FundWatcher
KAUFX
Federated Hermes Kaufmann Fund
Federated Hermes Equity Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
JFROG LTD 0 657,500 657,500 0.65% $30.53M
MEDLINE INC-A 0 656,800 656,800 0.63% $29.21M
LUMENTUM HOLDINGS INC 0 27,500 27,500 0.53% $24.81M
TARGA RESOURCES CORP 0 93,700 93,700 0.52% $24.37M
SEAGATE TECHNOLOGY HOLDINGS PLC 0 35,600 35,600 0.51% $23.98M
FABRINET 0 30,600 30,600 0.45% $20.91M
CELESTICA INC SUB VTG 0 50,000 50,000 0.44% $20.48M
MINERVA NEUROSCIENCE PIPE00338 0 7,623 7,623 0.39% $18.05M
REZOLUTE 0 4,911,101 4,911,101 0.34% $15.72M
ADVANTEST CORP 0 77,427 77,427 0.31% $14.50M
XPO LOGISTICS INC 0 63,600 63,600 0.30% $14.00M
SANDISK CORPORATION 0 12,000 12,000 0.28% $13.16M
APOGEE THERAPEUTICS INC 0 143,485 143,485 0.25% $11.89M
AGOMAB THERAPEUTICS SA ADR 0 981,184 981,184 0.23% $10.65M
WESTLAKE CORP 0 91,500 91,500 0.23% $10.55M
QXO Inc 0 808 808 0.16% $7.66M
CBRE GROUP INC - CL A 0 50,000 50,000 0.15% $7.14M
CELLDEX THERAPEUTICS INC 0 172,713 172,713 0.12% $5.68M
SCYNEXIS INC WARRANT EXP 01/01/2099 0 1,706,000 1,706,000 0.03% $1.59M
REZOLUTE INC WARRANT STRIKE PRICE 0.39 0 200,970 200,970 0.01% $295.89K
SCYNEXIS INC WARRANTS 0 167,251 167,251 0.00% $30.87K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
BOSTON SCIENTIFIC CORP 739,000 0 -739,000 0.00% -$69.12M
MICROSOFT CORP 110,800 0 -110,800 0.00% -$47.68M
BLUE OWL CAPITAL PIPE DEAL 2,800,000 0 -2,800,000 0.00% -$38.19M
ELASTIC NV 548,200 0 -548,200 0.00% -$36.14M
META PLATFORMS INC CL A 34,128 0 -34,128 0.00% -$24.45M
DR HORTON INC 150,200 0 -150,200 0.00% -$22.36M
EAGLE MATERIALS INC 76,300 0 -76,300 0.00% -$15.55M
CYBER-ARK SOFTWARE LTD 29,231 0 -29,231 0.00% -$12.59M
COMMVAULT SYSTEMS INC 136,300 0 -136,300 0.00% -$11.68M
REZOLUTE 2,154,000 0 -2,154,000 0.00% -$7.19M
MINERVA NEUROSCIENCE PIPE00320 5,082 0 -5,082 0.00% -$6.21M
PALANTIR TECHNOLOGIES INC 40,000 0 -40,000 0.00% -$5.86M
REZOLUTE INC 1,690,301 0 -1,690,301 0.00% -$5.65M
MINERVA NEUROSCIENCE PIPE00338 2,541 0 -2,541 0.00% -$3.83M
REZOLUTE, INC 1,066,800 0 -1,066,800 0.00% -$3.56M
SCYNEXIS INC WARRANT EXP 01/01/2099 1,706,000 0 -1,706,000 0.00% -$1.21M
REZOLUTE INC WARRANT STRIKE PRICE 0.39 200,970 0 -200,970 0.00% -$353.63K
SCYNEXIS INC WARRANTS 167,251 0 -167,251 0.00% -$19.72K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class 65,346,357 138,769,399 73,423,042 2.97% $73.42M
