# Portfolio overlap — UMLAX vs NFEAX

Comparing **Columbia Select Large Cap Growth Fund** (2026-03-31) and **Columbia Large Cap Growth Opportunity Fund** (2026-02-28).

- Shared positions: 25
- Columbia Select Large Cap Growth Fund covered by Columbia Large Cap Growth Opportunity Fund: 0.7445060616899876954281803847
- Columbia Large Cap Growth Opportunity Fund covered by Columbia Select Large Cap Growth Fund: 0.7445060616899876954281803847

## Columbia Select Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.136297 | ✓ |
| MICROSOFT CORP | 0.099195 | ✓ |
| AMAZON.COM INC | 0.075368 | ✓ |
| ALPHABET INC CL A | 0.054387 | ✓ |
| APPLE INC | 0.050390 | ✓ |
| BROADCOM INC | 0.047486 | ✓ |
| META PLATFORMS INC CL A | 0.043848 | ✓ |
| INTUITIVE SURGICAL INC | 0.037750 | ✓ |
| LILLY ELI and CO | 0.037320 | ✓ |
| VISA INC-CLASS A | 0.036610 | ✓ |
| TKO GROUP HOLDINGS INC | 0.035069 | ✓ |
| APPLIED MATERIALS INC | 0.031626 |  |
| COSTCO WHOLESALE CORP | 0.028274 | ✓ |
| SERVICENOW INC | 0.024242 | ✓ |
| ARGENX SE SPONSORED ADR | 0.022649 | ✓ |
| PALO ALTO NETWORKS INC | 0.019947 | ✓ |
| NETFLIX INC | 0.019794 |  |
| CROWDSTRIKE HOLDINGS INC | 0.018053 | ✓ |
| INSMED INC | 0.016921 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.016292 |  |
| ARISTA NETWORKS INC | 0.016087 | ✓ |
| VERTIV HOLDINGS CO | 0.015767 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.012602 |  |
| EQT CORPORATION | 0.012464 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.011542 | ✓ |
| TE CONNECTIVITY PLC | 0.010655 | ✓ |
| TJX COS INC | 0.010614 | ✓ |
| CITIGROUP INC | 0.010491 |  |
| LIVE NATION ENTERTAINMENT INC | 0.010287 |  |
| QUANTA SVCS INC | 0.009761 |  |
| GENERAL DYNAMICS CORPORATION | 0.007984 |  |
| GAP INC/THE | 0.007789 | ✓ |
| EATON CORP PLC | 0.006330 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.006108 | ✓ |

## Columbia Large Cap Growth Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.133053 | ✓ |
| MICROSOFT CORP | 0.104067 | ✓ |
| ALPHABET INC CL A | 0.075704 | ✓ |
| APPLE INC | 0.068913 | ✓ |
| AMAZON.COM INC | 0.064718 | ✓ |
| META PLATFORMS INC CL A | 0.050349 | ✓ |
| BROADCOM INC | 0.048316 | ✓ |
| LILLY ELI and CO | 0.041944 | ✓ |
| VISA INC-CLASS A | 0.030707 | ✓ |
| COSTCO WHOLESALE CORP | 0.027662 | ✓ |
| VERTIV HOLDINGS CO | 0.017506 | ✓ |
| ADV MICRO DEVICE | 0.015404 |  |
| UBER TECHNOLOGIES INC | 0.015384 |  |
| TJX COS INC | 0.014439 | ✓ |
| BANK OF AMERICA CORPORATION | 0.014430 |  |
| TESLA INC | 0.014097 |  |
| EXPEDIA INC | 0.013620 |  |
| TE CONNECTIVITY PLC | 0.013576 | ✓ |
| SERVICENOW INC | 0.013250 | ✓ |
| ARISTA NETWORKS INC | 0.013039 | ✓ |
| PALO ALTO NETWORKS INC | 0.012479 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.012438 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.012377 |  |
| GAP INC/THE | 0.012299 | ✓ |
| EQUINIX INC | 0.011415 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.011214 |  |
| INTUITIVE SURGICAL INC | 0.011072 | ✓ |
| MICRON TECHNOLOGY INC | 0.010999 |  |
| GOLDMAN SACHS GROUP INC | 0.010401 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.010397 | ✓ |
| COLGATE-PALMOLIVE CO | 0.010192 |  |
| INSMED INC | 0.010090 | ✓ |
| TKO GROUP HOLDINGS INC | 0.009033 | ✓ |
| EATON CORP PLC | 0.008952 | ✓ |
| CINTAS CORP | 0.008891 |  |
| REVOLUTION MEDICINES INC | 0.008250 |  |
| ARGENX SE SPONSORED ADR | 0.007229 | ✓ |
| NIKE INC CL B | 0.006640 |  |
| ILLUMINA INC | 0.005840 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.005558 | ✓ |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.004660 |  |
| PALANTIR TECHNOLOGIES INC | 0.004424 |  |
| ATLASSIAN CORP PLC CLS A | 0.004307 |  |
| KARMAN HOLDINGS INC | 0.000669 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055047` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826055047/0001410368-26-055047-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040912` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1097519/000141036826040912/0001410368-26-040912-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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