{
	"fund": "Federated Hermes Kaufmann Fund",
	"id": "S000009729",
	"url": "https://titelia.com/en/funds/S000009729",
	"manager": "Federated Hermes Equity Funds",
	"filing": "sec",
	"currency": "USD",
	"net_assets": 4925812083.08,
	"as_of": "2026-07-31",
	"page": {
		"total": 121,
		"limit": 1000,
		"offset": 0,
		"more": false,
		"next": null,
		"previous": null
	},
	"holdings": [
		{
			"isin": "US74762E1029",
			"company": "Quanta Services Inc",
			"company_url": "https://titelia.com/en/stocks/quanta-services-inc-US74762E1029",
			"country": "US",
			"shares": 360800,
			"value": 240783488,
			"currency": "USD",
			"weight": 4.8882,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US40131M1099",
			"company": "GUARDANT HEALTH INC",
			"company_url": "https://titelia.com/en/stocks/guardant-health-inc-US40131M1099",
			"country": "US",
			"shares": 916481,
			"value": 148460757.19,
			"currency": "USD",
			"weight": 3.0139,
			"as_of": "2026-07-31"
		},
		{
			"isin": "NL0010832176",
			"company": "Argenx SE",
			"company_url": "https://titelia.com/en/stocks/argenx-se-NL0010832176",
			"country": "BE",
			"shares": 173045,
			"value": 148293246.35,
			"currency": "USD",
			"weight": 3.0105,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US1999081045",
			"company": "COMFORT SYSTEMS USA INC",
			"company_url": "https://titelia.com/en/stocks/comfort-systems-usa-inc-US1999081045",
			"country": "US",
			"shares": 81000,
			"value": 140104890,
			"currency": "USD",
			"weight": 2.8443,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US3696043013",
			"company": "General Electric Co",
			"company_url": "https://titelia.com/en/stocks/general-electric-co-US3696043013",
			"country": "US",
			"shares": 381500,
			"value": 137366705,
			"currency": "USD",
			"weight": 2.7887,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US36828A1016",
			"company": "GE VERNOVA INC",
			"company_url": "https://titelia.com/en/stocks/ge-vernova-inc-US36828A1016",
			"country": "US",
			"shares": 137100,
			"value": 135768759,
			"currency": "USD",
			"weight": 2.7563,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US76243J1051",
			"company": "Rhythm Pharmaceuticals Inc",
			"company_url": "https://titelia.com/en/stocks/rhythm-pharmaceuticals-inc-US76243J1051",
			"country": "US",
			"shares": 1026365,
			"value": 101866726.25,
			"currency": "USD",
			"weight": 2.068,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US34962G2084",
			"company": "Forte Biosciences Inc",
			"company_url": "https://titelia.com/en/stocks/forte-biosciences-inc-US34962G2084",
			"country": "US",
			"shares": 1251500,
			"value": 95864900,
			"currency": "USD",
			"weight": 1.9462,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US0231351067",
			"company": "Amazon.com Inc",
			"company_url": "https://titelia.com/en/stocks/amazon-com-inc-US0231351067",
			"country": "US",
			"shares": 340000,
			"value": 92337200,
			"currency": "USD",
			"weight": 1.8746,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US5951121038",
			"company": "Micron Technology Inc",
			"company_url": "https://titelia.com/en/stocks/micron-technology-inc-US5951121038",
			"country": "US",
			"shares": 111830,
			"value": 92039444.9,
			"currency": "USD",
			"weight": 1.8685,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8334451098",
			"company": "Snowflake Inc",
			"company_url": "https://titelia.com/en/stocks/snowflake-inc-US8334451098",
			"country": "US",
			"shares": 310000,
			"value": 90916800,
			"currency": "USD",
			"weight": 1.8457,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8740391003",
			"company": "Taiwan Semiconductor Manufacturing Co Ltd",
			"company_url": "https://titelia.com/en/stocks/taiwan-semiconductor-manufacturing-co-ltd-US8740391003",
			"country": "TW",
			"shares": 223000,
			"value": 90147750,
			"currency": "USD",
			"weight": 1.8301,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US6323071042",
			"company": "NATERA INC",
			"company_url": "https://titelia.com/en/stocks/natera-inc-US6323071042",
			"country": "US",
			"shares": 335000,
			"value": 89699600,
			"currency": "USD",
			"weight": 1.821,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9297401088",
			"company": "Westinghouse Air Brake Technologies Corp",
			"company_url": "https://titelia.com/en/stocks/westinghouse-air-brake-technologies-corp-US9297401088",
			"country": "US",
			"shares": 305900,
			"value": 88974074,
			"currency": "USD",