MICRON TECHNOLOGY INC 144,700 155,000 10,300 1.72% $20.13M
SPOTIFY TECHNOLOGY SA 105,000 118,000 13,000 1.13% $156.15K
MARTIN MAR MTLS 70,800 81,200 10,400 1.08% $4.11M
VERTIV HOLDINGS CO 109,000 126,000 17,000 0.89% $21.10M
PALVELLA THERAPEUTICS INC 232,956 276,556 43,600 0.76% $17.62M
HOWMET AEROSPACE INC 123,400 140,500 17,100 0.73% $8.47M
FORTE BIOSCIENCES INC 1,040,900 1,251,500 210,600 0.72% $2.90M
XENON PHARMACEUTICALS INC 340,000 522,500 182,500 0.63% $15.34M
PARKER HANNIFIN CORP 21,000 30,250 9,250 0.59% $7.86M
ZENAS BIOPHARMA INC 1,207,300 1,330,000 122,700 0.55% $3.52M
RBC BEARINGS INC 34,800 38,500 3,700 0.49% $5.68M
EQUIPMENTSHARE-A 785,030 1,006,500 221,470 0.45% -$3.28M
CHIME FINANCIAL INC 750,000 875,000 125,000 0.41% $62.50K
KRATOS DEFENSE and SEC SOLTN INC 147,000 272,400 125,400 0.37% $2.03M
VAXCYTE INC 275,000 298,800 23,800 0.37% $2.37M
SHARKNINJA INC 118,200 141,000 22,800 0.35% $2.32M
KARMAN HOLDINGS INC 113,500 196,200 82,700 0.29% $1.56M
UPSTREAM BIO INC 326,850 429,544 102,694 0.08% -$6.22M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ARGENX SE 179,900 173,045 -6,855 2.90% -$15.78M
AMAZON.COM INC 360,000 340,000 -20,000 1.93% $3.97M
WESTINGHOUSE AIR BRAKE TECH CORP 315,000 305,900 -9,100 1.77% $10.07M
AGNICO EAGLE MINES LTD 500,000 400,000 -100,000 1.61% -$19.97M
NVIDIA CORP 400,000 325,000 -75,000 1.39% -$11.59M
SHOPIFY INC CL A 552,000 473,700 -78,300 1.23% -$15.06M
HEICO CORP 277,171 186,800 -90,371 1.08% -$41.30M
RHYTHM PHARMACEUTICALS INC 586,200 560,500 -25,700 0.98% -$14.49M
INTUITIVE SURGICAL INC 114,200 86,700 -27,500 0.85% -$17.91M
MOTOROLA SOLUTIONS INC 80,000 75,000 -5,000 0.71% $724.05K
MONGODB INC CL A 138,400 127,000 -11,400 0.68% -$19.54M
WINGSTOP INC 187,200 173,400 -13,800 0.61% -$21.24M
AXON ENTERPRISE INC 80,000 65,000 -15,000 0.56% -$12.57M
IDEAYA BIOSCIENCES 2,014,523 878,705 -1,135,818 0.55% -$39.28M
DOORDASH INC-A 185,000 150,000 -35,000 0.54% -$12.56M
KLAVIYO INC-A 1,506,600 1,250,000 -256,600 0.54% -$8.35M
SERVICENOW INC 375,000 275,000 -100,000 0.52% -$19.59M
KYMERA THERAPEUTICS INC 434,095 294,095 -140,000 0.51% -$7.71M
INSULET CORP 174,100 117,400 -56,700 0.43% -$24.33M
HAMILTON LANE INC - A 430,000 200,000 -230,000 0.39% -$42.34M
BIRKENSTOCK HOLDING LTD 586,000 471,800 -114,200 0.39% -$3.85M
SHERWIN WILLIAMS CO 125,150 42,800 -82,350 0.30% -$30.62M
VISTRA CORP 131,000 86,600 -44,400 0.29% -$7.07M
