Columbia Variable Portfolio - Select Mid 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
CARDINAL HEALTH INC 0 54,337 54,337 2.57% $11.48M
COMFORT SYSTEMS USA INC 0 7,890 7,890 2.43% $10.88M
TARGA RESOURCES CORP 0 39,021 39,021 2.19% $9.78M
VISTRA CORP 0 59,673 59,673 2.01% $8.97M
KIOXIA HOLDINGS 0 62,400 62,400 1.82% $8.15M
CAVA GROUP INC 0 96,005 96,005 1.74% $7.77M
PHILLIPS 66 0 32,884 32,884 1.34% $5.99M
SITEONE LANDSCAPE SUPPLY INC 0 41,856 41,856 1.25% $5.57M
SANDISK CORPORATION 0 7,674 7,674 1.09% $4.88M
QUANTA SVCS INC 0 8,323 8,323 1.02% $4.57M
KARMAN HOLDINGS INC 0 56,333 56,333 1.01% $4.51M
WOODWARD INC 0 12,218 12,218 0.98% $4.37M
TECHNIPFMC PLC 0 59,258 59,258 0.92% $4.10M
RPM INTL INC 0 36,244 36,244 0.81% $3.60M
VEEVA SYSTEMS-A 0 19,076 19,076 0.75% $3.35M
DIGITALOCEAN HOLDINGS INC 0 37,332 37,332 0.72% $3.20M
EXPEDIA INC 0 12,575 12,575 0.65% $2.90M
GUIDEWIRE SOFTWARE INC 0 15,487 15,487 0.52% $2.32M
ATI INC 0 15,727 15,727 0.51% $2.29M
INGERSOLL RAND INC 0 27,499 27,499 0.49% $2.20M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
UNITY SOFTWARE INC 220,654 0 -220,654 0.00% -$9.75M
WAYFAIR INC- A 84,598 0 -84,598 0.00% -$8.49M
IQVIA HOLDINGS INC 35,916 0 -35,916 0.00% -$8.10M
CHARLES RIVER LABS INTL INC 37,500 0 -37,500 0.00% -$7.48M
SNOWFLAKE INC CL A 32,499 0 -32,499 0.00% -$7.13M
AFFIRM HOLDINGS INC 78,172 0 -78,172 0.00% -$5.82M
ZSCALER INC 22,599 0 -22,599 0.00% -$5.08M
ROBINHOOD MARKETS INC 44,606 0 -44,606 0.00% -$5.04M
FAIR ISAAC CORP 2,886 0 -2,886 0.00% -$4.88M
TRACTOR SUPPLY CO. 89,658 0 -89,658 0.00% -$4.48M
CREDO TECHNOLOGY GROUP HOLDING LTD 26,977 0 -26,977 0.00% -$3.88M
VULCAN MATERIALS CO 12,389 0 -12,389 0.00% -$3.53M
FASTENAL CO 87,442 0 -87,442 0.00% -$3.51M
INSULET CORP 11,475 0 -11,475 0.00% -$3.26M
SPROUTS FMRS MKT INC 40,604 0 -40,604 0.00% -$3.23M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 25,972 0 -25,972 0.00% -$2.56M
COINBASE GLOBAL INC 11,095 0 -11,095 0.00% -$2.51M
UCB SA 8,607 0 -8,607 0.00% -$2.40M
DOMINOS PIZZA INC 2,843 0 -2,843 0.00% -$1.19M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CLOUDFLARE INC-A 53,237 67,231 13,994 3.10% $3.38M
TAKE-TWO INTERACTV SOFTWR INC 55,917 66,677 10,760 2.95% -$1.15M
HUT 8 CORP 91,631 187,856 96,225 1.97% $4.60M
ROYAL CARIBBEAN CRUISES LTD 22,451 30,753 8,302 1.89% $2.20M
COLUMBIA SHORT TERM CASH FUND 3,781,565 8,208,348 4,426,783 1.84% $4.42M
DATADOG INC CL A 34,899 69,434 34,535 1.83% $3.45M
ROSS STORES INC 19,729 32,142 12,413 1.56% $3.41M