			"weight": 1.8063,
			"as_of": "2026-07-31"
		},
		{
			"isin": "BMG93A5A1010",
			"company": "Viking Holdings Ltd",
			"company_url": "https://titelia.com/en/stocks/viking-holdings-ltd-BMG93A5A1010",
			"country": "BM",
			"shares": 838700,
			"value": 87518345,
			"currency": "USD",
			"weight": 1.7767,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US23804L1035",
			"company": "Datadog Inc",
			"company_url": "https://titelia.com/en/stocks/datadog-inc-US23804L1035",
			"country": "US",
			"shares": 313600,
			"value": 84035392,
			"currency": "USD",
			"weight": 1.706,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US0079031078",
			"company": "Advanced Micro Devices Inc",
			"company_url": "https://titelia.com/en/stocks/advanced-micro-devices-inc-US0079031078",
			"country": "US",
			"shares": 162100,
			"value": 77183915,
			"currency": "USD",
			"weight": 1.5669,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US22788C1053",
			"company": "Crowdstrike Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/crowdstrike-holdings-inc-US22788C1053",
			"country": "US",
			"shares": 400000,
			"value": 76344000,
			"currency": "USD",
			"weight": 1.5499,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US7181721090",
			"company": "Philip Morris International Inc",
			"company_url": "https://titelia.com/en/stocks/philip-morris-international-inc-US7181721090",
			"country": "US",
			"shares": 400000,
			"value": 76328000,
			"currency": "USD",
			"weight": 1.5496,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US4824801009",
			"company": "KLA Corp",
			"company_url": "https://titelia.com/en/stocks/kla-corp-US4824801009",
			"country": "US",
			"shares": 411000,
			"value": 75139020,
			"currency": "USD",
			"weight": 1.5254,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US4228061093",
			"company": "HEICO Corp",
			"company_url": "https://titelia.com/en/stocks/heico-corp-US4228061093",
			"country": "US",
			"shares": 186800,
			"value": 66568048,
			"currency": "USD",
			"weight": 1.3514,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US53947R1059",
			"company": "Loar Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/loar-holdings-inc-US53947R1059",
			"country": "US",
			"shares": 924500,
			"value": 63282025,
			"currency": "USD",
			"weight": 1.2847,
			"as_of": "2026-07-31"
		},
		{
			"isin": "IE00BK9ZQ967",
			"company": "Trane Technologies PLC",
			"company_url": "https://titelia.com/en/stocks/trane-technologies-plc-IE00BK9ZQ967",
			"country": "US",
			"shares": 133500,
			"value": 60735825,
			"currency": "USD",
			"weight": 1.233,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US67066G1040",
			"company": "NVIDIA Corp",
			"company_url": "https://titelia.com/en/stocks/nvidia-corp-US67066G1040",
			"country": "US",
			"shares": 300000,
			"value": 60225000,
			"currency": "USD",
			"weight": 1.2226,
			"as_of": "2026-07-31"
		},
		{
			"isin": "LU1778762911",
			"company": "Spotify Technology SA",
			"company_url": "https://titelia.com/en/stocks/spotify-technology-sa-LU1778762911",
			"country": "US",
			"shares": 118000,
			"value": 58992920,
			"currency": "USD",
			"weight": 1.1976,
			"as_of": "2026-07-31"
		},
		{
			"isin": "CA0084741085",
			"company": "Agnico Eagle Mines Ltd",
			"company_url": "https://titelia.com/en/stocks/agnico-eagle-mines-ltd-CA0084741085",
			"country": "CA",
			"shares": 400000,
			"value": 58108000,
			"currency": "USD",
			"weight": 1.1797,
			"as_of": "2026-07-31"
		},
		{
			"isin": "CA82509L1076",
			"company": "Shopify Inc",
			"company_url": "https://titelia.com/en/stocks/shopify-inc-CA82509L1076",
			"country": "CA",
			"shares": 473700,
			"value": 55493955,
			"currency": "USD",
			"weight": 1.1266,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US81762P1021",
			"company": "ServiceNow Inc",
			"company_url": "https://titelia.com/en/stocks/servicenow-inc-US81762P1021",
			"country": "US",
			"shares": 495600,
			"value": 55125588,
			"currency": "USD",
			"weight": 1.1191,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US09290D1019",
			"company": "Blackrock Inc",
			"company_url": "https://titelia.com/en/stocks/blackrock-inc-US09290D1019",
			"country": "US",
			"shares": 50000,
			"value": 54519500,
			"currency": "USD",
			"weight": 1.1068,
			"as_of": "2026-07-31"
		},
		{
			"isin": "IL0011684185",
			"company": "JFrog Ltd",
			"company_url": "https://titelia.com/en/stocks/jfrog-ltd-IL0011684185",
			"country": "IL",