TEXAS ROADHOUSE INC 99,300 82,800 -16,500 0.29% -$4.53M
APOLLO GLOBAL MANAGEMENT INC 360,000 100,000 -260,000 0.28% -$35.56M
PLANET FITNESS INC CL A 200,000 150,000 -50,000 0.21% -$8.21M
BETA TECHNOLOGIES INC 632,826 472,026 -160,800 0.16% -$6.09M
DRAFTKINGS INC 500,000 300,000 -200,000 0.15% -$6.76M
Sportradar Holding AG 1,000,000 475,000 -525,000 0.13% -$11.91M
WAVE LIFE SCIENCES LTD 2,812,826 421,336 -2,391,490 0.06% -$33.42M
MINERVA NEUROSCIENCES INC 650,000 225,722 -424,278 0.03% -$1.18M
VERTEX INC - CLASS A 50,000 10,000 -40,000 0.00% -$803.80K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
QUANTA SVCS INC 379,500 379,500 0 5.92% $96.07M
GE VERNOVA LLC 173,400 173,400 0 4.03% $61.92M
COMFORT SYSTEMS USA INC 81,000 81,000 0 3.20% $56.55M
GENERAL ELECTRIC CO 381,500 381,500 0 2.37% -$6.43M
TAIWAN SEMIC MFG CO LTD SP ADR 223,000 223,000 0 1.89% $14.61M
KLA CORP 46,000 46,000 0 1.73% $14.83M
GUARDANT HEALTH INC 916,481 916,481 0 1.71% -$24.71M
VIKING HOLDINGS LTD 886,300 886,300 0 1.56% $8.65M
NATERA INC 335,000 335,000 0 1.48% -$8.37M
PHILIP MORRIS INTL INC 400,000 400,000 0 1.42% -$5.75M
ADV MICRO DEVICE 182,300 182,300 0 1.39% $21.47M
TRANE TECHNOLOGIES PLC 129,000 129,000 0 1.36% $9.28M
CROWDSTRIKE HOLDINGS INC 127,500 127,500 0 1.22% $553.99K
COSTCO WHOLESALE CORP 53,200 53,200 0 1.16% $3.95M
LOAR HOLDINGS INC 885,800 885,800 0 1.07% -$11.04M
CENTESSA PHARMACEUTICALS LTD ADR 1,236,100 1,236,100 0 1.04% $18.36M
NEXTERA ENERGY INC 475,000 475,000 0 1.00% $4.74M
S&P GLOBAL INC 100,000 100,000 0 0.92% -$9.66M
BLACKROCK INC 40,000 40,000 0 0.91% -$2.13M
DATADOG INC CL A 313,600 313,600 0 0.89% $900.03K
TJX COS INC 264,200 264,200 0 0.89% $1.83M
RUBRIK INC-A 715,000 715,000 0 0.82% -$1.98M
UL SOLUTIONS INC CL A 418,290 418,290 0 0.81% $8.47M
UBER TECHNOLOGIES INC 500,000 500,000 0 0.80% -$2.72M
EYEPOINT PHARMACEUTICALS INC 2,771,487 2,771,487 0 0.78% -$886.88K
APPLIED INDU TEC 117,000 117,000 0 0.77% $5.30M
STRYKER CORP 110,700 110,700 0 0.75% -$6.03M
QXO 1,700,000 1,700,000 0 0.73% -$3.59M
COSTAR GROUP INC 975,395 975,395 0 0.72% -$26.23M
CASEY'S GENERAL 39,000 39,000 0 0.69% $8.41M
SNOWFLAKE INC CL A 213,000 213,000 0 0.62% -$11.98M
AMERICAN ELECTRIC POWER CO INC 200,000 200,000 0 0.59% $3.47M
MERCADOLIBRE INC 15,000 15,000 0 0.58% -$5.33M
ASTERA LABS INC 135,000 135,000 0 0.56% $5.96M
VICI PROPERTIES 900,000 900,000 0 0.56% $1.01M
