Columbia Seligman Technology and Information Fund

Columbia Funds Series Trust II · Series S000031370 · 7 share classes

Equity fund · 95% stocks
One fund, 7 share classes:SLMCXSCICXSCIRXSCMIXCCIZXCCOYXCCIFX
$20.37B NAV
70 positions · as of 2026-02-28 · filed 2026-04-27
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q3

Columbia Seligman Technology and Information Fund (the Fund) seeks to provide shareholders with capital gain.

Strategy · summarised

The fund invests at least 80% of its net assets in securities of technology and information companies, including those in semiconductor, software, communications, internet services, and related sectors within consumer discretionary and healthcare that benefit from technological advances. The portfolio managers use bottom-up research to identify individual companies believed to offer significant prospects for future growth, with exposure to both large-cap and small-to-medium-cap stocks. The fund is non-diversified, allowing it to invest a greater percentage of assets in fewer issuers than a diversified fund, and may hold up to 25% in foreign investments.

Expenses
0.82% 1.91%across 7 share classes
Share classExpense ratio
SLMCX1.16%
SCICX1.91%
SCIRX1.41%
SCMIX0.87%
CCIZX0.91%
CCOYX0.82%
CCIFX0.91%

Portfolio turnover 33.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.96%
of net assets
Stocks95.09%
Cash & short-term5.02%
Bonds0.03%
Derivatives-0.18%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 15 new9 exited

Largest new: FFIV, DELL, AEP, CBOE Global Markets, Inc., COGNICHIP INC, SAMBANOVA SYSTEMS VC INVESTMENT, Nyse American Options., CONTRA CYBERARK SOFTWA

Largest exited: EA, SBAC, CyberArk Software Ltd, NAVN, NYSE American Options ×4

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Mar 2023 – Feb 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-02-28

Avg coupon
8.00%
Avg maturity
1.55 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

1-3y
1-3y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Bloom Energy CorpBE10.63%$2.17B
Lam Research CorpLRCX7.92%$1.61B
COLUMBIA SHORT TERM CASH FUND5.02%$1.02B
Applied Materials IncAMAT4.84%$985.72M
Western Digital CorpWDC4.71%$959.47M
NVIDIA CorpNVDA4.70%$958.03M
Broadcom IncAVGO4.47%$909.67M
Alphabet IncGOOGL4.33%$882.57M
Marvell Technology IncMRVL4.09%$832.83M
Microsoft CorpMSFT3.03%$616.46M
Showing 10 of 70Sign in to see more

Top 10 positions are 53.74% of net assets, top 25 79.65%, across 62 issuers.

See more of this fund's book

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