			"shares": 657500,
			"value": 52461925,
			"currency": "USD",
			"weight": 1.065,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US5015751044",
			"company": "KYMERA THERAPEUTICS INC",
			"company_url": "https://titelia.com/en/stocks/kymera-therapeutics-inc-US5015751044",
			"country": "US",
			"shares": 455212,
			"value": 47068920.8,
			"currency": "USD",
			"weight": 0.9556,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US22160K1051",
			"company": "Costco Wholesale Corp",
			"company_url": "https://titelia.com/en/stocks/costco-wholesale-corp-US22160K1051",
			"country": "US",
			"shares": 48250,
			"value": 45928692.5,
			"currency": "USD",
			"weight": 0.9324,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US03820C1053",
			"company": "APPLIED INDUSTRIAL TECHNOLOGIES INC",
			"company_url": "https://titelia.com/en/stocks/applied-industrial-technologies-inc-US03820C1053",
			"country": "US",
			"shares": 131300,
			"value": 45326073,
			"currency": "USD",
			"weight": 0.9202,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9037311076",
			"company": "UL SOLUTIONS INC",
			"company_url": "https://titelia.com/en/stocks/ul-solutions-inc-US9037311076",
			"country": "US",
			"shares": 474790,
			"value": 43509755.6,
			"currency": "USD",
			"weight": 0.8833,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US5732841060",
			"company": "Martin Marietta Materials Inc",
			"company_url": "https://titelia.com/en/stocks/martin-marietta-materials-inc-US5732841060",
			"country": "US",
			"shares": 80600,
			"value": 42326284,
			"currency": "USD",
			"weight": 0.8593,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US04626A1034",
			"company": "Astera Labs Inc",
			"company_url": "https://titelia.com/en/stocks/astera-labs-inc-US04626A1034",
			"country": "US",
			"shares": 135000,
			"value": 42016050,
			"currency": "USD",
			"weight": 0.853,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US98937L1052",
			"company": "ZENAS BIOPHARMA INC",
			"company_url": "https://titelia.com/en/stocks/zenas-biopharma-inc-US98937L1052",
			"country": "US",
			"shares": 1330000,
			"value": 41815200,
			"currency": "USD",
			"weight": 0.8489,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US7811541090",
			"company": "Rubrik Inc",
			"company_url": "https://titelia.com/en/stocks/rubrik-inc-US7811541090",
			"country": "US",
			"shares": 571320,
			"value": 41340715.2,
			"currency": "USD",
			"weight": 0.8393,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US65339F1012",
			"company": "NextEra Energy Inc",
			"company_url": "https://titelia.com/en/stocks/nextera-energy-inc-US65339F1012",
			"country": "US",
			"shares": 475000,
			"value": 41287000,
			"currency": "USD",
			"weight": 0.8382,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US78409V1044",
			"company": "S&P Global Inc",
			"company_url": "https://titelia.com/en/stocks/s-p-global-inc-US78409V1044",
			"country": "US",
			"shares": 100000,
			"value": 41193000,
			"currency": "USD",
			"weight": 0.8363,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US84615Q1031",
			"company": "Space Exploration Technologies Corp",
			"company_url": "https://titelia.com/en/stocks/space-exploration-technologies-corp-US84615Q1031",
			"country": "US",
			"shares": 376000,
			"value": 40747120,
			"currency": "USD",
			"weight": 0.8272,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US4432011082",
			"company": "Howmet Aerospace Inc",
			"company_url": "https://titelia.com/en/stocks/howmet-aerospace-inc-US4432011082",
			"country": "US",
			"shares": 140500,
			"value": 39657530,
			"currency": "USD",
			"weight": 0.8051,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US6979471090",
			"company": "PALVELLA THERAPEUTICS INC",
			"company_url": "https://titelia.com/en/stocks/palvella-therapeutics-inc-US6979471090",
			"country": "US",
			"shares": 276556,
			"value": 38452346.24,
			"currency": "USD",
			"weight": 0.7806,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US05464C1018",
			"company": "Axon Enterprise Inc",
			"company_url": "https://titelia.com/en/stocks/axon-enterprise-inc-US05464C1018",
			"country": "US",
			"shares": 70000,
			"value": 36943200,
			"currency": "USD",
			"weight": 0.75,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US76200L3096",
			"company": "Rezolute Inc",
			"company_url": "https://titelia.com/en/stocks/rezolute-inc-US76200L3096",
			"country": "US",
			"shares": 7484000,
