# Portfolio overlap — CSGZX vs BLYAX

Comparing **Columbia Seligman Global Technology Fund** (2026-01-31) and **American Beacon Man Large Cap Growth Fund** (2026-03-31).

- Shared positions: 20
- Columbia Seligman Global Technology Fund covered by American Beacon Man Large Cap Growth Fund: 0.3816938976873504664443882311
- American Beacon Man Large Cap Growth Fund covered by Columbia Seligman Global Technology Fund: 0.3816938976873504664443882311

## 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 |  |

## American Beacon Man Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.086912 | ✓ |
| NVIDIA CORP | 0.063109 | ✓ |
| APPLE INC | 0.051229 | ✓ |
| MICROSOFT CORP | 0.044418 | ✓ |
| AMAZON.COM INC | 0.041791 | ✓ |
| MASTERCARD INC CL A | 0.038761 |  |
| META PLATFORMS INC CL A | 0.038234 | ✓ |
| APPLIED MATERIALS INC | 0.033334 | ✓ |
| ADV MICRO DEVICE | 0.028957 |  |
| FORTINET INC | 0.023452 |  |
| BROADCOM INC | 0.022860 | ✓ |
| LAM RESEARCH CORP | 0.022596 | ✓ |
| ABBVIE INC | 0.022255 |  |
| TERADYNE INC | 0.021863 | ✓ |
| MCKESSON CORP | 0.021618 |  |
| MERCK & CO | 0.020974 |  |
| American Beacon U.S. Government Money Market Fund | 0.019925 |  |
| ARISTA NETWORKS INC | 0.018839 | ✓ |
| MARVELL TECHNOLOGY INC | 0.017553 | ✓ |
| COSTCO WHOLESALE CORP | 0.015665 |  |
| NETFLIX INC | 0.015522 |  |
| VEEVA SYSTEMS-A | 0.013757 |  |
| THE BOOKING HOLDINGS INC | 0.013719 |  |
| QUALCOMM INC | 0.013693 | ✓ |
| EMCOR GROUP INC | 0.013548 |  |
| TRANE TECHNOLOGIES PLC | 0.013317 |  |
| UBER TECHNOLOGIES INC | 0.013117 |  |
| ADOBE INC | 0.012784 |  |
| ONTO INNOVATION INC | 0.012544 |  |
| SALESFORCE INC | 0.012261 | ✓ |
| NETAPP INC | 0.011824 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.011723 |  |
| INTUIT INC | 0.011543 | ✓ |
| INCYTE CORP | 0.011461 |  |
| PURE STORAGE INC CL A | 0.010497 |  |
| AMPHENOL CORPORATION CL A | 0.009823 |  |
| VISTRA CORP | 0.009367 |  |
| TWILIO INC CLASS A | 0.009279 |  |
| SERVICENOW INC | 0.009136 |  |
| OKTA INC CL A | 0.008504 |  |
| DYNATRACE INC | 0.007505 |  |
| CARDINAL HEALTH INC | 0.007369 |  |
| ROKU INC CLASS A | 0.007356 |  |
| HUBSPOT INC | 0.007214 |  |
| EXELIXIS INC | 0.006547 |  |
| AUTODESK INC | 0.006295 |  |
| REGENERON PHARMACEUTICALS INC | 0.006272 |  |
| ATLASSIAN CORP PLC CLS A | 0.006165 | ✓ |
| ZOETIS INC CL A | 0.005676 |  |
| SPROUTS FMRS MKT INC | 0.005291 |  |


## 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 `0001410368-26-056078` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826056078/0001410368-26-056078-index.htm>

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