Investment objective & strategy
As of June 26, 2025 · prospectusObjective. Columbia Large Cap Growth Opportunity Fund (the Fund) seeks long-term growth of capital.
Strategy. Under normal market conditions, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies have market capitalizations in the range of companies in the Russell 1000 Growth Index (the Index) at the time of purchase (between $ 389.2 million and $ 3.4 trillion as of May 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The Fund may at times … Under normal market conditions, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies have market capitalizations in the range of companies in the Russell 1000 Growth Index (the Index) at the time of purchase (between $ 389.2 million and $ 3.4 trillion as of May 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The Fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector. The Fund may invest up to 20% of its total assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts.
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $161.16M | 13.31% |
| MICROSOFT CORP | — | $126.05M | 10.41% |
| ALPHABET INC CL A | — | $91.70M | 7.57% |
| APPLE INC | — | $83.47M | 6.89% |
| AMAZON.COM INC | — | $78.39M | 6.47% |
| META PLATFORMS INC CL A | — | $60.99M | 5.04% |
| BROADCOM INC | — | $58.52M | 4.83% |
| LILLY ELI and CO | — | $50.81M | 4.19% |
| VISA INC-CLASS A | — | $37.19M | 3.07% |
| COSTCO WHOLESALE CORP | — | $33.51M | 2.77% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Variable Portfolio - Large Cap Growth Fund | 87% | 0.72% |
| Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX | 87% | 0.65% |
| Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX | 74% | 0.69% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.