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Federated Hermes Kaufmann Large Cap 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
41
matched to a ticker
Fund size
$1.1B
the filing's own figure
Matched value
$1B
of the positions below
As of
2026-07-31
S000019678

What it holds

Largest share of the fund first.

Company% of fundValue
NVDANVIDIA Corp10.14%$112.1M
GOOGLAlphabet Inc6.80%$75.1M
AMZNAmazon.com Inc5.40%$59.7M
PWRQuanta Services Inc5.08%$56.2M
AAPLApple Inc4.61%$51M
AVGOBroadcom Inc4.44%$49M
GEGeneral Electric Co4.41%$48.7M
TSMTaiwan Semiconductor Manufacturing Co Ltd4.16%$46M
MSFTMicrosoft Corp4.14%$45.7M
MUMicron Technology Inc3.97%$43.8M
ARGXargenx SE3.25%$35.9M
SNOWSnowflake Inc2.32%$25.6M
AMDAdvanced Micro Devices Inc2.22%$24.5M
METAMeta Platforms Inc2.21%$24.4M
TJXTJX Companies Inc2.20%$24.3M
COSTCostco Wholesale Corp2.14%$23.6M
VVisa Inc2.07%$22.8M
DDOGDatadog Inc (Pre-Reincorporation)1.88%$20.8M
GEVGE Vernova Inc1.78%$19.7M
SPCXSpace Exploration Technologies Corp1.66%$18.3M
BLKBlackRock Inc1.43%$15.8M
SHOPShopify Inc1.42%$15.7M
CRWDCrowdStrike Holdings Inc1.24%$13.7M
SPGIS&P Global Inc1.19%$13.2M
KLACKLA Corp1.13%$12.5M
NOWServiceNow Inc1.12%$12.4M
NEENextera Energy Inc0.99%$10.9M
PHParker-Hannifin Corp0.94%$10.4M
JPMJPMorgan Chase & Co0.86%$9.5M
UBERUber Technologies Inc0.78%$8.6M
TSLATesla Inc0.69%$7.7M
ECLEcolab Inc0.60%$6.6M
WMTWalmart Inc0.53%$5.8M
SBUXStarbucks Corp0.48%$5.3M
SYKStryker Corp0.41%$4.5M
CLSCelestica Inc0.39%$4.3M
HDHome Depot Inc0.39%$4.3M
NFLXNetflix Inc0.34%$3.7M
ORCLOracle Corp0.28%$3.1M
ALNYAlnylam Pharmaceuticals Inc0.28%$3.1M
ISRGIntuitive Surgical Inc0.25%$2.7M

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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