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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 16 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BZ KANZHUN LIMITED Industrials 1,953,200.0 $26.2M 0.04% -1.1M -36.5% $13.39 +5.8%
302 WEN WENDYS CO Consumer Cyclical 3,750,000.0 $26.1M 0.04% NEW $6.95 +12.4%
303 GEV GE VERNOVA INC Utilities 29,582.0 $25.8M 0.04% +19K +175.8% $872.90 +13.9%
304 SSRM SSR MINING IN Basic Materials 878,192.0 $25.8M 0.04% +710K +423.4% $29.40 +0.9%
305 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 454,638.0 $25.8M 0.04% +401K +752.6% $56.77 -14.3%
306 IAG IAMGOLD CORP Basic Materials 1,364,975.0 $25.7M 0.04% NEW $18.82 -11.4%
307 AVPT AVEPOINT INC Technology 2,675,587.0 $25.4M 0.04% +535K +25.0% $9.51 +10.3%
308 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 272,782.0 $25.2M 0.04% -19K -6.5% $92.31 -0.5%
309 BIRKENSTOCK HOLDING PLC 700,000.0 $25.1M 0.04% -400K -36.4% $35.83
310 HOOD ROBINHOOD MKTS INC Financial Services 361,741.0 $25.1M 0.04% +331K +1063.7% $69.30 +8.3%
311 SJNK SPDR SERIES TRUST 1,000,000.0 $25.0M 0.04% $24.98 -0.3%
312 CTAS CINTAS CORP Industrials 147,226.0 $24.9M 0.04% +11K +7.8% $169.14 +2.1%
313 CDNS CADENCE DESIGN SYSTEM INC Technology 89,505.0 $24.9M 0.04% -5K -4.9% $277.87 +23.5%
314 CSX CSX CORP Industrials 604,488.0 $24.8M 0.04% -39K -6.1% $41.05 +11.6%
315 XLF CALL SELECT SECTOR SPDR TR 500,000.0 $24.7M 0.04% +250K +100.0% $49.37 +4.0%
316 SNPS SYNOPSYS INC Technology 62,255.0 $24.7M 0.04% -2K -3.1% $396.48 +24.8%
317 CSGS CSG SYS INTL INC Technology 308,247.0 $24.6M 0.04% +276K +861.9% $79.94 +0.9%
318 TROW PRICE T ROWE GROUP INC Financial Services 271,137.0 $24.4M 0.04% +43K +18.6% $90.14 +12.1%
319 ZS ZSCALER INC Technology 172,167.0 $24.2M 0.04% -7K -3.7% $140.29 +26.6%
320 THC TENET HEALTHCARE CORP Healthcare 127,677.0 $24.1M 0.04% +108K +535.9% $188.71 -3.2%
Page 16 of 74  ·  1,469 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%