Columbia Seligman Technology and Information Fund (SLMCX) is an MF managed by Columbia Threadneedle. Its largest position is Bloom Energy Corp (BE), representing 10.63% of fund assets.
Columbia Seligman Technology and Information Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SLMCX
- Type:
- MF
- Manager:
- Columbia Threadneedle
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 27, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Bloom Energy Corp
|
10.63% | $2,166,078,932.52 | 13,914,556 |
|
-
LAM RESEARCH CORP
|
7.91% | $1,612,268,791.42 | 6,893,278 |
|
-
COLUMBIA SHORT TERM CASH FUND
|
5.02% | $1,023,061,303.00 | 1,023,265,956 |
|
-
APPLIED MATERIALS INC /DE
|
4.84% | $985,724,190.30 | 2,647,661 |
|
-
WESTERN DIGITAL CORP
|
4.71% | $959,470,852.90 | 3,430,357 |
|
-
NVIDIA CORP
|
4.70% | $958,028,765.72 | 5,406,788 |
|
-
Broadcom Inc.
|
4.47% | $909,671,932.40 | 2,846,728 |
|
-
Alphabet Inc.
|
4.33% | $882,570,425.04 | 2,830,929 |
|
-
Marvell Technology, Inc.
|
4.09% | $832,832,654.22 | 10,195,038 |
|
-
MICROSOFT CORP
|
3.03% | $616,464,341.00 | 1,569,650 |
|
-
Apple Inc.
|
2.96% | $603,677,718.00 | 2,285,100 |
|
-
TERADYNE, INC
|
2.26% | $460,144,574.51 | 1,437,817 |
|
-
Alphabet Inc.
|
2.18% | $443,308,147.80 | 1,423,460 |
|
-
VISA INC.
|
1.82% | $371,728,960.30 | 1,161,145 |
|
-
SYNAPTICS Inc
|
1.82% | $371,612,374.00 | 4,561,900 |
|
-
GLOBAL PAYMENTS INC
|
1.63% | $332,275,892.08 | 4,345,748 |
|
-
CISCO SYSTEMS, INC.
|
1.62% | $329,816,608.50 | 4,150,725 |
|
-
SEMTECH CORP
|
1.62% | $329,253,018.12 | 3,649,446 |
|
-
Arista Networks, Inc.
|
1.57% | $320,734,551.00 | 2,402,506 |
|
-
NetApp, Inc.
|
1.46% | $297,626,247.45 | 3,005,415 |
|
-
GoDaddy Inc.
|
1.44% | $293,588,610.92 | 3,368,387 |
|
-
Lyft, Inc.
|
1.43% | $292,130,000.56 | 21,107,659 |
|
-
Wix.com Ltd.
|
1.40% | $284,900,571.02 | 4,043,437 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
1.35% | $274,248,747.00 | 732,150 |
|
-
Hewlett Packard Enterprise Co
|
1.34% | $272,853,642.00 | 12,708,600 |
|
-
Gen Digital Inc.
|
1.31% | $266,432,823.81 | 11,804,733 |
|
-
ADVANCED ENERGY INDUSTRIES INC
|
1.24% | $252,666,760.36 | 752,948 |
|
-
Meta Platforms, Inc.
|
1.15% | $234,543,933.00 | 361,850 |
|
-
RENESAS ELECTRONICS CORPORATION
|
1.13% | $231,135,424.54 | 12,256,100 |
|
-
AMAZON COM INC
|
1.10% | $224,658,000.00 | 1,069,800 |
|
-
NXP SEMICONDUCTORS NV
|
1.07% | $218,360,919.00 | 961,900 |
|
-
Match Group, Inc.
|
1.04% | $211,655,725.60 | 6,697,966 |
|
-
EBAY INC
|
0.99% | $200,826,585.96 | 2,210,286 |
|
-
ON SEMICONDUCTOR CORP
|
0.96% | $195,298,296.00 | 2,937,700 |
|
-
QUALCOMM INC/DE
|
0.85% | $173,133,676.48 | 1,216,168 |
|
-
Adeia Inc.
|
0.85% | $172,471,819.31 | 8,335,999 |
|
-
PINTEREST, INC.
|
0.82% | $166,565,627.73 | 9,723,621 |
|
-
Palo Alto Networks Inc
|
0.74% | $150,080,533.56 | 1,007,793 |
|
-
SYNOPSYS INC
|
0.72% | $145,724,688.00 | 351,992 |
|
-
Salesforce, Inc.
|
0.71% | $144,541,776.81 | 742,039 |
|
-
Block, Inc.
|
0.63% | $128,231,348.70 | 2,013,051 |
|
-
F5, INC.
|
0.59% | $120,673,792.00 | 444,700 |
|
-
Airbnb, Inc.
|
0.57% | $115,674,696.72 | 856,152 |
|
-
ORACLE CORP
|
0.54% | $110,837,693.00 | 762,295 |
|
-
RingCentral, Inc.
|
0.51% | $103,531,377.15 | 2,840,367 |
|
-
Tenable Holdings, Inc.
|
0.36% | $73,593,729.21 | 3,827,027 |
|
-
BILL Holdings, Inc.
|
0.34% | $68,547,135.89 | 1,540,039 |
|
-
COHERENT CORP.
|
0.31% | $62,169,093.00 | 240,100 |
|
-
Dell Technologies Inc.
|
0.30% | $61,305,120.00 | 414,000 |
|
-
INTUIT INC.
|
0.26% | $52,723,967.00 | 128,900 |
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