			"value": 35324480,
			"currency": "USD",
			"weight": 0.7171,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US90353T1007",
			"company": "Uber Technologies Inc",
			"company_url": "https://titelia.com/en/stocks/uber-technologies-inc-US90353T1007",
			"country": "US",
			"shares": 500000,
			"value": 35180000,
			"currency": "USD",
			"weight": 0.7142,
			"as_of": "2026-07-31"
		},
		{
			"isin": "IE00BKVD2N49",
			"company": "SEAGATE TECHNOLOGY HOLDINGS PLC",
			"company_url": "https://titelia.com/en/stocks/seagate-technology-holdings-plc-IE00BKVD2N49",
			"country": "US",
			"shares": 41030,
			"value": 35127013.9,
			"currency": "USD",
			"weight": 0.7131,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US87612G1013",
			"company": "Targa Resources Corp",
			"company_url": "https://titelia.com/en/stocks/targa-resources-corp-US87612G1013",
			"country": "US",
			"shares": 127200,
			"value": 34391064,
			"currency": "USD",
			"weight": 0.6982,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US1475281036",
			"company": "Casey's General Stores Inc",
			"company_url": "https://titelia.com/en/stocks/casey-s-general-stores-inc-US1475281036",
			"country": "US",
			"shares": 39000,
			"value": 33969000,
			"currency": "USD",
			"weight": 0.6896,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US30233G2093",
			"company": "EyePoint Inc",
			"company_url": "https://titelia.com/en/stocks/eyepoint-inc-US30233G2093",
			"country": "US",
			"shares": 2771487,
			"value": 33950715.75,
			"currency": "USD",
			"weight": 0.6892,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8725401090",
			"company": "TJX Cos Inc/The",
			"company_url": "https://titelia.com/en/stocks/tjx-cos-inc-the-US8725401090",
			"country": "US",
			"shares": 214500,
			"value": 33749430,
			"currency": "USD",
			"weight": 0.6852,
			"as_of": "2026-07-31"
		},
		{
			"isin": "CA98420N1050",
			"company": "Xenon Pharmaceuticals Inc",
			"company_url": "https://titelia.com/en/stocks/xenon-pharmaceuticals-inc-CA98420N1050",
			"country": "CA",
			"shares": 522500,
			"value": 32745075,
			"currency": "USD",
			"weight": 0.6648,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US6200763075",
			"company": "Motorola Solutions Inc",
			"company_url": "https://titelia.com/en/stocks/motorola-solutions-inc-US6200763075",
			"country": "US",
			"shares": 75000,
			"value": 32681250,
			"currency": "USD",
			"weight": 0.6635,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US45166A1025",
			"company": "Ideaya Biosciences Inc",
			"company_url": "https://titelia.com/en/stocks/ideaya-biosciences-inc-US45166A1025",
			"country": "US",
			"shares": 878705,
			"value": 31194027.5,
			"currency": "USD",
			"weight": 0.6333,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US92537N1081",
			"company": "Vertiv Holdings Co",
			"company_url": "https://titelia.com/en/stocks/vertiv-holdings-co-US92537N1081",
			"country": "US",
			"shares": 127200,
			"value": 30727704,
			"currency": "USD",
			"weight": 0.6238,
			"as_of": "2026-07-31"
		},
		{
			"isin": "KYG3323L1005",
			"company": "Fabrinet",
			"company_url": "https://titelia.com/en/stocks/fabrinet-KYG3323L1005",
			"country": "KY",
			"shares": 70200,
			"value": 30565782,
			"currency": "USD",
			"weight": 0.6205,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US25809K1051",
			"company": "DoorDash Inc",
			"company_url": "https://titelia.com/en/stocks/doordash-inc-US25809K1051",
			"country": "US",
			"shares": 150000,
			"value": 29424000,
			"currency": "USD",
			"weight": 0.5973,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US58733R1023",
			"company": "MERCADOLIBRE INC",
			"company_url": "https://titelia.com/en/stocks/mercadolibre-inc-US58733R1023",
			"country": "UY",
			"shares": 15000,
			"value": 28169250,
			"currency": "USD",
			"weight": 0.5719,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US22160N1090",
			"company": "CoStar Group Inc",
			"company_url": "https://titelia.com/en/stocks/costar-group-inc-US22160N1090",
			"country": "US",
			"shares": 950000,
			"value": 27322000,
			"currency": "USD",
			"weight": 0.5547,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US78377T1079",
			"company": "Ryman Hospitality Properties Inc",
			"company_url": "https://titelia.com/en/stocks/ryman-hospitality-properties-inc-US78377T1079",
			"country": "US",
			"shares": 200000,
			"value": 26730000,
			"currency": "USD",
