# Portfolio overlap — PRJCX vs KLCAX

Comparing **PGIM Jennison Global Opportunities Fund** (2026-01-30) and **Federated Hermes Kaufmann Large Cap Fund** (2026-04-30).

- Shared positions: 16
- PGIM Jennison Global Opportunities Fund covered by Federated Hermes Kaufmann Large Cap Fund: 0.4410351561611900422865100233
- Federated Hermes Kaufmann Large Cap Fund covered by PGIM Jennison Global Opportunities Fund: 0.4410351561611900422865100232

## PGIM Jennison Global Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.100093 | ✓ |
| NVIDIA CORP | 0.088944 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.059282 | ✓ |
| AMAZON.COM INC | 0.050935 | ✓ |
| GALDERMA GROUP A | 0.041131 |  |
| SHOPIFY INC CL A | 0.039356 | ✓ |
| GE VERNOVA LLC | 0.032363 | ✓ |
| ADV MICRO DEVICE | 0.030804 | ✓ |
| APPLE INC | 0.030545 | ✓ |
| META PLATFORMS INC CL A | 0.029474 | ✓ |
| LAM RESEARCH CORP | 0.029155 |  |
| ASML Holding NV | 0.027924 |  |
| Hermes International SCA | 0.027069 |  |
| INDITEX SA | 0.026674 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.026380 |  |
| CROWDSTRIKE HOLDINGS INC | 0.024334 | ✓ |
| MICROSOFT CORP | 0.022582 | ✓ |
| SNOWFLAKE INC CL A | 0.022289 | ✓ |
| ROBINHOOD MARKETS INC | 0.021694 |  |
| UCB SA | 0.021045 | ✓ |
| L'OREAL SA ORD | 0.021023 |  |
| CIE FINANCI-REG | 0.020237 |  |
| BLOOM ENERGY CORP CL A | 0.019569 |  |
| CARVANA CO CL A | 0.017823 |  |
| COSTCO WHOLESALE CORP | 0.017669 | ✓ |
| CLOUDFLARE INC-A | 0.017238 |  |
| ORACLE CORP | 0.016781 | ✓ |
| MONCLER SPA | 0.014522 |  |
| NINTENDO CO LTD | 0.013704 |  |
| INTUITIVE SURGICAL INC | 0.013533 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.013233 |  |
| APPLOVIN CORP | 0.010690 |  |
| PGIM Institutional Money Market Fund - D | 0.009638 |  |
| MERCADOLIBRE INC | 0.008831 |  |
| CADENCE DESIGN SYSTEMS INC | 0.008049 |  |
| SEA LTD ADR | 0.007784 |  |
| SIEMENS ENERGY AG | 0.007215 |  |
| FERRARI NV | 0.005383 |  |
| TOAST INC-A | 0.003556 |  |
| (PIPA070) PGIM Core Government Money Market Fund | 0.001449 |  |

## Federated Hermes Kaufmann Large Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.112546 | ✓ |
| ALPHABET INC CL A | 0.074942 | ✓ |
| AMAZON.COM INC | 0.063525 | ✓ |
| QUANTA SVCS INC | 0.057226 |  |
| MICROSOFT CORP | 0.053057 | ✓ |
| BROADCOM INC | 0.052308 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.044858 | ✓ |
| MICRON TECHNOLOGY INC | 0.043353 |  |
| APPLE INC | 0.041333 | ✓ |
| GENERAL ELECTRIC CO | 0.031432 |  |
| ARGENX SE SPONSORED ADR | 0.030347 |  |
| TJX COS INC | 0.028041 |  |
| COSTCO WHOLESALE CORP | 0.025980 | ✓ |
| VISA INC-CLASS A | 0.018991 |  |
| GE VERNOVA LLC | 0.018822 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.017966 |  |
| SHOPIFY INC CL A | 0.017907 | ✓ |
| ASTRAZENECA PLC | 0.017379 |  |
| META PLATFORMS INC CL A | 0.016952 | ✓ |
| ADV MICRO DEVICE | 0.016871 | ✓ |
| S&P GLOBAL INC | 0.014802 |  |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 0.014510 |  |
| PARKER HANNIFIN CORP | 0.014465 |  |
| BLACKROCK INC | 0.013162 |  |
| NETFLIX INC | 0.012541 |  |
| KLA CORP | 0.011638 |  |
| NEXTERA ENERGY INC | 0.011346 |  |
| SPOTIFY TECHNOLOGY SA | 0.011280 |  |
| CROWDSTRIKE HOLDINGS INC | 0.010085 | ✓ |
| UCB SA | 0.009474 | ✓ |
| DATADOG INC CL A | 0.009464 |  |
| TESLA INC | 0.008689 |  |
| INTUITIVE SURGICAL INC | 0.008451 | ✓ |
| SNOWFLAKE INC CL A | 0.008447 | ✓ |
| UBER TECHNOLOGIES INC | 0.008409 |  |
| HOME DEPOT INC | 0.007985 |  |
| STRYKER CORP | 0.007057 |  |
| JPMORGAN CHASE and CO | 0.006885 |  |
| MEDLINE INC-A | 0.006484 |  |
| WALMART INC | 0.006396 |  |
| ECOLAB INC | 0.005744 |  |
| SERVICENOW INC | 0.005301 |  |
| ORACLE CORP | 0.003550 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-012503` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/741350/000094040026012503/0000940400-26-012503-index.htm>
- N-PORT (fund B) — accession `0000745968-26-000101` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/745968/000074596826000101/0000745968-26-000101-index.htm>

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