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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 3 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CLS CELESTICA INC Technology 58,487.0 $16.5M 0.03% NEW $281.79 +27.2%
42 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 433,800.0 $15.6M 0.03% NEW $36.06 +5.2%
43 CPNG COUPANG INC Consumer Cyclical 781,300.0 $14.8M 0.02% NEW $18.88 -12.1%
44 BRX BRIXMOR PPTY GROUP INC Real Estate 498,474.0 $14.4M 0.02% NEW $28.80 +1.5%
45 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 643,738.0 $13.8M 0.02% NEW $21.44 +0.4%
46 TU TELUS CORPORATION Communication Services 1,073,616.0 $13.8M 0.02% NEW $12.85 -3.6%
47 ECG EVERUS CONSTR GROUP Industrials 114,800.0 $13.6M 0.02% NEW $118.06 +36.5%
48 SBXE SILVERBOX CORP V Financial Services 1,350,000.0 $13.4M 0.02% NEW $9.92 +1.1%
49 TSEM TOWER SEMICONDUCTOR LTD Technology 73,900.0 $13.0M 0.02% NEW $175.48 +60.0%
50 OIM ONEIM ACQUISITION CORP Financial Services 1,250,000.0 $12.5M 0.02% NEW $10.02 -0.3%
51 IWM CALL ISHARES TR 50,000.0 $12.4M 0.02% NEW $248.00 +11.9%
52 MESH MESHFLOW ACQUISITION CORP Financial Services 1,249,998.0 $12.4M 0.02% NEW $9.89 +1.0%
53 MDA MDA SPACE LTD Technology 486,600.0 $12.3M 0.02% NEW $25.32 +55.0%
54 MOUNTAIN LAKE ACQUISIT CORP 1,250,000.0 $12.3M 0.02% NEW $9.85
55 AVERIN CAP ACQUISITION CORP 1,230,000.0 $12.3M 0.02% NEW $9.99
56 FVAV FORTRESS VALUE ACQU CORP V Financial Services 1,225,000.0 $12.3M 0.02% NEW $10.02 +0.8%
57 PIPR PIPER SANDLER COMPANIES Financial Services 157,984.0 $12.1M 0.02% NEW $76.55 +5.2%
58 MASI MASIMO CORP Healthcare 67,600.0 $12.0M 0.02% NEW $177.87 +0.3%
59 ALDABRA 4 LQDTY OPP VEH INC 1,200,000.0 $11.9M 0.02% NEW $9.89
60 WU WESTERN UN CO Financial Services 1,340,000.0 $11.7M 0.02% NEW $8.73 -4.8%
Page 3 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%