Columbia Seligman Technology and Information Fund

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

Equity fund · 94% stocks
One fund, 7 share classes:SLMCXSCICXSCIRXSCMIXCCIZXCCOYXCCIFX
$28.18B NAV
80 positions · as of 2026-05-31 · filed 2026-07-29
data updated 2026-09-08

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 Q2

99.97%
of net assets
Stocks94.12%
Cash & short-term6.34%
Bonds0.02%
Derivatives-0.52%

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

2026Q2 vs 2026Q1: 21 new12 exited

Largest new: TRMB, NOW, APH, TEAM, CVLT, NYSE American Options., U, Rigaku Holdings Corp

Largest exited: META, Renesas Electronics Corp, DELL, Check Point Software Technologies Ltd, Nyse American Options. ×2, CONTRA CYBERARK SOFTWA, NIQ Global Intelligence Plc

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+116.98%+206.75%+182.87%30.94%-16.60%
+115.40%+199.88%+172.47%30.92%-16.78%
+116.41%+204.37%+179.31%30.92%-16.64%
+117.53%+209.27%+186.96%30.94%-16.54%
+117.58%+209.09%+186.49%30.93%-16.56%
+117.68%+209.60%+187.39%30.93%-16.54%
+117.48%30.95%
Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-31

Avg coupon
8.00%
Avg maturity
1.30 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 CorpBE10.24%$2.89B
Lam Research CorpLRCX7.51%$2.12B
COLUMBIA SHORT TERM CASH FUND6.34%$1.79B
Marvell Technology IncMRVL6.19%$1.74B
Broadcom IncAVGO4.66%$1.31B
NVIDIA CorpNVDA4.35%$1.23B
Western Digital CorpWDC4.15%$1.17B
Applied Materials IncAMAT3.86%$1.09B
Alphabet IncGOOGL3.82%$1.08B
Apple IncAAPL2.90%$818.07M
Showing 10 of 80Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 54.03% of net assets, top 25 79.59%, across 72 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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