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Holdings (Monthly) Guide ↗

Columbia Seligman Technology and Information Fund

· Columbia Funds Series Trust II
Monthly Holdings $28.3B AUM 17 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 34 New 27 Added 17 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Bloom Energy Corp 093712107 Feb 2026 10,123,905 -3,790,651 $2.89B +33.2% 10.24% EC
2 Lam Research Corp 512807306 Feb 2026 6,651,108 -242,170 $2.12B +31.3% 7.51% EC
3 Marvell Technology Inc 573874104 Feb 2026 8,510,148 -1,684,890 $1.74B +109.5% 6.19% EC
4 Western Digital Corp 958102105 Feb 2026 2,203,450 -1,226,907 $1.17B +22.0% 4.15% EC
5 Applied Materials Inc 038222105 Feb 2026 2,415,311 -232,350 $1.09B +10.3% 3.86% EC
6 NXP Semiconductors NV 000000000 Feb 2026 1,478,230 -2,565,207 $475.0M +66.7% 1.69% EC
7 Teradyne Inc 880770102 Feb 2026 1,221,872 -215,945 $457.4M -0.6% 1.62% EC
8 NetApp Inc 64110D104 Feb 2026 2,082,832 -922,583 $363.0M +22.0% 1.29% EC
9 ON Semiconductor Corp 682189105 Feb 2026 2,316,760 -620,940 $279.4M +43.1% 0.99% EC
10 Semtech Corp 816850101 Feb 2026 1,697,946 -1,951,500 $259.0M -21.3% 0.92% EC
11 Cisco Systems Inc 17275R102 Feb 2026 2,008,515 -2,142,210 $241.9M -26.7% 0.86% EC
12 Hewlett Packard Enterprise Co 42824C109 Feb 2026 5,440,505 -7,268,095 $234.2M -14.2% 0.83% EC
13 Advanced Energy Industries Inc 007973100 Feb 2026 695,138 -57,810 $210.1M -16.9% 0.75% EC
14 QUALCOMM Inc 747525103 Feb 2026 712,348 -503,820 $178.8M +3.3% 0.63% EC
15 Amazon.com Inc 023135106 Feb 2026 556,120 -513,680 $150.5M -33.0% 0.53% EC
16 F5 Inc 315616102 Feb 2026 391,890 -52,810 $150.3M +24.5% 0.53% EC
17 eBay Inc 278642103 Feb 2026 932,336 -1,277,950 $101.9M -49.3% 0.36% EC