# Portfolio overlap — KAUAX vs LGLAX

Comparing **Federated Hermes Kaufmann Fund** (2026-04-30) and **Lord Abbett Growth Leaders Fund** (2026-04-30).

- Shared positions: 22
- Federated Hermes Kaufmann Fund covered by Lord Abbett Growth Leaders Fund: 0.2214236016275260716199902729
- Lord Abbett Growth Leaders Fund covered by Federated Hermes Kaufmann Fund: 0.2214236016275260716199902730

## Federated Hermes Kaufmann Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| QUANTA SVCS INC | 0.059208 |  |
| GE VERNOVA LLC | 0.040275 | ✓ |
| COMFORT SYSTEMS USA INC | 0.031955 | ✓ |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 0.029749 |  |
| ARGENX SE | 0.029024 |  |
| GENERAL ELECTRIC CO | 0.023712 | ✓ |
| AMAZON.COM INC | 0.019320 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.018934 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.017699 |  |
| KLA CORP | 0.017261 | ✓ |
| MICRON TECHNOLOGY INC | 0.017184 | ✓ |
| GUARDANT HEALTH INC | 0.017109 | ✓ |
| AGNICO EAGLE MINES LTD | 0.016139 |  |
| VIKING HOLDINGS LTD | 0.015563 |  |
| NATERA INC | 0.014806 | ✓ |
| PHILIP MORRIS INTL INC | 0.014155 |  |
| NVIDIA CORP | 0.013904 | ✓ |
| ADV MICRO DEVICE | 0.013854 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.013621 |  |
| SHOPIFY INC CL A | 0.012301 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.012184 | ✓ |
| COSTCO WHOLESALE CORP | 0.011570 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.011296 |  |
| HEICO CORP | 0.010809 |  |
| MARTIN MAR MTLS | 0.010776 |  |
| LOAR HOLDINGS INC | 0.010657 |  |
| CENTESSA PHARMACEUTICALS LTD ADR | 0.010446 |  |
| NEXTERA ENERGY INC | 0.009967 |  |
| RHYTHM PHARMACEUTICALS INC | 0.009776 |  |
| S&P GLOBAL INC | 0.009244 |  |
| BLACKROCK INC | 0.009138 |  |
| DATADOG INC CL A | 0.008887 |  |
| TJX COS INC | 0.008878 |  |
| VERTIV HOLDINGS CO | 0.008873 | ✓ |
| INTUITIVE SURGICAL INC | 0.008505 | ✓ |
| RUBRIK INC-A | 0.008151 |  |
| UL SOLUTIONS INC CL A | 0.008114 |  |
| UBER TECHNOLOGIES INC | 0.007997 |  |
| EYEPOINT PHARMACEUTICALS INC | 0.007843 |  |
| APPLIED INDU TEC | 0.007669 |  |
| PALVELLA THERAPEUTICS INC | 0.007608 |  |
| STRYKER CORP | 0.007478 |  |
| HOWMET AEROSPACE INC | 0.007320 | ✓ |
| QXO | 0.007314 |  |
| COSTAR GROUP INC | 0.007237 |  |
| FORTE BIOSCIENCES INC | 0.007153 |  |
| MOTOROLA SOLUTIONS INC | 0.007059 |  |
| CASEY'S GENERAL | 0.006874 |  |
| MONGODB INC CL A | 0.006829 |  |
| JFROG LTD | 0.006546 |  |

## Lord Abbett Growth Leaders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.125399 | ✓ |
| ALPHABET INC CL A | 0.080193 |  |
| APPLE INC | 0.053659 |  |
| AMAZON.COM INC | 0.051446 | ✓ |
| FIXED INC CLEARING CORP.REPO | 0.038432 |  |
| BROADCOM INC | 0.035802 |  |
| COMFORT SYSTEMS USA INC | 0.032702 | ✓ |
| LILLY ELI and CO | 0.031424 |  |
| GENERAL ELECTRIC CO | 0.022601 | ✓ |
| META PLATFORMS INC CL A | 0.022531 |  |
| LAM RESEARCH CORP | 0.021018 |  |
| GE VERNOVA LLC | 0.020952 | ✓ |
| NATERA INC | 0.020275 | ✓ |
| ARISTA NETWORKS INC | 0.018424 |  |
| PALANTIR TECHNOLOGIES INC | 0.017460 |  |
| CLOUDFLARE INC-A | 0.017342 | ✓ |
| MONOLITHIC POWER SYS INC | 0.016274 | ✓ |
| GILEAD SCIENCES INC | 0.014421 |  |
| HOWMET AEROSPACE INC | 0.013525 | ✓ |
| ANALOG DEVICES INC | 0.013410 |  |
| INTERACTIVE BROKERS GROUP INC | 0.012831 |  |
| ARGENX SE SPONSORED ADR | 0.012703 |  |
| CARPENTER TECHNOLOGY CORP | 0.012174 |  |
| MICROSOFT CORP | 0.011934 |  |
| SHOPIFY INC CL A | 0.011308 | ✓ |
| EMCOR GROUP INC | 0.011273 |  |
| MICRON TECHNOLOGY INC | 0.010471 | ✓ |
| LUMENTUM HOLDINGS INC | 0.010397 | ✓ |
| BLOOM ENERGY CORP CL A | 0.010348 |  |
| CORNING INC | 0.010234 |  |
| APPLOVIN CORP | 0.010083 |  |
| REVOLUTION MEDICINES INC | 0.010041 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009491 | ✓ |
| VERTIV HOLDINGS CO | 0.009472 | ✓ |
| GUARDANT HEALTH INC | 0.009227 | ✓ |
| COSTCO WHOLESALE CORP | 0.009100 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.009070 |  |
| CARVANA CO CL A | 0.008729 |  |
| AMPHENOL CORPORATION CL A | 0.008556 |  |
| KLA CORP | 0.007721 | ✓ |
| ADV MICRO DEVICE | 0.007535 | ✓ |
| Abivax SA SPONSORED ADS | 0.007275 |  |
| NEXTRACKER INC CL A | 0.007186 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.007008 |  |
| L3HARRIS TECHNOLOGIES INC | 0.006812 |  |
| KARMAN HOLDINGS INC | 0.006482 | ✓ |
| TE CONNECTIVITY PLC | 0.006387 |  |
| CROWDSTRIKE HOLDINGS INC | 0.006236 | ✓ |
| CIRCLE INTERNET GROUP INC A | 0.006177 |  |
| LATTICE SEMICONDUCTOR CORP | 0.006093 |  |


## Sources

- N-PORT (fund A) — accession `0000745968-26-000100` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/745968/000074596826000100/0000745968-26-000100-index.htm>
- N-PORT (fund B) — accession `0001410368-26-068165` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/898031/000141036826068165/0001410368-26-068165-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_