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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 10 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 400,000.0 $4.0M 0.01% NEW $9.98 +0.3%
182 INSIGHT DIGITAL PARTNERS II 400,000.0 $4.0M 0.01% NEW $9.96
183 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 400,000.0 $4.0M 0.01% NEW $9.94 +0.6%
184 VENTURE GLOBAL INC 251,000.0 $4.0M 0.01% NEW $15.76
185 EHC ENCOMPASS HEALTH CORP Healthcare 40,558.0 $3.9M 0.01% NEW $96.73 +10.4%
186 AXGN AXOGEN INC Healthcare 116,108.0 $3.8M 0.01% NEW $33.13 +25.4%
187 AVT AVNET INC Technology 61,400.0 $3.8M 0.01% NEW $61.62 +35.7%
188 ASST STRIVE INC Communication Services 372,206.0 $3.7M 0.01% NEW $10.02 +57.4%
189 FSM FORTUNA MNG CORP Basic Materials 363,206.0 $3.6M 0.01% NEW $9.93 -3.1%
190 RALLIANT CORP 86,400.0 $3.6M 0.01% NEW $41.59
191 ILF ISHARES TR 101,000.0 $3.6M 0.01% NEW $35.52 -2.2%
192 CURV TORRID HLDGS INC Consumer Cyclical 2,000,000.0 $3.6M 0.01% NEW $1.78 -26.4%
193 SSNC SS&C TECH HLDGS Technology 52,346.0 $3.5M 0.01% NEW $67.57 -0.3%
194 WILLOW LANE ACQUISITION CRP 350,000.0 $3.5M 0.01% NEW $10.10
195 CHENGHE ACQUISITION III CO 350,000.0 $3.5M 0.01% NEW $10.09
196 FNF FIDELITY NATL FINL INC Financial Services 75,900.0 $3.5M 0.01% NEW $46.38 +6.5%
197 CARG CARGURUS INC Consumer Cyclical 102,401.0 $3.5M 0.01% NEW $34.05 -14.4%
198 VMI VALMONT INDS INC Industrials 8,700.0 $3.5M 0.01% NEW $399.57 +25.7%
199 ACLX ARCELLX INC Healthcare 30,000.0 $3.4M 0.01% NEW $114.82 +0.2%
200 CIEN CIENA CORP Technology 8,845.0 $3.4M 0.01% NEW $388.23 +36.0%
Page 10 of 19  ·  361 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%