FH

Federated Hermes Kaufmann Fund II

Mutual Fund
Federated Hermes Kaufmann Fund II
Last update 2025-06-23 142 Stocks (6 new)
Value $121.00 Mil Turnover 9 %
Countries:
Top Holdings: XBRU:ARGX(4.40%)PWR(2.31%)S(2.26%)HLNE(2.11%)HEI(1.98%)
Summary Stock Picks Current Portfolio
Federated Hermes Kaufmann Fund... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XBRU:ARGX
argenx SE
9,014
5,323.4
-23.45%
4.400
-1.23%
0.010
-5.86%
-19.92%
29,406.6
Biotechnology
PWR
Quanta Services Inc
11,000
2,796.0
-11.29%
2.310
-0.32%
0.010
+42.41%
+21.55%
56,875.7
Construction
S
SentinelOne Inc
136,500
2,735.5
+233.37%
2.260
+1.58%
0.040
-1.65%
-22.12%
5,748.7
Software
HLNE
Hamilton Lane Inc
17,165
2,551.9
-4.11%
2.110
-0.08%
0.040
+10.76%
+3.02%
6,263.3
Asset Management
HEI
Heico Corp
8,970
2,396.7
0%
1.980
0%
0.010
+25.99%
+32.53%
37,991.5
Aerospace & Defense
CSGP
CoStar Group Inc
28,121
2,228.0
-7.27%
1.840
-0.11%
0.010
+10.39%
+19.33%
36,041.8
Real Estate
APO
Apollo Asset Management, Inc.
16,200
2,218.4
-4.48%
1.830
-0.09%
0.000
+17.30%
-10.31%
84,112.5
Asset Management
AMZN
Amazon.com Inc
10,460
1,990.1
0%
1.640
0%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
SHOP
Shopify Inc
20,800
1,984.0
0%
1.640
0%
0.000
+33.93%
+5.44%
145,736.2
Software
ETN
Eaton Corp PLC
7,250
1,970.8
-13.69%
1.630
-0.28%
0.000
+30.39%
+9.44%
141,110.6
Industrial Products

Federated Hermes Kaufmann Fund II's Historical Top Holdings Breakdowns

Federated Hermes Kaufmann Fund II's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
S
SentinelOne Inc
2025-03-31
Add
Add
+1.58%
●
18.17 ($21.7) 24.97
$17.29
-20.32%
Add 233.37%
136,500
95,555
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-1.29%
●
783.83 ($963.73) 1170.39
$938.78
-2.59%
Reduce -44.05%
2,143
-1,687
XBRU:ARGX
argenx SE
2025-03-31
Reduce
Reduce
-1.23%
●
523 (€603.37) 653.6
€480.50
-20.36%
Reduce -23.45%
9,014
-2,761
VLTO
Veralto Corp
2025-03-31
Add
Add
+1.04%
●
95.43 ($99.82) 104.05
$101.93
2.11%
Add 934.73%
14,300
12,918
LSE:LSEG
London Stock Exchange Group PLC
2025-03-31
Sold Out
Sold Out
-0.57%
●
106.95 (£115.18) 120.95
£107.40
-6.75%
Sold Out
0
-5,600
VICI
VICI Properties Inc
2025-03-31
Add
Add
+0.56%
●
28.21 ($30.81) 32.68
$33.42
8.47%
Add 392.02%
25,831
20,581
WING
Wingstop Inc
2025-03-31
Reduce
Reduce
-0.51%
●
207 ($260.1) 311.93
$328.21
26.19%
Reduce -22.81%
8,414
-2,486
TT
Trane Technologies PLC
2025-03-31
Reduce
Reduce
-0.47%
●
332 ($361.35) 400.86
$437.50
21.07%
Reduce -24.38%
5,475
-1,765
WAB
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
2025-03-31
Reduce
Reduce
-0.45%
●
175.5 ($191.76) 209.86
$213.66
11.42%
Reduce -81.82%
8,744
-39,356
TTD
The Trade Desk Inc
2025-03-31
Add
Add
+0.36%
●
53.59 ($90.47) 126.58
$75.38
-16.68%
Add 237.41%
11,300
7,951

Federated Hermes Kaufmann Fund II Total Holding History ($B)

To

Federated Hermes Kaufmann Fund II's Asset Allocation

To

Federated Hermes Kaufmann Fund II Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Federated Hermes Kaufmann Fund II's Hypothetical Growth since 2025-03-31

Federated Hermes Kaufmann Fund II's Yearly Returns

Year Portfolio % % Excess Gain %

Federated Hermes Kaufmann Fund II's Holdings Heat Map

Size field:

Federated Hermes Kaufmann Fund II's Holdings Bubble Chart

Federated Hermes Kaufmann Fund II News

  • 1

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