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Federated Hermes Kaufmann Fund

Filed by Federated Hermes Equity Funds. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
73
matched to a ticker
Fund size
$5B
the filing's own figure
Matched value
$3.3B
of the positions below
As of
2026-07-31
S000009729

What it holds

Largest share of the fund first.

Company% of fundValue
PWRQuanta Services Inc4.89%$240.8M
GHGuardant Health Inc3.01%$148.5M
FIXComfort Systems USA Inc2.84%$140.1M
GEGeneral Electric Co2.79%$137.4M
GEVGE Vernova Inc2.76%$135.8M
AMZNAmazon.com Inc1.87%$92.3M
MUMicron Technology Inc1.87%$92M
SNOWSnowflake Inc1.85%$90.9M
TSMTaiwan Semiconductor Manufacturing Co Ltd1.83%$90.1M
NTRANatera Inc1.82%$89.7M
WABWestinghouse Air Brake Technologies Corp1.81%$89M
DDOGDatadog Inc (Pre-Reincorporation)1.71%$84M
AMDAdvanced Micro Devices Inc1.57%$77.2M
CRWDCrowdStrike Holdings Inc1.55%$76.3M
PMPhilip Morris International Inc1.55%$76.3M
KLACKLA Corp1.53%$75.1M
HEIHEICO Corp1.35%$66.6M
NVDANVIDIA Corp1.22%$60.2M
SHOPShopify Inc1.13%$55.5M
NOWServiceNow Inc1.12%$55.1M
BLKBlackRock Inc1.11%$54.5M
COSTCostco Wholesale Corp0.93%$45.9M
AITApplied Industrial Technologies Inc0.92%$45.3M
MLMMartin Marietta Materials Inc0.86%$42.3M
ALABAstera Labs, Inc0.85%$42M
NEENextera Energy Inc0.84%$41.3M
SPGIS&P Global Inc0.84%$41.2M
SPCXSpace Exploration Technologies Corp0.83%$40.7M
HWMHowmet Aerospace Inc0.81%$39.7M
AXONAxon Enterprise Inc0.75%$36.9M
UBERUber Technologies Inc0.71%$35.2M
TRGPTarga Resources Corp0.70%$34.4M
CASYCaseys General Stores Inc0.69%$34M
TJXTJX Companies Inc0.69%$33.7M
MSIMotorola Solutions Inc0.66%$32.7M
VRTVertiv Holdings Co0.62%$30.7M
DASHDoorDash Inc0.60%$29.4M
MELIMercadoLibre Inc0.57%$28.2M
CSGPCostar Group Inc0.55%$27.3M
RHPRyman Hospitality Properties Inc0.54%$26.7M
MDBMongoDB Inc0.53%$26.1M
AEPAmerican Electric Power Company Inc0.52%$25.6M
DUKDuke Energy Corp0.51%$25.1M
JPMJPMorgan Chase & Co0.50%$24.6M
CYTKCytokinetics Inc0.50%$24.4M
TYLTyler Technologies Inc0.50%$24.4M
VEEVVeeva Systems Inc0.49%$23.9M
VICIVICI Properties Inc0.48%$23.7M
LITELumentum Holdings Inc0.47%$23.3M
MSCIMSCI Inc0.46%$22.9M
RBCRBC Bearings Inc0.43%$21.2M
SYKStryker Corp0.41%$20.2M
XPOXPO Inc0.39%$19.3M
PHParker-Hannifin Corp0.37%$18.4M
QTWOQ2 Holdings Inc0.37%$18.3M
CLSCelestica Inc0.34%$16.6M
PCVXVaxcyte Inc0.33%$16.2M
TOSTToast Inc0.33%$16.1M
GMABGenmab A/S0.31%$15M
WINGWingstop Inc. - Common Stock0.30%$15M
CBRECBRE Group Inc0.30%$14.7M
SHWSherwin-Williams Co0.30%$14.6M
SNDKSandisk Corp0.30%$14.6M
ALNYAlnylam Pharmaceuticals Inc0.28%$13.6M
GLPIGaming and Leisure Properties Inc0.27%$13.4M
APOApollo Global Management Inc0.25%$12.6M
ISRGIntuitive Surgical Inc0.24%$12M
YUMYum! Brands Inc0.24%$11.8M
QNTQuantinuum Inc0.21%$10.2M
TXRHTexas Roadhouse Inc0.18%$8.7M
HLTHilton Worldwide Holdings Inc0.16%$8M
NETCloudflare Inc0.14%$7M
MPWRMonolithic Power Systems Inc0.14%$6.8M

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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