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Portfolio (Quarterly) Guide ↗

ONTARIO TEACHERS PENSION PLAN BOARD

· CIK 0000937567
13F Portfolio $4.3B AUM 176 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 176 New 174 Exited
Page 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PINS PINTEREST INC Communication Services 1,494,452.0 $48.1M 1.11% NEW $32.17 -36.9%
22 SA SEABRIDGE GOLD INC Basic Materials 1,490,415.0 $35.9M 0.83% NEW $24.12 +22.9%
23 LLY ELI LILLY & CO Healthcare 45,304.0 $34.6M 0.80% NEW $763.00 +43.9%
24 FORD MTR CO 30,000,000.0 $30.5M 0.70% NEW $1.02
25 TRAEGER INC 24,693,075.0 $30.1M 0.69% NEW $1.22
26 BURL BURLINGTON STORES INC Consumer Cyclical 116,177.0 $29.6M 0.68% NEW $254.50 +32.4%
27 UBER TECHNOLOGIES INC 15,000,000.0 $22.0M 0.51% NEW $1.47
28 SPOTIFY USA INC 15,000,000.0 $20.4M 0.47% NEW $1.36
29 BSX BOSTON SCIENTIFIC CORP Healthcare 204,804.0 $20.0M 0.46% NEW $97.63 -53.6%
30 H WORLD GROUP LTD 16,000,000.0 $17.7M 0.41% NEW $1.11
31 NUTANIX INC 10,000,000.0 $13.8M 0.32% NEW $1.38
32 TMO THERMO FISHER SCIENTIFIC INC Healthcare 23,668.0 $11.5M 0.26% NEW $485.02 -4.2%
33 VAIL RESORTS INC 10,000,000.0 $9.8M 0.23% NEW $0.98
34 BZH PUT BEAZER HOMES USA INC Consumer Cyclical 394,000.0 $9.7M 0.22% NEW $24.55 +10.2%
35 SEA LTD 10,000,000.0 $9.6M 0.22% NEW $0.96
36 LAMR LAMAR ADVERTISING CO NEW Real Estate 72,820.0 $8.9M 0.20% NEW $122.42 +22.2%
37 HST HOST HOTELS & RESORTS INC Real Estate 511,011.0 $8.7M 0.20% NEW $17.02 +46.9%
38 WPC WP CAREY INC Real Estate 122,544.0 $8.3M 0.19% NEW $67.57 +5.4%
39 SWX SOUTHWEST GAS HLDGS INC Utilities 105,102.0 $8.2M 0.19% NEW $78.34 +12.9%
40 CPT CAMDEN PPTY TR Real Estate 66,574.0 $7.1M 0.16% NEW $106.78 +2.1%
Page 2 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 47.2%
Technology 13.9%
Financial Services 11.4%
Communication Services 6.9%
Consumer Defensive 6.4%
Consumer Cyclical 4.9%
Healthcare 3.7%
Real Estate 2.7%
Utilities 1.7%
Basic Materials 1.0%