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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 38 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WK WORKIVA INC Technology 85,762.0 $5.1M 0.01% NEW $59.63 -16.5%
742 BMI BADGER METER INC Technology 33,298.0 $5.1M 0.01% NEW $152.35 -21.8%
743 SKYT SKYWATER TECHNOLOGY INC Technology 185,000.0 $5.1M 0.01% +123K +199.2% $27.41 +25.1%
744 EFX EQUIFAX INC Industrials 28,110.0 $5.1M 0.01% +23K +481.0% $180.07 -8.8%
745 MTZ MASTEC INC Industrials 15,700.0 $5.1M 0.01% NEW $321.74 +19.8%
746 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 500,000.0 $5.0M 0.01% $10.10 +1.7%
747 JCI JOHNSON CONTROLS INTERNATION Industrials 38,471.0 $5.0M 0.01% +14K +59.2% $130.95 +4.9%
748 SPACE ASSET ACQUISITION CORP 500,000.0 $5.0M 0.01% NEW $10.05
749 NEXTERA ENERGY INC 100,000.0 $5.0M 0.01% NEW $50.23
750 SPARTACUS ACQUISITION CORP I 500,000.0 $5.0M 0.01% NEW $10.04
751 AGI ALAMOS GOLD INC Basic Materials 112,497.0 $5.0M 0.01% NEW $44.47 -13.3%
752 LATA GALATA ACQUISITION CORP II Financial Services 499,998.0 $5.0M 0.01% NEW $9.99 +0.6%
753 INVEST GREEN ACQUISITION COR 500,000.0 $5.0M 0.01% NEW $9.94
754 BLUE WTR ACQUISITION CORP IV 500,000.0 $5.0M 0.01% NEW $9.92
755 DSAC DAEDALUS SPL ACQUISITION COR Financial Services 500,000.0 $5.0M 0.01% NEW $9.91 +0.4%
756 BLRK BLUEROCK ACQUISITION CORP Financial Services 499,998.0 $5.0M 0.01% NEW $9.91 +0.4%
757 ACTIVATE ENERGY ACQUISIT COR 500,000.0 $4.9M 0.01% NEW $9.89
758 X3 ACQUISITION CORP LTD 500,000.0 $4.9M 0.01% NEW $9.84
759 AES AES CORP Utilities 348,266.0 $4.9M 0.01% +320K +1137.1% $14.09 +3.4%
760 IMXI INTERNATIONAL MONEY EXPRESS Technology 309,977.0 $4.9M 0.01% $15.80 -2.9%
Page 38 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%