SCMIX
Columbia Seligman Technology and Information Fund
Columbia Funds 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.

Nov 30, 2025 → Feb 28, 2026

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

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
F5 INC 0 444,700 444,700 0.59% $120.67M
DELL TECHNOLOGIES INC CL C 0 414,000 414,000 0.30% $61.31M
AMERICAN ELECTRIC POWER CO INC 0 359,600 359,600 0.24% $48.12M
COGNICHIP INC 0 764,928 764,928 0.08% $16.00M
SAMBANOVA SYSTEMS VC INVESTMENT 0 322,644 322,644 0.05% $9.25M
CONTRA CYBERARK SOFTWA 0 107,100 107,100 0.02% $4.82M
Western Digital Corp. 0 -3,791 -3,791 0.00% -$902.26K
Hewlett Packard Enterprise Co. 0 -24,626 -24,626 -0.01% -$1.38M
CFD LAM RESEARCH CORP 0 -8,545 -8,545 -0.02% -$3.65M
APPLIED MATERIALS INC COMMON STOCK 0 -4,078 -4,078 -0.02% -$4.49M
Teradyne, Inc. 0 -5,615 -5,615 -0.03% -$5.28M
BLOOM ENERGY CORP- A COMMON STOCK 0 -16,937 -16,937 -0.11% -$22.05M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ELECTRONIC ARTS INC 548,500 0 -548,500 0.00% -$110.81M
SBA COMMUNICATIONS CORP 354,800 0 -354,800 0.00% -$68.93M
CYBER-ARK SOFTWARE LTD 107,100 0 -107,100 0.00% -$49.11M
NAVAN INC-CL A 392,012 0 -392,012 0.00% -$6.54M
WDC US 12/19/25 C175 -18,277 0 18,277 0.00% $16.93M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
COLUMBIA SHORT TERM CASH FUND 350,046,956 1,023,265,956 673,219,000 5.02% $673.12M
NVIDIA CORP 5,242,288 5,406,788 164,500 4.71% $30.14M
BROADCOM INC 2,728,690 2,846,728 118,038 4.47% -$189.88M
MARVELL TECHNOLOGY INC 8,198,272 10,195,038 1,996,766 4.09% $99.91M
SYNAPTICS INC 4,229,028 4,561,900 332,872 1.83% $81.88M
CISCO SYSTEMS INC 3,740,425 4,150,725 410,300 1.62% $42.03M
SEMTECH CORP 3,623,446 3,649,446 26,000 1.62% $60.54M
ARISTA NETWORKS INC 2,223,806 2,402,506 178,700 1.58% $30.13M
NETAPP INC 2,845,195 3,005,415 160,220 1.46% -$19.78M
GODADDY INC CL A 2,640,087 3,368,387 728,300 1.44% -$43.97M
LYFT INC-A 18,575,259 21,107,659 2,532,400 1.43% -$98.51M
WIX.COM LTD 3,181,692 4,043,437 861,745 1.40% -$19.62M
TAIWAN SEMIC MFG CO LTD SP ADR 597,200 732,150 134,950 1.35% $100.16M
HEWLETT PACKARD ENTERPRISE CO 12,235,500 12,708,600 473,100 1.34% $5.26M
AMAZON.COM INC 901,200 1,069,800 168,600 1.10% $14.48M
NXP SEMICONDUCTORS NV 907,100 961,900 54,800 1.07% $41.53M
EBAY INC 1,583,386 2,210,286 626,900 0.99% $69.74M
QUALCOMM INC 1,052,658 1,216,168 163,510 0.85% -$3.81M
PINTEREST INC CL A 7,699,951 9,723,621 2,023,670 0.82% -$34.56M
PALO ALTO NETWORKS INC 649,420 1,007,793 358,373 0.74% $26.61M
SALESFORCE INC 526,239 742,039 215,800 0.71% $23.22M
AIRBNB INC CLASS A 703,800 856,152 152,352 0.57% $33.34M
COHERENT CORP 148,100 240,100 92,000 0.31% $37.84M
DOCUSIGN INC 732,167 1,026,967 294,800 0.23% -$4.49M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BLOOM ENERGY CORP CL A 17,181,226 13,914,556 -3,266,670 10.64% $289.20M
LAM RESEARCH CORP 8,191,338 6,893,278 -1,298,060 7.92% $334.42M
APPLIED MATERIALS INC 3,223,561 2,647,661 -575,900 4.84% $172.58M
WESTERN DIGITAL CORP 4,776,227 3,430,357 -1,345,870 4.71% $179.37M
ALPHABET INC CL A 2,921,929 2,830,929 -91,000 4.33% -$52.97M
TERADYNE INC 2,707,658 1,437,817 -1,269,841 2.26% -$32.35M
ADV ENERGY INDS 855,019 752,948 -102,071 1.24% $72.10M
META PLATFORMS INC CL A 421,050 361,850 -59,200 1.15% -$38.28M
ADEIA INC 8,436,999 8,335,999 -101,000 0.85% $68.11M
ORACLE CORP 1,210,695 762,295 -448,400 0.54% -$133.66M
RINGCENTRAL INC CL A 3,780,728 2,840,367 -940,361 0.51% -$3.24M
CHECK POINT SOFTWARE TECHS LTD 438,440 325,440 -113,000 0.24% -$32.40M
NIQ GLOBAL INTELLIGENCE PLC 225,401 150,515 -74,886 0.01% -$1.54M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MICROSOFT CORP 1,569,650 1,569,650 0 3.03% -$155.82M
APPLE INC 2,285,100 2,285,100 0 2.96% -$33.52M
ALPHABET INC CL C 1,423,460 1,423,460 0 2.18% -$12.37M
VISA INC-CLASS A 1,161,145 1,161,145 0 1.83% -$16.60M
GLOBAL PAYMENTS INC 4,345,748 4,345,748 0 1.63% $3.04M
GEN DIGITAL INC 11,804,733 11,804,733 0 1.31% -$44.86M
RENESAS ELECTRON 12,256,100 12,256,100 0 1.14% $86.60M
MATCH GROUP INC 6,697,966 6,697,966 0 1.04% -$11.45M
ON SEMICONDUCTOR CORP 2,937,700 2,937,700 0 0.96% $47.71M
SYNOPSYS INC 351,992 351,992 0 0.72% -$1.41M
BLOCK INC CL A 2,013,051 2,013,051 0 0.63% -$6.24M
TENABLE HOLDINGS INC 3,827,027 3,827,027 0 0.36% -$27.90M
BILL HOLDINGS INC 1,540,039 1,540,039 0 0.34% -$8.69M
INTUIT INC 128,900 128,900 0 0.26% -$29.01M
APNIMED INC 8,981,951 8,981,951 0 0.22% $181.35K
TRIPADVISOR INC 3,589,192 3,589,192 0 0.18% -$17.08M
FIVE9 INC 1,024,900 1,024,900 0 0.09% -$2.20M
EPAM SYSTEMS INC 110,000 110,000 0 0.08% -$5.06M

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