DUKE ENERGY CORP NEW 200,000 200,000 0 0.56% $1.64M
CYTOKINETICS INC 400,000 400,000 0 0.55% $312.00K
UCB SA 89,545 89,545 0 0.52% -$2.94M
REZOLUTE INC 7,484,000 7,484,000 0 0.51% -$1.05M
MSCI INC 40,000 40,000 0 0.51% -$712.40K
RYMAN HOSPITALITY PPTYS INC 200,000 200,000 0 0.45% $2.08M
MONCLER SPA 327,400 327,400 0 0.42% $712.86K
SCHOLAR ROCK HOLDING CORP 405,900 405,900 0 0.41% $921.39K
Regulus Therapeutics, Inc., CVR 16,264,400 16,264,400 0 0.40% $0
ON HOLDING AG 513,000 513,000 0 0.39% -$4.95M
ARCTURUS THERAPEUTICS HOLDINGS INC 2,072,500 2,072,500 0 0.38% $2.38M
JPMORGAN CHASE and CO 56,800 56,800 0 0.38% $416.91K
VEEVA SYSTEMS-A 105,000 105,000 0 0.35% -$5.03M
TYLER TECHNOLOGIES INC 47,500 47,500 0 0.35% -$1.34M
MINERVA NEUROSCIENCES, INC 2,403,786 2,403,786 0 0.33% $5.79M
Q2 HOLDINGS INC 300,000 300,000 0 0.33% -$3.15M
GAMING AND LEISURE PROPRTI INC 300,000 300,000 0 0.31% $1.11M
TOAST INC-A 500,000 500,000 0 0.31% -$1.30M
GENMAB A/S -SP ADR DEPOSITARY RECEIPT 520,700 520,700 0 0.30% -$3.18M
YUM! BRANDS INC 77,200 77,200 0 0.26% $320.38K
FED HERMES KAUFMANN SM CAP CEQUR SA 2,118,042 2,118,042 0 0.24% -$118.93K
FLOOR & DECOR-A 180,000 180,000 0 0.19% -$3.16M
MAPLEBEAR INC 200,000 200,000 0 0.18% $1.04M
HILTON WORLDWIDE HOLDINGS INC 25,000 25,000 0 0.17% $639.00K
MONOLITHIC POWER SYS INC 4,800 4,800 0 0.17% $2.35M
ZENAS BIOPHARMA, INC 314,060 314,060 0 0.13% $298.36K
SAIL BIOMEDICINES,INC. 164,133 164,133 0 0.11% $0
CLOUDFLARE INC-A 25,000 25,000 0 0.11% $690.50K
ATYR PHARMA INC 5,585,000 5,585,000 0 0.10% -$421.11K
CONTRA ALBIREO PHARMA 2,000,000 2,000,000 0 0.09% $0
NEWAMSTERDAM PHARMA COMPANY NV 140,000 140,000 0 0.09% -$358.40K
ZENAS BIOPHARMA INC PIPE 178,507 178,507 0 0.07% $169.58K
Fusion Pharmaceuticals, Inc., CVR 5,480,011 5,480,011 0 0.06% $0
QXO INC 138,500 138,500 0 0.06% -$292.24K
MINERVA NEUROSCIENCES INC 183,000 183,000 0 0.03% $441.03K
CONTRA AKOUOS INC + COMMON STOCK 1,942,492 1,942,492 0 0.02% $0
IMPINJ INC 5,000 5,000 0 0.02% $34.10K
MINERVA NEUROSCIENCES INC PIPE 75,000 75,000 0 0.01% $180.75K
LATIN HEALTHCARE FD PRIVATE PLACE SEALED ENVELOPE 1 1 0 0.00% $0
EXPAND NETWORKS LTD 1,059,322 1,059,322 0 0.00% $0
SOTEIRA INC COM 959,018 959,018 0 0.00% $0
MULTIPLEX INC SERIES C CV PRE PRIVATE PLACEMENT 679,348 679,348 0 0.00% $0
SENSABLE TECHNOLOGIES INC RESTRICTED SHARES 3,751 3,751 0 0.00% $0

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