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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $62.2B AUM 1,469 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 361 New 475 Added 403 Reduced 259 Exited
Page 13 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TER TERADYNE INC Technology 40,535.0 $12.0M 0.02% +34K +554.7% $296.46 +14.0%
242 STT STATE STR CORP Financial Services 92,534.0 $11.7M 0.02% +6K +7.5% $126.56 +20.8%
243 ENSG ENSIGN GROUP INC Healthcare 58,056.0 $11.7M 0.02% +13K +28.1% $201.50 -11.8%
244 BNL BROADSTONE NET LEASE INC Real Estate 635,240.0 $11.6M 0.02% +424K +200.1% $18.27 +10.7%
245 FRSH FRESHWORKS INC Technology 1,444,124.0 $11.6M 0.02% +1.2M +403.4% $8.03 +11.6%
246 NTRS NORTHERN TR CORP Financial Services 82,708.0 $11.5M 0.02% +4K +5.4% $139.57 +17.4%
247 ANET ARISTA NETWORKS INC Technology 93,773.0 $11.5M 0.02% +28K +42.5% $122.78 +15.4%
248 EXPAND ENERGY CORPORATION 103,600.0 $11.4M 0.02% +94K +930.6% $109.78
249 SBRA SABRA HEALTH CARE REIT INC Real Estate 587,253.0 $11.3M 0.02% +184K +45.5% $19.23 +7.5%
250 SUI SUN CMNTYS INC Real Estate 87,098.0 $11.0M 0.02% +14K +18.3% $125.96 -4.4%
251 CC CHEMOURS CO Basic Materials 494,418.0 $10.9M 0.02% +486K +5551.8% $22.03 +4.1%
252 CENX CENTURY ALUM CO Basic Materials 184,061.0 $10.8M 0.02% +126K +219.6% $58.69 -6.4%
253 VLTO VERALTO CORP Industrials 121,533.0 $10.7M 0.02% +50K +68.8% $88.42 -4.1%
254 ADNT ADIENT PLC Consumer Cyclical 527,356.0 $10.7M 0.02% +339K +179.3% $20.21 +2.1%
255 EQX EQUINOX GOLD CORP Basic Materials 729,972.0 $10.6M 0.02% +151K +26.1% $14.45 -8.5%
256 ESNT ESSENT GROUP LTD Financial Services 172,668.0 $10.1M 0.02% +93K +116.3% $58.44 +3.4%
257 FIS FIDELITY NATL INFORMATION SV Technology 210,837.0 $9.9M 0.02% +190K +929.9% $46.91 -10.9%
258 OHI OMEGA HEALTHCARE INVS INC Real Estate 223,000.0 $9.8M 0.02% +196K +725.9% $43.82 +8.0%
259 SNEX STONEX GROUP INC Financial Services 120,831.0 $9.7M 0.02% +38K +45.3% $80.65 +36.7%
260 L LOEWS CORP Financial Services 90,616.0 $9.7M 0.02% +84K +1252.7% $106.74 -0.9%
Page 13 of 24  ·  475 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
Financial Services 27.2%
Technology 24.8%
Communication Services 9.2%
Energy 8.7%
Healthcare 7.9%
Consumer Cyclical 6.3%
Industrials 4.1%
Consumer Defensive 4.1%
Real Estate 3.0%
Basic Materials 2.6%