Holdings of Federated Hermes Kaufmann Fund
Federated Hermes Equity Funds · 126 declared positions · as of Apr 30, 2026
Original filing · Net assets 4.7B $ · Ten largest lines: 29.3 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 107 | 3.7B $ | 85.19 % |
| CA | 4 | 182.4M $ | 4.17 % |
| BE | 3 | 170.2M $ | 3.89 % |
| TW | 1 | 88.3M $ | 2.02 % |
| BM | 1 | 72.6M $ | 1.66 % |
| KY | 2 | 37.2M $ | 0.85 % |
| CH | 2 | 24.5M $ | 0.56 % |
| IT | 1 | 19.7M $ | 0.45 % |
| JE | 1 | 18.3M $ | 0.42 % |
| JP | 1 | 14.5M $ | 0.33 % |
| DK | 1 | 13.8M $ | 0.32 % |
| NL | 1 | 4M $ | 0.09 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Quanta Services Inc | 379,500 | 276.2M $ | 5.92 % |
| GE Vernova Inc | 173,400 | 187.9M $ | 4.03 % |
| Comfort Systems USA Inc | 81,000 | 149.1M $ | 3.20 % |
| Argenx SE | 173,045 | 135.4M $ | 2.90 % |
| General Electric Co | 381,500 | 110.6M $ | 2.37 % |
| Amazon.com Inc | 340,000 | 90.1M $ | 1.93 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 223,000 | 88.3M $ | 1.89 % |
| Westinghouse Air Brake Technologies Corp | 305,900 | 82.6M $ | 1.77 % |
| KLA Corp | 46,000 | 80.5M $ | 1.73 % |
| Micron Technology Inc | 155,000 | 80.2M $ | 1.72 % |
| Guardant Health Inc | 916,481 | 79.8M $ | 1.71 % |
| Agnico Eagle Mines Ltd | 400,000 | 75.3M $ | 1.61 % |
| Viking Holdings Ltd | 886,300 | 72.6M $ | 1.56 % |
| Natera Inc | 335,000 | 69.1M $ | 1.48 % |
| Philip Morris International Inc. | 400,000 | 66M $ | 1.42 % |
| NVIDIA Corp | 325,000 | 64.9M $ | 1.39 % |
| Advanced Micro Devices Inc | 182,300 | 64.6M $ | 1.39 % |
| Trane Technologies PLC | 129,000 | 63.5M $ | 1.36 % |
| Shopify Inc | 473,700 | 57.4M $ | 1.23 % |
| Crowdstrike Holdings Inc | 127,500 | 56.8M $ | 1.22 % |
| Costco Wholesale Corp | 53,200 | 54M $ | 1.16 % |
| Spotify Technology SA | 118,000 | 52.7M $ | 1.13 % |
| HEICO Corp | 186,800 | 50.4M $ | 1.08 % |
| Martin Marietta Materials Inc | 81,200 | 50.3M $ | 1.08 % |
| Loar Holdings Inc | 885,800 | 49.7M $ | 1.07 % |
| CENTESSA PHARMACEUTICALS PLC | 1,236,100 | 48.7M $ | 1.05 % |
| NextEra Energy Inc | 475,000 | 46.5M $ | 1.00 % |
| Rhythm Pharmaceuticals Inc | 560,500 | 45.6M $ | 0.98 % |
| S&P Global Inc | 100,000 | 43.1M $ | 0.92 % |
| Blackrock Inc | 40,000 | 42.6M $ | 0.91 % |
| Datadog Inc | 313,600 | 41.5M $ | 0.89 % |
| TJX Cos Inc/The | 264,200 | 41.4M $ | 0.89 % |
| Vertiv Holdings Co | 126,000 | 41.4M $ | 0.89 % |
