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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 14 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CBSH COMMERCE BANCSHARES INC Financial Services 29,200.0 $1.4M 0.00% NEW $49.20 +4.3%
262 EFC ELLINGTON FINANCIAL INC Real Estate 108,392.0 $1.3M 0.00% NEW $11.85 +12.9%
263 UBS UBS GROUP AG Financial Services 31,982.0 $1.2M 0.00% NEW $39.07 +18.6%
264 LEAPFROG ACQUISITION CORP 125,000.0 $1.2M 0.00% NEW $9.93
265 KRYS KRYSTAL BIOTECH INC Healthcare 4,664.0 $1.2M 0.00% NEW $258.32 +16.9%
266 XANADU QUANTUM TECHNOLO LTD 151,966.0 $1.2M 0.00% NEW $7.66
267 ORLA ORLA MNG LTD NEW Basic Materials 71,848.0 $1.2M 0.00% NEW $16.08 -16.4%
268 AMCOR PLC 29,030.0 $1.2M 0.00% NEW $39.75
269 PERIMETER SOLUTIONS INC 47,000.0 $1.1M 0.00% NEW $24.42
270 UWMC UWM HOLDINGS CORPORATION Financial Services 316,981.0 $1.1M 0.00% NEW $3.62 -15.6%
271 ETORO GROUP LTD 37,922.0 $1.1M 0.00% NEW $30.03
272 NKTR NEKTAR THERAPEUTICS Healthcare 15,813.0 $1.1M 0.00% NEW $71.95 -4.1%
273 GSHD GOOSEHEAD INS INC Financial Services 25,200.0 $1.1M 0.00% NEW $42.66 -5.4%
274 ASAN ASANA INC Technology 158,732.0 $1.0M 0.00% NEW $6.40 -0.8%
275 SKEENA RES LTD NEW 32,379.0 $964K 0.00% NEW $29.77
276 CGAU CENTERRA GOLD INC Basic Materials 53,533.0 $952K 0.00% NEW $17.78 -2.2%
277 MADISON SQUARE GARDEN ENTMT 16,011.0 $943K 0.00% NEW $58.91
278 INFLEQTION INC 200,000.0 $885K 0.00% NEW $4.42
279 FLS FLOWSERVE CORP Industrials 11,234.0 $826K 0.00% NEW $73.51 -10.9%
280 ALLIED GOLD CORP 25,676.0 $796K 0.00% NEW $30.99
Page 14 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%