			"weight": 0.5427,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US60937P1066",
			"company": "MongoDB Inc",
			"company_url": "https://titelia.com/en/stocks/mongodb-inc-US60937P1066",
			"country": "US",
			"shares": 77300,
			"value": 26087204,
			"currency": "USD",
			"weight": 0.5296,
			"as_of": "2026-07-31"
		},
		{
			"isin": "JP3122400009",
			"company": "ADVANTEST CORP",
			"company_url": "https://titelia.com/en/stocks/advantest-corp-JP3122400009",
			"country": "JP",
			"shares": 131678,
			"value": 26045518.18,
			"currency": "USD",
			"weight": 0.5288,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US0255371017",
			"company": "American Electric Power Co Inc",
			"company_url": "https://titelia.com/en/stocks/american-electric-power-co-inc-US0255371017",
			"country": "US",
			"shares": 200000,
			"value": 25570000,
			"currency": "USD",
			"weight": 0.5191,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US26441C2044",
			"company": "Duke Energy Corp",
			"company_url": "https://titelia.com/en/stocks/duke-energy-corp-US26441C2044",
			"country": "US",
			"shares": 200000,
			"value": 25086000,
			"currency": "USD",
			"weight": 0.5093,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US46625H1005",
			"company": "JPMorgan Chase & Co",
			"company_url": "https://titelia.com/en/stocks/jpmorgan-chase-co-US46625H1005",
			"country": "US",
			"shares": 70000,
			"value": 24625300,
			"currency": "USD",
			"weight": 0.4999,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US23282W6057",
			"company": "CYTOKINETICS INC",
			"company_url": "https://titelia.com/en/stocks/cytokinetics-inc-US23282W6057",
			"country": "US",
			"shares": 316500,
			"value": 24411645,
			"currency": "USD",
			"weight": 0.4956,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9022521051",
			"company": "Tyler Technologies Inc",
			"company_url": "https://titelia.com/en/stocks/tyler-technologies-inc-US9022521051",
			"country": "US",
			"shares": 78800,
			"value": 24396480,
			"currency": "USD",
			"weight": 0.4953,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9224751084",
			"company": "Veeva Systems Inc",
			"company_url": "https://titelia.com/en/stocks/veeva-systems-inc-US9224751084",
			"country": "US",
			"shares": 117500,
			"value": 23944150,
			"currency": "USD",
			"weight": 0.4861,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9256521090",
			"company": "VICI Properties Inc",
			"company_url": "https://titelia.com/en/stocks/vici-properties-inc-US9256521090",
			"country": "US",
			"shares": 900000,
			"value": 23715000,
			"currency": "USD",
			"weight": 0.4814,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US87583X1090",
			"company": "Tango Therapeutics Inc",
			"company_url": "https://titelia.com/en/stocks/tango-therapeutics-inc-US87583X1090",
			"country": "US",
			"shares": 872500,
			"value": 23714550,
			"currency": "USD",
			"weight": 0.4814,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US55024U1097",
			"company": "LUMENTUM HOLDINGS INC",
			"company_url": "https://titelia.com/en/stocks/lumentum-holdings-inc-US55024U1097",
			"country": "US",
			"shares": 32640,
			"value": 23303001.6,
			"currency": "USD",
			"weight": 0.4731,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US16935C1099",
			"company": "Chime Financial Inc",
			"company_url": "https://titelia.com/en/stocks/chime-financial-inc-US16935C1099",
			"country": "US",
			"shares": 1000000,
			"value": 22990000,
			"currency": "USD",
			"weight": 0.4667,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US55354G1004",
			"company": "MSCI Inc",
			"company_url": "https://titelia.com/en/stocks/msci-inc-US55354G1004",
			"country": "US",
			"shares": 40000,
			"value": 22889600,
			"currency": "USD",
			"weight": 0.4647,
			"as_of": "2026-07-31"
		},
		{
			"isin": "NL00150745D9",
			"company": "Innio NV",
			"company_url": "https://titelia.com/en/stocks/innio-nv-NL00150745D9",
			"country": "DE",
			"shares": 917500,
			"value": 22405350,
			"currency": "USD",
			"weight": 0.4549,
			"as_of": "2026-07-31"
		},
		{
			"isin": "KR7005930003",
			"company": "SAMSUNG ELECTRONICS CO LTD",
			"company_url": "https://titelia.com/en/stocks/samsung-electronics-co-ltd-KR7005930003",
			"country": "KR",
			"shares": 120000,
			"value": 21611713.19,
			"currency": "USD",
			"weight": 0.4387,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US75524B1044",
			"company": "RBC BEARINGS INC",
			"company_url": "https://titelia.com/en/stocks/rbc-bearings-inc-US75524B1044",