| Intuitive Surgical Inc | 86,700 | 39.7M $ | 0.85 % |
| Rubrik Inc | 715,000 | 38M $ | 0.82 % |
| UL Solutions Inc | 418,290 | 37.9M $ | 0.81 % |
| Uber Technologies Inc | 500,000 | 37.3M $ | 0.80 % |
| EyePoint Inc | 2,771,487 | 36.6M $ | 0.78 % |
| Applied Industrial Technologies Inc | 117,000 | 35.8M $ | 0.77 % |
| Palvella Therapeutics Inc | 276,556 | 35.5M $ | 0.76 % |
| Stryker Corp | 110,700 | 34.9M $ | 0.75 % |
| Howmet Aerospace Inc | 140,500 | 34.1M $ | 0.73 % |
| CoStar Group Inc | 975,395 | 33.8M $ | 0.72 % |
| Forte Biosciences Inc | 1,251,500 | 33.4M $ | 0.72 % |
| Motorola Solutions Inc | 75,000 | 32.9M $ | 0.71 % |
| Casey's General Stores Inc | 39,000 | 32.1M $ | 0.69 % |
| MongoDB Inc | 127,000 | 31.9M $ | 0.68 % |
| JFrog Ltd | 657,500 | 30.5M $ | 0.65 % |
| Xenon Pharmaceuticals Inc | 522,500 | 29.3M $ | 0.63 % |
| Medline Inc | 656,800 | 29.2M $ | 0.63 % |
| Snowflake Inc | 213,000 | 29.1M $ | 0.62 % |
| Wingstop Inc | 173,400 | 28.4M $ | 0.61 % |
| Parker-Hannifin Corp | 30,250 | 27.5M $ | 0.59 % |
| American Electric Power Co Inc | 200,000 | 27.4M $ | 0.59 % |
| MercadoLibre Inc | 15,000 | 26.9M $ | 0.58 % |
| Astera Labs Inc | 135,000 | 26.3M $ | 0.56 % |
| VICI Properties Inc | 900,000 | 26.3M $ | 0.56 % |
| Axon Enterprise Inc | 65,000 | 26.1M $ | 0.56 % |
| Duke Energy Corp | 200,000 | 25.9M $ | 0.56 % |
| ZENAS BIOPHARMA INC | 1,330,000 | 25.7M $ | 0.55 % |
| Cytokinetics Inc | 400,000 | 25.6M $ | 0.55 % |
| Ideaya Biosciences Inc | 878,705 | 25.6M $ | 0.55 % |
| DoorDash Inc | 150,000 | 25.3M $ | 0.54 % |
| Klaviyo Inc | 1,250,000 | 25.1M $ | 0.54 % |
| Lumentum Holdings Inc | 27,500 | 24.8M $ | 0.53 % |
| Targa Resources Corp | 93,700 | 24.4M $ | 0.52 % |
| ServiceNow Inc | 275,000 | 24.3M $ | 0.52 % |
| UCB SA | 89,545 | 24.2M $ | 0.52 % |
| Seagate Technology Holdings PLC | 35,600 | 24M $ | 0.51 % |
| Rezolute Inc | 7,484,000 | 23.9M $ | 0.51 % |
| Kymera Therapeutics Inc | 294,095 | 23.8M $ | 0.51 % |
| MSCI Inc | 40,000 | 23.7M $ | 0.51 % |
| RBC Bearings Inc | 38,500 | 23.1M $ | 0.49 % |
| EquipmentShare.com Inc | 1,006,500 | 21.1M $ | 0.45 % |
| Ryman Hospitality Properties Inc | 200,000 | 21M $ | 0.45 % |
| Fabrinet | 30,600 | 20.9M $ | 0.45 % |
| Celestica Inc | 50,000 | 20.5M $ | 0.44 % |
| Insulet Corp | 117,400 | 20.2M $ | 0.43 % |
| Moncler SpA | 327,400 | 19.7M $ | 0.42 % |
| Chime Financial Inc | 875,000 | 19.1M $ | 0.41 % |
