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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 11 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BCC BOISE CASCADE CO DEL Basic Materials 105,659.0 $8.0M 0.01% -9K -8.0% $75.85 -13.7%
202 ALX ALEXANDERS INC Real Estate 33,800.0 $8.0M 0.01% -10K -22.5% $236.20 +0.3%
203 SRPT SAREPTA THERAPEUTICS INC Healthcare 365,329.0 $7.9M 0.01% -114K -23.8% $21.76 -21.8%
204 NVCR NOVOCURE LTD Healthcare 726,400.0 $7.9M 0.01% -201K -21.7% $10.90 +60.2%
205 PJT PJT PARTNERS INC Financial Services 56,188.0 $7.9M 0.01% -8K -13.1% $139.72 +12.3%
206 TARS TARSUS PHARMACEUTICALS INC Healthcare 108,800.0 $7.6M 0.01% -53K -32.8% $70.15 -10.4%
207 WEC ENERGY GROUP INC 6,000,000.0 $7.4M 0.01% -10.0M -62.5% $1.24
208 XLU SELECT SECTOR SPDR TR 161,733.0 $7.4M 0.01% -1.1M -87.6% $45.89 -3.4%
209 SYK STRYKER CORPORATION Healthcare 21,633.0 $7.1M 0.01% -152K -87.5% $328.59 -4.7%
210 URGN UROGEN PHARMA LTD Healthcare 387,074.0 $7.0M 0.01% -738K -65.6% $17.98 +59.0%
211 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 767,237.0 $6.9M 0.01% -32K -4.0% $9.01 +15.4%
212 FORM FORMFACTOR INC Technology 71,055.0 $6.9M 0.01% -100K -58.5% $96.99 +21.1%
213 CW CURTISS WRIGHT CORP Industrials 10,105.0 $6.9M 0.01% -2K -16.9% $681.12 +4.3%
214 SILVERCORP METALS INC 2,667,000.0 $6.9M 0.01% -2.0M -42.9% $2.57
215 FEDERATED HERMES INC 116,666.0 $6.6M 0.01% -35K -23.0% $56.71
216 GVA GRANITE CONSTR INC Industrials 55,100.0 $6.6M 0.01% -51K -48.2% $119.88 +14.5%
217 AXS AXIS CAP HLDGS LTD Financial Services 64,000.0 $6.5M 0.01% -19K -22.9% $101.41 -1.3%
218 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 451,503.0 $6.5M 0.01% -5K -1.1% $14.35 -17.8%
219 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 54,200.0 $6.2M 0.01% -14K -20.8% $114.73 -8.8%
220 WEC ENERGY GROUP INC 5,000,000.0 $6.0M 0.01% -5.0M -50.0% $1.21
Page 11 of 21  ·  403 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%