			"country": "US",
			"shares": 38500,
			"value": 21225435,
			"currency": "USD",
			"weight": 0.4309,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US29445S1006",
			"company": "EquipmentShare.com Inc",
			"company_url": "https://titelia.com/en/stocks/equipmentshare-com-inc-US29445S1006",
			"country": "US",
			"shares": 1117500,
			"value": 20953125,
			"currency": "USD",
			"weight": 0.4254,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8636671013",
			"company": "Stryker Corp",
			"company_url": "https://titelia.com/en/stocks/stryker-corp-US8636671013",
			"country": "US",
			"shares": 62000,
			"value": 20193400,
			"currency": "USD",
			"weight": 0.41,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US15117B2025",
			"company": "Celldex Therapeutics Inc",
			"company_url": "https://titelia.com/en/stocks/celldex-therapeutics-inc-US15117B2025",
			"country": "US",
			"shares": 530328,
			"value": 20184283.68,
			"currency": "USD",
			"weight": 0.4098,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US47668J1025",
			"company": "JERSEY MIKE'S SUBS INC",
			"company_url": "https://titelia.com/en/stocks/jersey-mike-s-subs-inc-US47668J1025",
			"country": "US",
			"shares": 850000,
			"value": 19550000,
			"currency": "USD",
			"weight": 0.3969,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9837931008",
			"company": "XPO Inc",
			"company_url": "https://titelia.com/en/stocks/xpo-inc-US9837931008",
			"country": "US",
			"shares": 96000,
			"value": 19293120,
			"currency": "USD",
			"weight": 0.3917,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US80706P1030",
			"company": "Scholar Rock Holding Corp",
			"company_url": "https://titelia.com/en/stocks/scholar-rock-holding-corp-US80706P1030",
			"country": "US",
			"shares": 405900,
			"value": 19197040.5,
			"currency": "USD",
			"weight": 0.3897,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US7010941042",
			"company": "Parker-Hannifin Corp",
			"company_url": "https://titelia.com/en/stocks/parker-hannifin-corp-US7010941042",
			"country": "US",
			"shares": 18800,
			"value": 18358764,
			"currency": "USD",
			"weight": 0.3727,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US74736L1098",
			"company": "Q2 Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/q2-holdings-inc-US74736L1098",
			"country": "US",
			"shares": 300000,
			"value": 18261000,
			"currency": "USD",
			"weight": 0.3707,
			"as_of": "2026-07-31"
		},
		{
			"isin": "CA15101Q2071",
			"company": "Celestica Inc",
			"company_url": "https://titelia.com/en/stocks/celestica-inc-CA15101Q2071",
			"country": "CA",
			"shares": 50000,
			"value": 16572000,
			"currency": "USD",
			"weight": 0.3364,
			"as_of": "2026-07-31"
		},
		{
			"isin": "IT0004965148",
			"company": "Moncler SpA",
			"company_url": "https://titelia.com/en/stocks/moncler-spa-IT0004965148",
			"country": "IT",
			"shares": 287200,
			"value": 16292646.79,
			"currency": "USD",
			"weight": 0.3308,
			"as_of": "2026-07-31"
		},
		{
			"isin": "BE0003739530",
			"company": "UCB SA",
			"company_url": "https://titelia.com/en/stocks/ucb-sa-BE0003739530",
			"country": "BE",
			"shares": 63045,
			"value": 16233878.12,
			"currency": "USD",
			"weight": 0.3296,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US92243G1085",
			"company": "VAXCYTE INC",
			"company_url": "https://titelia.com/en/stocks/vaxcyte-inc-US92243G1085",
			"country": "US",
			"shares": 298800,
			"value": 16159104,
			"currency": "USD",
			"weight": 0.328,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8887871080",
			"company": "Toast Inc",
			"company_url": "https://titelia.com/en/stocks/toast-inc-US8887871080",
			"country": "US",
			"shares": 500000,
			"value": 16135000,
			"currency": "USD",
			"weight": 0.3276,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US3723032062",
			"company": "Genmab A/S",
			"company_url": "https://titelia.com/en/stocks/genmab-a-s-US3723032062",
			"country": "DK",
			"shares": 520700,
			"value": 15032609,
			"currency": "USD",
			"weight": 0.3052,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9741551033",
			"company": "WINGSTOP INC",
			"company_url": "https://titelia.com/en/stocks/wingstop-inc-US9741551033",
			"country": "US",
			"shares": 115600,
			"value": 14969044,
			"currency": "USD",
			"weight": 0.3039,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US12504L1098",
			"company": "CBRE Group Inc",