XPO LOGISTICS INC 17,320 34,129 16,809 1.48% $4.29M
WYNN RESORTS LTD 31,311 53,251 21,940 1.21% $1.64M
AXON ENTERPRISE INC 5,249 12,623 7,374 1.20% $2.38M
MICROCHIP TECHNOLOGY 51,198 69,247 18,049 1.00% $1.21M
BWX TECHNOLOGIES INC 17,678 20,848 3,170 0.95% $1.21M
LPL FINL HLDGS INC 10,894 13,680 2,786 0.92% $224.34K
NATERA INC 10,418 19,864 9,446 0.89% $1.59M
GUARDANT HEALTH INC 16,917 42,922 26,005 0.89% $2.24M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VERTIV HOLDINGS CO 92,624 87,712 -4,912 4.92% $6.97M
HOWMET AEROSPACE INC 66,156 64,767 -1,389 3.34% $1.36M
CASEY'S GENERAL 16,380 15,366 -1,014 2.50% $2.13M
TAPESTRY INC 74,165 69,389 -4,776 2.19% $315.42K
CARPENTER TECHNOLOGY CORP 43,845 23,528 -20,317 2.07% -$4.53M
RBC BEARINGS INC 25,668 16,633 -9,035 2.02% -$2.48M
LUMENTUM HOLDINGS INC 28,750 12,668 -16,082 1.99% -$1.69M
SHARKNINJA INC 97,832 83,333 -14,499 1.97% -$2.12M
MONOLITHIC POWER SYS INC 8,215 7,696 -519 1.88% $968.67K
L3HARRIS TECHNOLOGIES INC 24,222 23,324 -898 1.80% $939.43K
ARGENX SE SPONSORED ADR 10,774 10,061 -713 1.64% -$1.71M
GAP INC/THE 299,681 296,661 -3,020 1.61% -$492.64K
VIKING HOLDINGS LTD 101,357 95,054 -6,303 1.56% -$253.34K
ROKU INC CLASS A 77,313 72,451 -4,862 1.53% -$1.53M
DEXCOM INC 133,952 108,484 -25,468 1.52% -$2.08M
IDEXX LABS INC 12,323 11,551 -772 1.45% -$1.85M
HILTON WORLDWIDE HOLDINGS INC 22,165 20,491 -1,674 1.39% -$135.99K
SPOTIFY TECHNOLOGY SA 22,250 12,117 -10,133 1.31% -$7.05M
DOORDASH INC-A 55,914 39,100 -16,814 1.31% -$6.79M
INSMED INC 34,933 32,719 -2,214 1.20% -$729.53K
TKO GROUP HOLDINGS INC 27,477 25,646 -1,831 1.16% -$571.18K
CELSIUS HOLDINGS INC 257,862 141,416 -116,446 1.12% -$6.78M
FTAI AVIATION LTD 23,956 19,271 -4,685 1.06% $5.66K
ROCKET LAB CORP 123,304 70,038 -53,266 1.01% -$4.10M
BLOOM ENERGY CORP CL A 64,828 29,956 -34,872 0.91% -$1.57M
AEROVIRONMENT INC 31,063 21,945 -9,118 0.90% -$3.50M
ROBLOX CORP - A 128,108 69,096 -59,012 0.87% -$6.47M
Ascendis Pharma A/S 17,745 16,601 -1,144 0.85% $13.20K
FERGUSON ENTERPRISES INC 20,949 15,480 -5,469 0.81% -$1.05M
MONGODB INC CL A 31,897 14,118 -17,779 0.77% -$9.93M
LIVE NATION ENTERTAINMENT INC 45,316 22,245 -23,071 0.76% -$3.06M
REDDIT INC-A 26,750 22,890 -3,860 0.69% -$3.07M
DRAFTKINGS INC 314,690 105,530 -209,160 0.51% -$8.56M
ROCKET COS INC-A 373,206 159,470 -213,736 0.51% -$4.95M
KRATOS DEFENSE and SEC SOLTN INC 95,018 24,165 -70,853 0.38% -$5.51M

No positions in this category.

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