Columbia Seligman Global Technology Fund
Columbia Funds Series Trust II · 7 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
Columbia Seligman Global Technology Fund is an actively managed U.S. equity fund. 39% of SHGTX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 92% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Features
- Non-diversified
Fund profile
As filed in the prospectus · 2026 Q1
Columbia Seligman Global Technology Fund (the Fund) seeks to provide shareholders with long-term capital appreciation.
The fund invests at least 80% of assets in equity securities of technology and technology-related companies worldwide, with at least 40% normally in companies with principal business outside the U.S. (reducible to 30% in unfavorable market conditions). The fund is non-diversified and may concentrate a greater percentage of its assets in fewer issuers than a diversified fund. Because the fund's returns depend on the selection of individual securities rather than tracking a benchmark, performance will diverge based on which companies the manager chooses to hold.
| Share class | Gross | Net |
|---|---|---|
| SHGTX | 1.28% | 1.25% |
| SHTCX | 2.03% | 2.00% |
| SGTRX | 1.53% | 1.50% |
| SGTTX | 0.98% | 0.95% |
| CSGZX | 1.03% | 1.00% |
| CGTYX | 0.93% | 0.90% |
| CSGAX | 1.03% | 1.00% |
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Portfolio turnover 25.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 98.61% |
| Cash & short-term | 2.31% |
| Derivatives | -0.91% |
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.
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 61.9% |
| Industrials | 14.3% |
| Communication Services | 9.2% |
| International | 5.6% |
| 4 smaller | 8.9% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +110.44% | +198.65% | +176.51% | 30.93% | -16.22% | |
| +108.87% | +191.88% | +166.23% | 30.90% | -16.39% | |
| +109.92% | +196.43% | +173.05% | 30.91% | -16.26% | |
| +111.02% | +201.36% | +180.65% | 30.93% | -16.15% | |
| +110.94% | +200.81% | +179.82% | 30.93% | -16.16% | |
| — | — | — | — | — | |
| +111.14% | +201.72% | +181.31% | 30.92% | -16.13% | |
| +110.92% | — | — | 30.93% | — |
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| BE | Bloom Energy CorpBE | 13.57% | $283.36 | $567.53M | 2.0M |
| LRCX | Lam Research CorpLRCX | 6.80% | $257.86 | $284.28M | 1.1M |
| MRVL | Marvell Technology IncMRVL | 5.48% | $165.15 | $229.14M | 1.4M |
| AVGO | Broadcom IncAVGO | 4.78% | $417.43 | $199.82M | 478.7K |
| NVDA | NVIDIA CorpNVDA | 4.73% | $199.57 | $197.69M | 990.6K |
| GOOGL | Alphabet IncGOOGL | 4.31% | $384.80 | $180.16M | 468.2K |
| WDC | Western Digital CorpWDC | 3.95% | $434.52 | $164.98M | 379.7K |
| AMAT | Applied Materials IncAMAT | 3.55% | $394.49 | $148.29M | 375.9K |
| AAPL | Apple IncAAPL | 2.82% | $271.35 | $117.91M | 434.5K |
| MSFT | Microsoft CorpMSFT | 2.80% | $407.78 | $117.06M | 287.1K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
Top 10 positions are 52.78% of net assets, top 25 76.83%, across 69 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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