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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 47 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ALB ALBEMARLE CORP Basic Materials 14,627.0 $2.6M 0.00% -455.0 -3.0% $179.53 -4.5%
922 TSN TYSON FOODS INC Consumer Defensive 40,623.0 $2.6M 0.00% +29K +263.1% $64.07 +2.6%
923 FINV FINVOLUTION GROUP Financial Services 542,600.0 $2.6M 0.00% -186K -25.5% $4.79 +2.1%
924 NHIC NEWHOLD INVT CORP III Financial Services 250,000.0 $2.6M 0.00% $10.39 +1.3%
925 COPX GLOBAL X FDS 33,920.0 $2.6M 0.00% -311K -90.2% $76.35 +3.9%
926 HELE HELEN OF TROY LTD Consumer Defensive 179,500.0 $2.6M 0.00% -52K -22.4% $14.42 +64.3%
927 JBLU JETBLUE AIRWAYS CORP Industrials 584,923.0 $2.6M 0.00% +79K +15.6% $4.42 -0.2%
928 EBAY EBAY INC. Consumer Cyclical 28,401.0 $2.6M 0.00% +11K +59.0% $91.02 +24.3%
929 ALLE ALLEGION PLC Industrials 17,785.0 $2.6M 0.00% +14K +422.9% $145.29 -12.9%
930 SYBT STOCK YDS BANCORP INC Financial Services 38,880.0 $2.6M 0.00% -17K -30.9% $66.29 +5.1%
931 FIFTH ERA ACQUISITION CORP I 250,000.0 $2.6M 0.00% $10.30
932 IPCX INFLECTION PT ACQUISITION CO Financial Services 250,000.0 $2.6M 0.00% $10.21 +1.0%
933 1RT ACQUISITION CORP. 250,000.0 $2.5M 0.00% $10.14
934 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 250,000.0 $2.5M 0.00% NEW $10.12 +0.0%
935 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 116,000.0 $2.5M 0.00% NEW $21.75 +26.4%
936 PRG PROG HOLDINGS INC Industrials 87,838.0 $2.5M 0.00% -44K -33.6% $28.69 +15.0%
937 ACIW ACI WORLDWIDE INC Technology 60,972.0 $2.5M 0.00% -38K -38.3% $41.01 +5.2%
938 TRUP TRUPANION INC Financial Services 97,457.0 $2.5M 0.00% -27K -21.6% $25.61 -12.8%
939 EQT EQT CORP Energy 39,211.0 $2.5M 0.00% +15K +58.9% $63.64 -8.9%
940 RB GLOBAL INC 25,900.0 $2.5M 0.00% NEW $95.85
Page 47 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%