FH
| |
Federated Hermes Kaufmann Fund IIMutual Fund | |
| Federated Hermes Kaufmann Fund II | |
| Last update 2025-06-23 | 142 Stocks (6 new) |
| Value $121.00 Mil | Turnover 9 % |
Federated Hermes Kaufmann Fund... Top Holdings of 2025-03-31
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| 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 | -2.13% | -22.50% | 28,458.0 | Biotechnology | |
PWR | Quanta Services Inc | 11,000 | 2,796.0 | -11.29% | 2.310 | -0.32% | 0.010 | +44.51% | +20.20% | 56,243.6 | Construction | |
S | SentinelOne Inc | 136,500 | 2,735.5 | +233.37% | 2.260 | +1.58% | 0.040 | +3.97% | -18.00% | 6,052.9 | Software | |
HLNE | Hamilton Lane Inc | 17,165 | 2,551.9 | -4.11% | 2.110 | -0.08% | 0.040 | +11.59% | +4.44% | 6,349.8 | Asset Management | |
HEI | Heico Corp | 8,970 | 2,396.7 | 0% | 1.980 | 0% | 0.010 | +25.46% | +31.68% | 37,632.2 | Aerospace & Defense | |
CSGP | CoStar Group Inc | 28,121 | 2,228.0 | -7.27% | 1.840 | -0.11% | 0.010 | +13.96% | +20.06% | 36,261.2 | Real Estate | |
APO | Apollo Asset Management, Inc. | 16,200 | 2,218.4 | -4.48% | 1.830 | -0.09% | 0.000 | +20.67% | -9.19% | 85,164.1 | Asset Management | |
AMZN | Amazon.com Inc | 10,460 | 1,990.1 | 0% | 1.640 | 0% | 0.000 | +22.83% | +1.46% | 2,363,199.0 | Retail - Cyclical | |
SHOP | Shopify Inc | 20,800 | 1,984.0 | 0% | 1.640 | 0% | 0.000 | +37.47% | +9.41% | 151,142.6 | Software | |
ETN | Eaton Corp PLC | 7,250 | 1,970.8 | -13.69% | 1.630 | -0.28% | 0.000 | +32.36% | +8.36% | 139,721.5 | Industrial Products |
Federated Hermes Kaufmann Fund II's Historical Top Holdings Breakdowns
Federated Hermes Kaufmann Fund II's Top Stock Picks
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| 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 | $18.20 | -16.11% | Add 233.37% | 136,500 | 95,555 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -1.29% | 783.83 ($963.73) 1170.39 | $981.18 | 1.81% | Reduce -44.05% | 2,143 | -1,687 | |
XBRU:ARGX | argenx SE | 2025-03-31 | Reduce Reduce | -1.23% | 523 (€603.37) 653.6 | €465.00 | -22.93% | Reduce -23.45% | 9,014 | -2,761 | |
VLTO | Veralto Corp | 2025-03-31 | Add Add | +1.04% | 95.43 ($99.82) 104.05 | $103.93 | 4.12% | 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 | £108.40 | -5.89% | Sold Out | 0 | -5,600 | |
VICI | VICI Properties Inc | 2025-03-31 | Add Add | +0.56% | 28.21 ($30.81) 32.68 | $33.64 | 9.19% | Add 392.02% | 25,831 | 20,581 | |
WING | Wingstop Inc | 2025-03-31 | Reduce Reduce | -0.51% | 207 ($260.1) 311.93 | $334.37 | 28.55% | Reduce -22.81% | 8,414 | -2,486 | |
TT | Trane Technologies PLC | 2025-03-31 | Reduce Reduce | -0.47% | 332 ($361.35) 400.86 | $434.50 | 20.24% | 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 | $214.70 | 11.96% | 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 | $76.61 | -15.32% | Add 237.41% | 11,300 | 7,951 |
Federated Hermes Kaufmann Fund II Total Holding History ($B)
Federated Hermes Kaufmann Fund II's Asset Allocation
Federated Hermes Kaufmann Fund II Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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Federated Hermes Kaufmann Fund II's Holdings Bubble Chart
Federated Hermes Kaufmann Fund II News
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