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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $59.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1367 New
Page 17 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ATS CORPORATION 753,492.0 $20.8M 0.04% NEW $27.55
322 AXON AXON ENTERPRISE INC Industrials 36,525.0 $20.7M 0.04% NEW $567.93 -31.0%
323 XME SPDR SERIES TRUST 200,000.0 $20.7M 0.04% NEW $103.61 +11.6%
324 DRH DIAMONDROCK HOSPITALITY CO Real Estate 2,292,360.0 $20.5M 0.03% NEW $8.96 +17.2%
325 WSM WILLIAMS SONOMA INC Consumer Cyclical 114,814.0 $20.5M 0.03% NEW $178.59 -2.8%
326 TSHA TAYSHA GENE THERAPIES INC Healthcare 3,722,000.0 $20.5M 0.03% NEW $5.50 +14.5%
327 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 229,903.0 $20.3M 0.03% NEW $88.21 +14.2%
328 VISN COMMSCOPE HLDG CO INC Technology 1,106,621.0 $20.1M 0.03% NEW $18.13 -37.0%
329 JAZZ INVESTMENTS I LTD 15,000,000.0 $20.0M 0.03% NEW $1.33
330 DRUGS MADE IN AMER ACQ II CO 2,000,000.0 $20.0M 0.03% NEW $10.00
331 SOLARIS ENERGY INFRAS INC 10,000,000.0 $20.0M 0.03% NEW $2.00
332 ABNB AIRBNB INC Consumer Cyclical 147,054.0 $20.0M 0.03% NEW $135.72 -2.1%
333 RIVIAN AUTOMOTIVE INC 17,500,000.0 $19.7M 0.03% NEW $1.12
334 TLT CALL ISHARES TR 225,000.0 $19.6M 0.03% NEW $87.16 -4.0%
335 EXEL EXELIXIS INC Healthcare 446,000.0 $19.5M 0.03% NEW $43.83 +16.6%
336 MSI MOTOROLA SOLUTIONS INC Technology 50,584.0 $19.4M 0.03% NEW $383.32 +4.2%
337 DXCM DEXCOM INC Healthcare 289,945.0 $19.2M 0.03% NEW $66.37 -12.9%
338 HEICO CORP NEW 75,138.0 $19.0M 0.03% NEW $252.43
339 BETTER HOME & FINANCE HOLDIN 578,960.0 $18.9M 0.03% NEW $32.58
340 VSAT VIASAT INC Technology 547,275.0 $18.9M 0.03% NEW $34.46 +115.6%
Page 17 of 69  ·  1,367 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 33.1%
Technology 27.3%
Communication Services 8.6%
Energy 6.9%
Healthcare 6.4%
Consumer Cyclical 5.4%
Industrials 5.1%
Consumer Defensive 2.9%
Real Estate 2.2%
Basic Materials 1.2%