			"company_url": "https://titelia.com/en/stocks/cbre-group-inc-US12504L1098",
			"country": "US",
			"shares": 100000,
			"value": 14681000,
			"currency": "USD",
			"weight": 0.298,
			"as_of": "2026-07-31"
		},
		{
			"isin": "CH1134540470",
			"company": "On Holding AG",
			"company_url": "https://titelia.com/en/stocks/on-holding-ag-CH1134540470",
			"country": "CH",
			"shares": 405000,
			"value": 14677200,
			"currency": "USD",
			"weight": 0.298,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8243481061",
			"company": "Sherwin-Williams Co/The",
			"company_url": "https://titelia.com/en/stocks/sherwin-williams-co-the-US8243481061",
			"country": "US",
			"shares": 42800,
			"value": 14588380,
			"currency": "USD",
			"weight": 0.2962,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US80004C2008",
			"company": "Sandisk Corp",
			"company_url": "https://titelia.com/en/stocks/sandisk-corp-US80004C2008",
			"country": "US",
			"shares": 12000,
			"value": 14577960,
			"currency": "USD",
			"weight": 0.296,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US02043Q1076",
			"company": "ALNYLAM PHARMACEUTICALS INC",
			"company_url": "https://titelia.com/en/stocks/alnylam-pharmaceuticals-inc-US02043Q1076",
			"country": "US",
			"shares": 66300,
			"value": 13625976,
			"currency": "USD",
			"weight": 0.2766,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US36467J1088",
			"company": "Gaming and Leisure Properties Inc",
			"company_url": "https://titelia.com/en/stocks/gaming-and-leisure-properties-inc-US36467J1088",
			"country": "US",
			"shares": 300000,
			"value": 13437000,
			"currency": "USD",
			"weight": 0.2728,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US04339D1054",
			"company": "Arxis Inc",
			"company_url": "https://titelia.com/en/stocks/arxis-inc-US04339D1054",
			"country": "US",
			"shares": 235300,
			"value": 12776790,
			"currency": "USD",
			"weight": 0.2594,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US00860C1027",
			"company": "AGOMAB THERAPEUTICS SA",
			"company_url": "https://titelia.com/en/stocks/agomab-therapeutics-sa-US00860C1027",
			"country": "BE",
			"shares": 981184,
			"value": 12627838.08,
			"currency": "USD",
			"weight": 0.2564,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US03769M1062",
			"company": "Apollo Global Management Inc",
			"company_url": "https://titelia.com/en/stocks/apollo-global-management-inc-US03769M1062",
			"country": "US",
			"shares": 100000,
			"value": 12559000,
			"currency": "USD",
			"weight": 0.255,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US01741R1023",
			"company": "ATI INC",
			"company_url": "https://titelia.com/en/stocks/ati-inc-US01741R1023",
			"country": "US",
			"shares": 66300,
			"value": 12427272,
			"currency": "USD",
			"weight": 0.2523,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US46120E6023",
			"company": "Intuitive Surgical Inc",
			"company_url": "https://titelia.com/en/stocks/intuitive-surgical-inc-US46120E6023",
			"country": "US",
			"shares": 34100,
			"value": 12048553,
			"currency": "USD",
			"weight": 0.2446,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US9884981013",
			"company": "Yum! Brands Inc",
			"company_url": "https://titelia.com/en/stocks/yum-brands-inc-US9884981013",
			"country": "US",
			"shares": 77200,
			"value": 11833216,
			"currency": "USD",
			"weight": 0.2402,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US25402D1028",
			"company": "DigitalOcean Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/digitalocean-holdings-inc-US25402D1028",
			"country": "US",
			"shares": 100000,
			"value": 11750000,
			"currency": "USD",
			"weight": 0.2385,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US03969T1097",
			"company": "Arcturus Therapeutics Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/arcturus-therapeutics-holdings-inc-US03969T1097",
			"country": "US",
			"shares": 1962580,
			"value": 11304460.8,
			"currency": "USD",
			"weight": 0.2295,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US58507V1070",
			"company": "Medline Inc",
			"company_url": "https://titelia.com/en/stocks/medline-inc-US58507V1070",
			"country": "US",
			"shares": 284550,
			"value": 11177124,
			"currency": "USD",
			"weight": 0.2269,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US76155X1000",
			"company": "REVOLUTION MEDICINES INC",
			"company_url": "https://titelia.com/en/stocks/revolution-medicines-inc-US76155X1000",
			"country": "US",
