Federated Hermes Kaufmann Large Cap Fund

Federated Hermes Kaufmann Large Cap Fund reported 48 holdings worth US$1.1B as of Jul 31, 2026 (Form N-PORT)

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

Federated Hermes Kaufmann Large Cap Fund reported 48 holdings worth US$1.1B as of Jul 31, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Sep 23, 2026 (Form N-PORT).

Holdings
48
Value as reported
US$1.1B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation558KUS$112M10.1%
Alphabet Inc (google) Class C211KUS$75.1M6.8%
Amazon.com, Inc.220KUS$59.7M5.4%
Quanta Services, Inc.84,140US$56.2M5.1%
Apple Inc165KUS$51M4.6%
Broadcom Inc.126KUS$49M4.4%
Ge Aerospace135KUS$48.7M4.4%
Taiwan Semiconductor Manufacturing Co., Ltd.722KUS$46M4.2%
Microsoft Corp.98,300US$45.7M4.1%
Micron Technology, Inc.53,260US$43.8M4.0%
Argenx Se42,040US$35.9M3.2%
Snowflake Inc.87,250US$25.6M2.3%
Advanced Micro Devices Inc51,539US$24.5M2.2%
Meta Platforms, Inc.43,872US$24.4M2.2%
Tjx Companies, Inc. (the)155KUS$24.3M2.2%
Costco Wholesale Corporation24,800US$23.6M2.1%
Visa Inc.62,350US$22.8M2.1%
Datadog, Inc.77,528US$20.8M1.9%
Samsung Electronics Co., Ltd.113KUS$20.3M1.8%
Ge Vernova Inc.19,910US$19.7M1.8%
Trane Technologies Plc40,550US$18.4M1.7%
Space Exploration Technologies Corp169KUS$18.3M1.7%
Blackrock, Inc.14,456US$15.8M1.4%
Shopify Inc.134KUS$15.7M1.4%
Crowdstrike Holdings, Inc.72,000US$13.7M1.2%
Spotify Technology S.a.27,355US$13.7M1.2%
S&p Global Inc.31,950US$13.2M1.2%
Kla Corporation68,400US$12.5M1.1%
Servicenow, Inc.112KUS$12.4M1.1%
Seagate Technology Holdings Plc14,026US$12M1.1%
Astrazeneca Plc64,990US$11.1M1.0%
Nextera Energy, Inc.126KUS$10.9M0.99%
Parker-hannifin Corporation10,635US$10.4M0.94%
Jp Morgan Chase & Co.26,927US$9.47M0.86%
Uber Technologies, Inc.122KUS$8.59M0.78%
Ucb S.a.29,813US$7.68M0.69%
Tesla, Inc.24,656US$7.67M0.69%
Ecolab Inc.23,869US$6.63M0.60%
Walmart Inc.52,500US$5.84M0.53%
Starbucks Corporation50,100US$5.27M0.48%
Stryker Corporation13,950US$4.54M0.41%
Celestica Inc.13,100US$4.34M0.39%
Home Depot, Inc. (the)13,000US$4.32M0.39%
Netflix, Inc.51,865US$3.72M0.34%
Oracle Corporation23,822US$3.09M0.28%
Alnylam Pharmaceuticals, Inc.15,000US$3.08M0.28%
Intuitive Surgical, Inc.7,700US$2.72M0.25%
Medline Inc.0US$00.00%

Source

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