
Viking Holdings Ltd839KUS$87.5M1.8%
Datadog, Inc.314KUS$84M1.7%
Advanced Micro Devices Inc162KUS$77.2M1.6%
Crowdstrike Holdings, Inc.400KUS$76.3M1.5%
Philip Morris International Inc400KUS$76.3M1.5%
Kla Corporation411KUS$75.1M1.5%
Heico Corporation258KUS$66.6M1.4%
Loar Holdings Inc.925KUS$63.3M1.3%
Trane Technologies Plc134KUS$60.7M1.2%
Nvidia Corporation300KUS$60.2M1.2%
Spotify Technology S.a.118KUS$59M1.2%
Agnico Eagle Mines Limited400KUS$58.1M1.2%
Shopify Inc.474KUS$55.5M1.1%
Servicenow, Inc.496KUS$55.1M1.1%
Blackrock, Inc.50,000US$54.5M1.1%
Jfrog Ltd.658KUS$52.5M1.1%
Kymera Therapeutics, Inc.455KUS$47.1M0.96%
Costco Wholesale Corporation48,250US$45.9M0.93%
Applied Industrial Technologies, Inc.131KUS$45.3M0.92%
Ul Solutions Inc.475KUS$43.5M0.88%
Martin Marietta Materials, Inc.80,600US$42.3M0.86%
Astera Labs, Inc.135KUS$42M0.85%
Zenas Biopharma, Inc.1.33MUS$41.8M0.85%
Rubrik, Inc.571KUS$41.3M0.84%
Nextera Energy, Inc.475KUS$41.3M0.84%
S&p Global Inc.100KUS$41.2M0.84%
Space Exploration Technologies Corp376KUS$40.7M0.83%
Howmet Aerospace Inc.141KUS$39.7M0.81%
Palvella Therapeutics, Inc.277KUS$38.5M0.78%
Axon Enterprise, Inc.70,000US$36.9M0.75%
Rezolute, Inc.7.48MUS$35.3M0.72%
Uber Technologies, Inc.500KUS$35.2M0.71%
Seagate Technology Holdings Plc41,030US$35.1M0.71%
Targa Resources, Inc.127KUS$34.4M0.70%
Caseys General Stores, Inc.39,000US$34M0.69%
Eyepoint, Inc.2.77MUS$34M0.69%
Tjx Companies, Inc. (the)215KUS$33.7M0.69%
Xenon Pharmaceuticals Inc.523KUS$32.7M0.66%
Motorola Solutions, Inc.75,000US$32.7M0.66%
Ideaya Biosciences, Inc.879KUS$31.2M0.63%
Vertiv Holdings, Llc127KUS$30.7M0.62%
Fabrinet70,200US$30.6M0.62%
Doordash, Inc.150KUS$29.4M0.60%
Mercadolibre, Inc.15,000US$28.2M0.57%
Costar Group, Inc.950KUS$27.3M0.55%
Ryman Hospitality Properties, Inc. (reit)200KUS$26.7M0.54%
Mongodb, Inc.77,300US$26.1M0.53%
Advantest Corp.132KUS$26M0.53%
American Electric Power Company, Inc.200KUS$25.6M0.52%
Duke Energy Corporation (holding Company)200KUS$25.1M0.51%
Jp Morgan Chase & Co.70,000US$24.6M0.50%
Cytokinetics, Incorporated317KUS$24.4M0.50%
Tyler Technologies, Inc.78,800US$24.4M0.50%
Veeva Systems Inc.118KUS$23.9M0.49%
Vici Properties Inc.900KUS$23.7M0.48%
Tango Therapeutics, Inc.873KUS$23.7M0.48%
Lumentum Holdings Inc.32,640US$23.3M0.47%
Chime Financial, Inc.1MUS$23M0.47%
Msci Inc.40,000US$22.9M0.46%
Samsung Electronics Co., Ltd.120KUS$21.6M0.44%
Rbc Bearings Incorporated38,500US$21.2M0.43%
Equipmentshare.com Inc1.12MUS$21M0.43%
Stryker Corporation62,000US$20.2M0.41%
Celldex Therapeutics, Inc.530KUS$20.2M0.41%
Jersey Mike's Subs Inc.850KUS$19.6M0.40%
Xpo, Inc.96,000US$19.3M0.39%
Scholar Rock Holding Corporation406KUS$19.2M0.39%
Parker-hannifin Corporation18,800US$18.4M0.37%
Q2 Holdings, Inc.300KUS$18.3M0.37%
Celestica Inc.50,000US$16.6M0.34%
Moncler Spa287KUS$16.3M0.33%
Ucb S.a.63,045US$16.2M0.33%
Vaxcyte, Inc.299KUS$16.2M0.33%
Toast, Inc.500KUS$16.1M0.33%
Genmab A/s52,174US$15M0.31%
Wingstop Inc.116KUS$15M0.30%
Cbre Group Inc100KUS$14.7M0.30%
On Holding Ag405KUS$14.7M0.30%
Sherwin-williams Company (the)42,800US$14.6M0.30%
Sandisk Corporation12,000US$14.6M0.30%
Alnylam Pharmaceuticals, Inc.66,300US$13.6M0.28%
Gaming And Leisure Properties, Inc.300KUS$13.4M0.27%
Arxis, Inc.235KUS$12.8M0.26%
Apollo Global Management, Inc. (new)100KUS$12.6M0.25%
Ati Inc.66,300US$12.4M0.25%
Intuitive Surgical, Inc.34,100US$12M0.24%

Every holding of Federated Hermes Kaufmann Fund

Source

View original at SEC

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