			"shares": 55000,
			"value": 10314150,
			"currency": "USD",
			"weight": 0.2094,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US53229X1019",
			"company": "Liftoff Mobile Inc",
			"company_url": "https://titelia.com/en/stocks/liftoff-mobile-inc-US53229X1019",
			"country": "US",
			"shares": 462276,
			"value": 10262527.2,
			"currency": "USD",
			"weight": 0.2083,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US74768A1043",
			"company": "Quantinuum Inc",
			"company_url": "https://titelia.com/en/stocks/quantinuum-inc-US74768A1043",
			"country": "US",
			"shares": 199364,
			"value": 10249303.24,
			"currency": "USD",
			"weight": 0.2081,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US29479A1088",
			"company": "Erasca Inc",
			"company_url": "https://titelia.com/en/stocks/erasca-inc-US29479A1088",
			"country": "US",
			"shares": 555500,
			"value": 10082325,
			"currency": "USD",
			"weight": 0.2047,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US8826811098",
			"company": "TEXAS ROADHOUSE INC",
			"company_url": "https://titelia.com/en/stocks/texas-roadhouse-inc-US8826811098",
			"country": "US",
			"shares": 42425,
			"value": 8715792,
			"currency": "USD",
			"weight": 0.1769,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US43300A2033",
			"company": "Hilton Worldwide Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/hilton-worldwide-holdings-inc-US43300A2033",
			"country": "US",
			"shares": 25000,
			"value": 8012250,
			"currency": "USD",
			"weight": 0.1627,
			"as_of": "2026-07-31"
		},
		{
			"isin": "NL0012866412",
			"company": "BE Semiconductor Industries NV",
			"company_url": "https://titelia.com/en/stocks/be-semiconductor-industries-nv-NL0012866412",
			"country": "NL",
			"shares": 34000,
			"value": 7891349.46,
			"currency": "USD",
			"weight": 0.1602,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US3493811034",
			"company": "Figure Technology Solutions Inc",
			"company_url": "https://titelia.com/en/stocks/figure-technology-solutions-inc-US3493811034",
			"country": "US",
			"shares": 300000,
			"value": 7473000,
			"currency": "USD",
			"weight": 0.1517,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US18915M1071",
			"company": "Cloudflare Inc",
			"company_url": "https://titelia.com/en/stocks/cloudflare-inc-US18915M1071",
			"country": "US",
			"shares": 25000,
			"value": 6974500,
			"currency": "USD",
			"weight": 0.1416,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US6098391054",
			"company": "MONOLITHIC POWER SYSTEMS INC",
			"company_url": "https://titelia.com/en/stocks/monolithic-power-systems-inc-US6098391054",
			"country": "US",
			"shares": 4800,
			"value": 6844944,
			"currency": "USD",
			"weight": 0.139,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US6989551014",
			"company": "Parabilis Medicines Inc",
			"company_url": "https://titelia.com/en/stocks/parabilis-medicines-inc-US6989551014",
			"country": "US",
			"shares": 151500,
			"value": 5147970,
			"currency": "USD",
			"weight": 0.1045,
			"as_of": "2026-07-31"
		},
		{
			"isin": "NL00150012L7",
			"company": "NEWAMSTERDAM PHARMA COMPANY NV",
			"company_url": "https://titelia.com/en/stocks/newamsterdam-pharma-company-nv-NL00150012L7",
			"country": "NL",
			"shares": 140000,
			"value": 3890600,
			"currency": "USD",
			"weight": 0.079,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US0021202025",
			"company": "ATYR PHARMA INC",
			"company_url": "https://titelia.com/en/stocks/atyr-pharma-inc-US0021202025",
			"country": "US",
			"shares": 4367290,
			"value": 2121192.75,
			"currency": "USD",
			"weight": 0.0431,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US82846H4056",
			"company": "QXO Inc",
			"company_url": "https://titelia.com/en/stocks/qxo-inc-US82846H4056",
			"country": "US",
			"shares": 138500,
			"value": 1842050,
			"currency": "USD",
			"weight": 0.0374,
			"as_of": "2026-07-31"
		},
		{
			"isin": "US6033802058",
			"company": "Minerva Neurosciences Inc",
			"company_url": "https://titelia.com/en/stocks/minerva-neurosciences-inc-US6033802058",
			"country": "US",
			"shares": 225722,
			"value": 898373.56,
			"currency": "USD",
			"weight": 0.0182,
			"as_of": "2026-07-31"
		}
	],
	"source": "Public filings of the fund regulators, republished by titelia",
	"served_by": {
		"name": "titelia",
		"url": "https://titelia.com/en/api"
	},
	"terms": "https://titelia.com/en/mentions",
	"documentation": "https://titelia.com/en/api"
}
