Columbia Variable Portfolio - Large Cap Growth Fund
Columbia Funds Variable Series Trust II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
COLGATE-PALMOLIVE CO 0 231,123 231,123 0.80% $19.70M
KARMAN HOLDINGS INC 0 227,620 227,620 0.74% $18.22M
MICRON TECHNOLOGY INC 0 37,560 37,560 0.51% $12.69M
ARGENX SE SPONSORED ADR 0 16,104 16,104 0.48% $11.76M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ORACLE CORP 196,517 0 -196,517 0.00% -$38.30M
EXACT SCIENCES CORP 238,348 0 -238,348 0.00% -$24.21M
ATLASSIAN CORP PLC CLS A 146,037 0 -146,037 0.00% -$23.68M
DATADOG INC CL A 157,753 0 -157,753 0.00% -$21.45M
NIKE INC CL B 310,880 0 -310,880 0.00% -$19.81M
PROCTER & GAMBLE 112,540 0 -112,540 0.00% -$16.13M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROADCOM INC 379,900 399,568 19,668 5.00% -$7.81M
NETFLIX INC 618,503 718,106 99,603 2.79% $11.06M
COLUMBIA SHORT TERM CASH FUND 11,718,152 36,744,601 25,026,449 1.49% $25.02M
PALO ALTO NETWORKS INC 174,574 227,710 53,136 1.48% $4.35M
BANK OF AMERICA CORPORATION 556,747 648,275 91,528 1.28% $982.32K
SERVICENOW INC 229,195 288,780 59,585 1.22% -$4.92M
CROWDSTRIKE HOLDINGS INC 60,992 74,027 13,035 1.17% $310.27K
INSMED INC 69,104 172,339 103,235 1.14% $16.15M
VERTEX PHARMACEUTICALS INC 49,178 62,927 13,749 1.14% $5.80M
EXPEDIA INC 84,914 120,820 35,906 1.13% $3.84M
EQUINIX INC 24,806 28,447 3,641 1.13% $8.88M
GAP INC/THE 753,188 1,017,026 263,838 1.00% $5.33M
TE CONNECTIVITY PLC 79,987 108,518 28,531 0.92% $4.48M
DRAFTKINGS INC 439,922 868,742 428,820 0.76% $3.62M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 1,067,912 1,052,307 -15,605 10.80% -$23.26M
AMAZON.COM INC 715,531 687,002 -28,529 5.79% -$22.08M
META PLATFORMS INC CL A 193,798 193,160 -638 4.47% -$17.41M
LILLY ELI and CO 95,948 95,632 -316 3.56% -$15.15M
VISA INC-CLASS A 226,642 225,896 -746 2.76% -$11.21M
COSTCO WHOLESALE CORP 64,641 61,529 -3,112 2.48% $5.57M
TESLA INC 125,645 101,230 -24,415 1.52% -$18.87M
VERTIV HOLDINGS CO 157,636 129,260 -28,376 1.31% $6.85M
ARISTA NETWORKS INC 259,591 258,736 -855 1.28% -$2.25M
ALPHABET INC CL C 174,367 109,912 -64,455 1.28% -$23.19M
UBER TECHNOLOGIES INC 424,168 422,771 -1,397 1.23% -$4.25M
ADV MICRO DEVICE 169,499 147,648 -21,851 1.21% -$6.26M
TJX COS INC 202,741 183,314 -19,427 1.18% -$1.87M
HILTON WORLDWIDE HOLDINGS INC 84,806 84,527 -279 1.04% $1.34M
INTUITIVE SURGICAL INC 58,425 55,464 -2,961 1.03% -$7.52M
ROYAL CARIBBEAN CRUISES LTD 92,292 86,211 -6,081 0.96% -$2.02M
CITIGROUP INC 225,226 188,462 -36,764 0.86% -$4.91M
GENERAL DYNAMICS CORPORATION 60,196 59,998 -198 0.83% $326.93K
TKO GROUP HOLDINGS INC 97,339 97,018 -321 0.79% -$780.17K
GOLDMAN SACHS GROUP INC 30,454 21,058 -9,396 0.72% -$8.95M
PALANTIR TECHNOLOGIES INC 112,505 112,134 -371 0.66% -$3.59M
REVOLUTION MEDICINES INC 203,273 165,906 -37,367 0.65% -$56.34K
ILLUMINA INC 170,400 129,429 -40,971 0.65% -$6.40M
CINTAS CORP 91,466 91,165 -301 0.62% -$1.78M
EATON CORP PLC 41,964 41,826 -138 0.61% $1.59M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 1,914,933 1,914,933 0 13.51% -$23.17M
MICROSOFT CORP 589,217 589,217 0 8.82% -$66.85M
ALPHABET INC CL A 448,143 448,143 0 5.21% -$11.40M

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