# Portfolio overlap — THGIX vs PIGDX

Comparing **Thornburg International Growth Fund** (2026-03-31) and **Federated Hermes International Growth Fund** (2026-02-28).

- Shared positions: 11
- Thornburg International Growth Fund covered by Federated Hermes International Growth Fund: 0.2691275606267766534530197565
- Federated Hermes International Growth Fund covered by Thornburg International Growth Fund: 0.2691275606267766534530197565

## Thornburg International Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TSMC | 0.119881 | ✓ |
| TENCENT HOLDINGS LTD | 0.070655 | ✓ |
| ASTRAZENECA PLC | 0.045468 | ✓ |
| ASML Holding NV | 0.044353 |  |
| MASTERCARD INC CL A | 0.041897 |  |
| HOYA CORP | 0.040020 | ✓ |
| Thornburg Capital Management Fund | 0.038414 |  |
| FERRARI NV | 0.029895 |  |
| LONZA GROUP -REG | 0.029664 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.026451 |  |
| ADV MICRO DEVICE | 0.023937 |  |
| ASM INTL NV | 0.023043 |  |
| BE SEMICONDUCTOR | 0.022158 |  |
| MERCADOLIBRE INC | 0.021647 | ✓ |
| SHOPIFY INC CL A | 0.021556 | ✓ |
| L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude | 0.021058 |  |
| DIPLOMA PLC COMMON STOCK | 0.020212 |  |
| SEA LTD ADR | 0.019915 |  |
| ARISTA NETWORKS INC | 0.017598 |  |
| DEUTSCHE BOERSE | 0.017278 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.017159 | ✓ |
| SCHNEIDER ELECTR | 0.016084 | ✓ |
| BNP PARIBAS | 0.015353 |  |
| E.ON SE | 0.015122 |  |
| JAPAN EXCHANGE G | 0.014996 |  |
| MTU AERO ENGINES | 0.014863 |  |
| VEND MARKE CL-B | 0.014625 |  |
| ALCON INC | 0.014172 |  |
| NOMURA RESEARCH | 0.013714 |  |
| SMG Swiss Marketplace Group Holding AG | 0.013452 |  |
| AERCAP HOLDINGS NV | 0.013253 |  |
| ICICI BANK LTD | 0.012970 |  |
| THALES SA | 0.012451 |  |
| BRUNELLO CUCINEL | 0.011792 |  |
| B3 SA | 0.011459 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.010266 | ✓ |
| CELLEBRITE DI LTD | 0.010023 |  |
| NITTO BOSEKI CO | 0.009727 |  |
| PB FINTECH LTD | 0.009422 | ✓ |
| LOTTOMATICA GROU | 0.009255 |  |
| MONEY FORWARD IN | 0.009070 |  |
| FAIRFAX INDI-SVS | 0.007659 |  |
| KANZHUN LTD CL A ADR | 0.006503 |  |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.005130 | ✓ |
| WISE PLC - A | 0.005086 |  |
| ZHONGJI INNOLI-A | 0.004893 |  |
| GLOBANT SA | 0.004614 |  |
| BIOARCTIC AB | 0.001789 |  |

## Federated Hermes International Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TSMC | 0.098016 | ✓ |
| ASTRAZENECA PLC | 0.045914 | ✓ |
| ASML HOLDING-NY | 0.036888 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.031922 | ✓ |
| GOLD FIELDS LTD | 0.028565 |  |
| TENCENT HOLDINGS LTD | 0.026995 | ✓ |
| MERCADOLIBRE INC | 0.026269 | ✓ |
| RESONA HOLDINGS | 0.024530 |  |
| ARGENX SE SPONSORED ADR | 0.023765 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.023619 | ✓ |
| CAMECO CORP | 0.021637 |  |
| HITACHI LTD | 0.020342 |  |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 0.019008 |  |
| ASPEED TECH | 0.018439 |  |
| KONGSBERG GRUPP | 0.018185 |  |
| UCB SA | 0.017213 |  |
| NORTHERN STAR RE | 0.016957 |  |
| HOYA CORP | 0.016016 | ✓ |
| CAIXABANK SA | 0.015815 |  |
| SAP SE | 0.015718 |  |
| SWEDISH ORPHAN B | 0.015321 |  |
| Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS | 0.015129 |  |
| SPOTIFY TECHNOLOGY SA | 0.014516 |  |
| TOKYO ELECTRON | 0.013997 |  |
| TECHNIPFMC PLC | 0.013920 |  |
| INFINEON TECH | 0.013700 |  |
| RHEINMETALL AG | 0.013410 |  |
| Compass Group PLC | 0.013108 |  |
| INDITEX SA | 0.013007 |  |
| KEYENCE CORP | 0.012709 |  |
| ZIJIN MINING-H | 0.012043 |  |
| 3I GROUP PLC | 0.011486 |  |
| GAZTRANSPORT | 0.011337 |  |
| SHOPIFY INC CL A | 0.010716 | ✓ |
| ANTOFAGASTA PLC | 0.010619 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.010498 |  |
| HANWHA AEROSPACE | 0.009725 |  |
| PB FINTECH LTD | 0.009692 | ✓ |
| DBS GROUP HLDGS | 0.009680 |  |
| SCHNEIDER ELECTR | 0.008900 | ✓ |
| Nintendo Company Ltd. ADR | 0.008834 |  |
| AJINOMOTO CO INC | 0.008832 |  |
| MEDIATEK | 0.008718 |  |
| PRYSMIAN SPA | 0.008587 |  |
| SAMSUNG ELECTRO | 0.008485 |  |
| CAPITEC BANK HOLDINGS LTD COMMON STOCK | 0.007922 |  |
| KUAISHOU-W | 0.007869 |  |
| MILDEF GROUP AB | 0.007713 |  |
| RATIONAL Aktiengesellschaft | 0.007544 |  |
| ASELSAN | 0.007344 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-051179` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/816153/000141036826051179/0001410368-26-051179-index.htm>
- N-PORT (fund B) — accession `0001707560-26-000062` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1707560/000170756026000062/0001707560-26-000062-index.htm>

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