Holdings
Federated Hermes Kaufmann Fund II
As of Jun 30, 2026, Federated Hermes Kaufmann Fund II reported 118 positions worth US$107M. Largest: Quanta Services, Inc., Ge Vernova Inc. and Argenx Se. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Quanta Services, Inc. | 8,017 | US$5.77M | no change | Jun 30, 2026 |
| Ge Vernova Inc. | 3,668 | US$4.31M | no change | Jun 30, 2026 |
| Argenx Se | 3,461 | US$3.47M | −496 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 1,737 | US$3.44M | no change | Jun 30, 2026 |
| Ge Aerospace | 8,167 | US$3.05M | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 2,635 | US$3.04M | −481 | Jun 30, 2026 |
| Kla Corporation | 9,730 | US$2.94M | +8,757 | Jun 30, 2026 |
| Guardant Health, Inc. | 19,423 | US$2.91M | no change | Jun 30, 2026 |
| Rhythm Pharmaceuticals, Inc. | 22,082 | US$2.45M | +10,002 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 3,900 | US$2.27M | no change | Jun 30, 2026 |