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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 13 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KINIKSA PHARMACEUTICALS INTL 88,600.0 $4.3M 0.01% -60K -40.5% $48.15
242 TENB TENABLE HLDGS INC Technology 250,000.0 $4.2M 0.01% -224K -47.2% $16.91 +36.7%
243 BLBD BLUE BIRD CORP Consumer Cyclical 73,398.0 $4.2M 0.01% -55K -42.9% $56.79 +13.8%
244 TDG TRANSDIGM GROUP INC Industrials 3,545.0 $4.1M 0.01% -119.0 -3.2% $1158.96 +2.0%
245 BP BP PLC Energy 83,657.0 $3.9M 0.01% -5.7M -98.5% $47.00 -1.8%
246 SLDP SOLID POWER INC Industrials 1,255,988.0 $3.8M 0.01% -582K -31.6% $3.00 -9.3%
247 BRBR BELLRING BRANDS INC Consumer Defensive 229,700.0 $3.7M 0.01% -100K -30.3% $16.09 -44.7%
248 BRZE BRAZE INC Technology 154,651.0 $3.7M 0.01% -192K -55.4% $23.61 -7.8%
249 MHO M/I HOMES INC Consumer Cyclical 29,435.0 $3.6M 0.01% -14K -32.0% $122.45 +1.2%
250 PERIMETER ACQUISITION CORP I 350,000.0 $3.6M 0.01% -100K -22.2% $10.25
251 OKE ONEOK INC NEW Energy 39,521.0 $3.6M 0.01% -838K -95.5% $90.39 +3.7%
252 GPRE GREEN PLAINS INC Basic Materials 217,001.0 $3.6M 0.01% -213K -49.6% $16.45 +3.0%
253 EAT BRINKER INTL INC Consumer Cyclical 25,000.0 $3.6M 0.01% -134K -84.2% $142.77 -7.3%
254 CVI CVR ENERGY INC Energy 105,684.0 $3.6M 0.01% -364K -77.5% $33.65 +2.6%
255 AJG GALLAGHER ARTHUR J & CO Financial Services 16,138.0 $3.5M 0.01% -7K -28.8% $216.58 -6.1%
256 BETA BETA TECHNOLOGIES INC Industrials 225,000.0 $3.3M 0.01% -255K -53.2% $14.70 -0.7%
257 CBT CABOT CORP Basic Materials 43,128.0 $3.2M 0.01% -89K -67.5% $75.31 +8.8%
258 ZTS ZOETIS INC Healthcare 26,513.0 $3.1M 0.01% -115K -81.2% $118.21 -34.3%
259 AME AMETEK INC Industrials 14,458.0 $3.1M 0.01% -8K -36.0% $214.36 +3.2%
260 LIVN LIVANOVA PLC Healthcare 48,657.0 $3.1M 0.01% -53K -51.9% $63.56 +13.6%
Page 13 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%