# Portfolio overlap — CSGAX vs MTCAX

Comparing **Columbia Seligman Global Technology Fund** (2026-01-31) and **MFS Technology Fund** (2026-02-28).

- Shared positions: 14
- Columbia Seligman Global Technology Fund covered by MFS Technology Fund: 0.3498951902276013956769444354
- MFS Technology Fund covered by Columbia Seligman Global Technology Fund: 0.3498951902276013956769444355

## Columbia Seligman Global Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.123601 |  |
| LAM RESEARCH CORP | 0.080915 | ✓ |
| NVIDIA CORP | 0.054802 | ✓ |
| ALPHABET INC CL A | 0.048094 | ✓ |
| WESTERN DIGITAL CORP | 0.047972 |  |
| BROADCOM INC | 0.043103 | ✓ |
| APPLIED MATERIALS INC | 0.037383 | ✓ |
| MICROSOFT CORP | 0.034952 | ✓ |
| APPLE INC | 0.031096 | ✓ |
| MARVELL TECHNOLOGY INC | 0.030619 |  |
| TERADYNE INC | 0.021773 | ✓ |
| ALPHABET INC CL C | 0.020048 |  |
| VISA INC-CLASS A | 0.018225 |  |
| SYNAPTICS INC | 0.016050 |  |
| ARISTA NETWORKS INC | 0.015764 | ✓ |
| NETAPP INC | 0.014939 |  |
| CISCO SYSTEMS INC | 0.014936 | ✓ |
| META PLATFORMS INC CL A | 0.014918 | ✓ |
| GEN DIGITAL INC | 0.014252 |  |
| SEMTECH CORP | 0.013814 |  |
| RENESAS ELECTRON | 0.013806 |  |
| NXP SEMICONDUCTORS NV | 0.013646 |  |
| ORACLE CORP | 0.013428 | ✓ |
| HEWLETT PACKARD ENTERPRISE CO | 0.013412 |  |
| GLOBAL PAYMENTS INC | 0.013276 |  |
| SALESFORCE INC | 0.013093 |  |
| AMAZON.COM INC | 0.011872 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.011228 |  |
| ADV ENERGY INDS | 0.010841 |  |
| MATCH GROUP INC | 0.010662 |  |
| LYFT INC-A | 0.009673 |  |
| ON SEMICONDUCTOR CORP | 0.009532 |  |
| QUALCOMM INC | 0.009186 |  |
| WIX.COM LTD | 0.008948 |  |
| PINTEREST INC CL A | 0.008836 |  |
| SYNOPSYS INC | 0.008756 |  |
| GODADDY INC CL A | 0.008408 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.007846 |  |
| ADEIA INC | 0.007403 |  |
| EBAY INC | 0.006618 |  |
| BLOCK INC CL A | 0.006177 |  |
| F5 INC | 0.006078 |  |
| PALO ALTO NETWORKS INC | 0.005812 |  |
| AIRBNB INC CLASS A | 0.005559 |  |
| DROPBOX INC CL A | 0.005323 |  |
| RINGCENTRAL INC CL A | 0.004928 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.004673 |  |
| RIGAKU HOLDINGS | 0.004616 |  |
| DOCUSIGN INC | 0.004525 |  |
| KULICKE and SOFFA INDUSTRIES INC | 0.004334 |  |

## MFS Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.100910 | ✓ |
| ALPHABET INC CL A | 0.098478 | ✓ |
| APPLE INC | 0.093551 | ✓ |
| BROADCOM INC | 0.077171 | ✓ |
| MICROSOFT CORP | 0.072480 | ✓ |
| META PLATFORMS INC CL A | 0.049584 | ✓ |
| SHOPIFY INC CL A | 0.040334 |  |
| ADV MICRO DEVICE | 0.032349 |  |
| LAM RESEARCH CORP | 0.032048 | ✓ |
| APPLIED MATERIALS INC | 0.027655 | ✓ |
| CISCO SYSTEMS INC | 0.025319 | ✓ |
| HITACHI LTD | 0.022517 |  |
| TSMC | 0.019886 |  |
| KLA CORP | 0.019122 |  |
| ORACLE CORP | 0.018720 | ✓ |
| INTL BUS MACH CORP | 0.018345 |  |
| ARISTA NETWORKS INC | 0.017975 | ✓ |
| ACCENTURE PLC CL A | 0.016446 |  |
| TERADYNE INC | 0.014116 | ✓ |
| COHERENT CORP | 0.013252 | ✓ |
| TEXAS INSTRUMENTS INC | 0.013028 |  |
| CADENCE DESIGN SYSTEMS INC | 0.012908 |  |
| INTUIT INC | 0.011816 | ✓ |
| CORNING INC | 0.010979 |  |
| CROWDSTRIKE HOLDINGS INC | 0.010813 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.010714 |  |
| PEGASYSTEMS INC | 0.010678 |  |
| CONSTELLATION SOFTWARE INC | 0.010480 |  |
| MONGODB INC CL A | 0.009324 |  |
| EPAM SYSTEMS INC | 0.008719 |  |
| GLOBAL WAFERS | 0.008550 |  |
| AMPHENOL CORPORATION CL A | 0.008526 |  |
| TYLER TECHNOLOGIES INC | 0.007363 |  |
| VERISK ANALYTICS INC | 0.007021 |  |
| JFROG LTD | 0.006506 |  |
| AUTODESK INC | 0.006260 |  |
| SNOWFLAKE INC CL A | 0.005270 |  |
| ANALOG DEVICES INC | 0.005081 |  |
| AON PLC | 0.004964 |  |
| SERVICETITAN INC-A | 0.004623 |  |
| HUBSPOT INC | 0.004573 |  |
| DATADOG INC CL A | 0.004431 |  |
| INTEL CORP | 0.003726 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.003296 |  |
| FIGMA INC-CL A | 0.000054 |  |
| NEW TAIWAN DOLLAR | 0.000039 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033321` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033321/0001410368-26-033321-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040067` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/798244/000141036826040067/0001410368-26-040067-index.htm>

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