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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 12 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KARBON CAP PARTNERS CORP 275,000.0 $2.8M 0.00% NEW $10.05
222 KAI KADANT INC Industrials 9,427.0 $2.8M 0.00% NEW $292.35 +9.7%
223 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 88,328.0 $2.7M 0.00% NEW $30.85 -5.9%
224 BTGO BITGO HOLDINGS INC Financial Services 325,000.0 $2.7M 0.00% NEW $8.23 -1.7%
225 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 250,000.0 $2.5M 0.00% NEW $10.12 +0.0%
226 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 116,000.0 $2.5M 0.00% NEW $21.75 +27.2%
227 RB GLOBAL INC 25,900.0 $2.5M 0.00% NEW $95.85
228 SORN SOREN ACQUISITION CORP Financial Services 250,000.0 $2.5M 0.00% NEW $9.87 +0.4%
229 ALLY ALLY FINL INC Financial Services 62,800.0 $2.5M 0.00% NEW $39.23 +8.1%
230 KEX KIRBY CORP Industrials 18,500.0 $2.5M 0.00% NEW $132.88 +10.8%
231 ACMR ACM RESH INC Technology 57,148.0 $2.2M 0.00% NEW $39.35 +58.7%
232 ITT ITT INC Industrials 11,800.0 $2.2M 0.00% NEW $190.53 +2.2%
233 HMY HARMONY GOLD MNG LTD Basic Materials 146,266.0 $2.2M 0.00% NEW $15.37 +6.9%
234 OUTFRONT MEDIA INC 80,600.0 $2.1M 0.00% NEW $26.50
235 IRT INDEPENDENCE RLTY TR INC Real Estate 135,700.0 $2.0M 0.00% NEW $14.89 +9.0%
236 COUR COURSERA INC Consumer Defensive 345,100.0 $2.0M 0.00% NEW $5.82 -2.1%
237 UGI UGI CORP NEW Utilities 54,617.0 $2.0M 0.00% NEW $36.42 -5.4%
238 PAGS PAGSEGURO DIGITAL LTD Technology 198,300.0 $2.0M 0.00% NEW $10.02 -8.7%
239 ITHA ITHAX ACQUISITION CORP III Financial Services 200,000.0 $2.0M 0.00% NEW $9.90 +1.0%
240 LZ LEGALZOOM COM INC Industrials 339,212.0 $1.9M 0.00% NEW $5.67 +13.0%
Page 12 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%