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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 22 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TLNC TALON CAP CORP Financial Services 1,249,999.0 $12.6M 0.02% NEW $10.10 +1.2%
422 IWD ISHARES TR 60,000.0 $12.6M 0.02% NEW $210.34 +10.5%
423 EQV VENTURES AC CORP. II 1,249,998.0 $12.5M 0.02% NEW $10.03
424 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 1,100,000.0 $12.5M 0.02% NEW $11.39 +2.6%
425 DELL DELL TECHNOLOGIES INC Technology 99,414.0 $12.5M 0.02% NEW $125.88 +92.9%
426 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 200,347.0 $12.5M 0.02% NEW $62.46 -8.8%
427 MESHFLOW ACQUISITION CORP 1,250,000.0 $12.5M 0.02% NEW $10.00
428 CIDARA THERAPEUTICS INC 56,375.0 $12.5M 0.02% NEW $220.89
429 EXR EXTRA SPACE STORAGE INC Real Estate 95,390.0 $12.4M 0.02% NEW $130.22 +6.3%
430 NIQ GLOBAL INTELLIGENCE PLC 750,000.0 $12.4M 0.02% NEW $16.49
431 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 209,582.0 $12.3M 0.02% NEW $58.87 -6.1%
432 GVA GRANITE CONSTR INC Industrials 106,479.0 $12.3M 0.02% NEW $115.35 +18.9%
433 ALUSSA ENERGY ACQUISITION CO 1,200,000.0 $12.1M 0.02% NEW $10.10
434 GENERAL PURP ACQUISITION COR 1,200,000.0 $12.0M 0.02% NEW $10.01
435 ENVIRI CORP 670,000.0 $12.0M 0.02% NEW $17.92
436 NVCR NOVOCURE LTD Healthcare 927,400.0 $12.0M 0.02% NEW $12.93 +37.0%
437 CVI CVR ENERGY INC Energy 469,888.0 $12.0M 0.02% NEW $25.44 +29.8%
438 BRZE BRAZE INC Technology 346,793.0 $11.9M 0.02% NEW $34.29 -38.0%
439 NMIH NMI HLDGS INC Financial Services 290,543.0 $11.9M 0.02% NEW $40.79 -7.4%
440 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 664,300.0 $11.8M 0.02% NEW $17.69 -22.0%
Page 22 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%