| Scholar Rock Holding Corp | 405,900 | 18.9M $ | 0.41 % |
| Hamilton Lane Inc | 200,000 | 18.4M $ | 0.39 % |
| Birkenstock Holding Plc | 471,800 | 18.3M $ | 0.39 % |
| On Holding AG | 513,000 | 18.3M $ | 0.39 % |
| Arcturus Therapeutics Holdings Inc | 2,072,500 | 17.9M $ | 0.38 % |
| JPMorgan Chase & Co | 56,800 | 17.8M $ | 0.38 % |
| Kratos Defense & Security Solutions, Inc. | 272,400 | 17.2M $ | 0.37 % |
| Vaxcyte Inc | 298,800 | 17.1M $ | 0.37 % |
| Veeva Systems Inc | 105,000 | 16.4M $ | 0.35 % |
| SharkNinja Inc | 141,000 | 16.3M $ | 0.35 % |
| Tyler Technologies Inc | 47,500 | 16.2M $ | 0.35 % |
| Q2 Holdings Inc | 300,000 | 15.2M $ | 0.33 % |
| Gaming and Leisure Properties Inc | 300,000 | 14.5M $ | 0.31 % |
| Advantest Corp | 77,427 | 14.5M $ | 0.31 % |
| Toast Inc | 500,000 | 14.3M $ | 0.31 % |
| XPO Inc | 63,600 | 14M $ | 0.30 % |
| Genmab A/S | 520,700 | 13.8M $ | 0.30 % |
| Sherwin-Williams Co/The | 42,800 | 13.8M $ | 0.30 % |
| Vistra Corp | 86,600 | 13.7M $ | 0.29 % |
| Karman Holdings Inc | 196,200 | 13.3M $ | 0.29 % |
| Texas Roadhouse Inc | 82,800 | 13.3M $ | 0.29 % |
| Sandisk Corp/DE | 12,000 | 13.2M $ | 0.28 % |
| Apollo Global Management Inc | 100,000 | 12.9M $ | 0.28 % |
| Yum! Brands Inc | 77,200 | 12.3M $ | 0.26 % |
| Apogee Therapeutics Inc | 143,485 | 11.9M $ | 0.26 % |
| AGOMAB THERAPEUTICS SA | 981,184 | 10.6M $ | 0.23 % |
| Westlake Corp | 91,500 | 10.5M $ | 0.23 % |
| Planet Fitness Inc | 150,000 | 10M $ | 0.21 % |
| Floor & Decor Holdings Inc | 180,000 | 8.7M $ | 0.19 % |
| Maplebear Inc | 200,000 | 8.5M $ | 0.18 % |
| Hilton Worldwide Holdings Inc | 25,000 | 8.1M $ | 0.17 % |
| Monolithic Power Systems Inc | 4,800 | 7.7M $ | 0.17 % |
| BETA TECHNOLOGIES INC | 472,026 | 7.5M $ | 0.16 % |
| CBRE Group Inc | 50,000 | 7.1M $ | 0.15 % |
| DraftKings Inc | 300,000 | 7M $ | 0.15 % |
| Sportradar Group AG | 475,000 | 6.2M $ | 0.13 % |
| Celldex Therapeutics Inc | 172,713 | 5.7M $ | 0.12 % |
| Cloudflare Inc | 25,000 | 5.1M $ | 0.11 % |
| aTyr Pharma Inc | 5,585,000 | 4.5M $ | 0.10 % |
| Newamsterdam Pharma Co NV | 140,000 | 4M $ | 0.09 % |
| Upstream Bio Inc | 429,544 | 3.9M $ | 0.08 % |
| WaVe Life Sciences Ltd | 421,336 | 3M $ | 0.06 % |
| QXO Inc | 138,500 | 2.8M $ | 0.06 % |
| Minerva Neurosciences Inc | 225,722 | 1.5M $ | 0.03 % |
| Impinj Inc | 5,000 | 724.6K $ | 0.02 % |
| Vertex Inc | 10,000 | 123.7K $ | 0.00 % |