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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 8 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BRIGHTSPRING HEALTH SVCS INC 125,000.0 $17.8M 0.03% -75K -37.5% $142.04
142 AMER SPORTS INC 536,201.0 $17.7M 0.03% -442K -45.2% $32.92
143 ALL ALLSTATE CORP Financial Services 84,330.0 $17.5M 0.03% -158K -65.2% $207.34 +8.3%
144 ABNB AIRBNB INC Consumer Cyclical 137,692.0 $17.4M 0.03% -9K -6.4% $126.28 +3.9%
145 ALIBABA GROUP HLDG LTD 12,500,000.0 $17.4M 0.03% -2.5M -16.7% $1.39
146 FANG DIAMONDBACK ENERGY INC Energy 86,162.0 $17.0M 0.03% -9K -9.4% $197.79 +4.0%
147 ADSK AUTODESK INC Technology 68,917.0 $16.5M 0.03% -4K -6.0% $239.40 +2.0%
148 EXC EXELON CORP Utilities 332,509.0 $16.3M 0.03% -17K -4.8% $49.02 -10.3%
149 XEL XCEL ENERGY INC Utilities 200,781.0 $16.0M 0.03% -4K -1.8% $79.44 -1.7%
150 PLAY DAVE & BUSTERS ENTMT INC Communication Services 1,456,000.0 $15.8M 0.03% -59K -3.9% $10.83 -4.0%
151 ORCL ORACLE CORP Technology 106,507.0 $15.7M 0.03% -238K -69.1% $147.11 +26.9%
152 BE BLOOM ENERGY CORP Industrials 115,340.0 $15.6M 0.03% -5K -3.8% $135.49 +92.9%
153 LUMN LUMEN TECHNOLOGIES INC Communication Services 2,224,000.0 $15.5M 0.03% -77K -3.4% $6.95 +39.1%
154 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 636,200.0 $15.0M 0.02% -264K -29.3% $23.56 -17.2%
155 XHB SPDR SERIES TRUST 150,000.0 $14.8M 0.02% -300K -66.7% $98.72 -3.9%
156 ACGL ARCH CAP GROUP LTD Financial Services 152,461.0 $14.6M 0.02% -206K -57.5% $95.99 +0.4%
157 AKAMAI TECHNOLOGIES INC 12,500,000.0 $14.3M 0.02% -5.0M -28.6% $1.14
158 IRHYTHM HOLDINGS INC 13,000,000.0 $14.2M 0.02% -2.0M -13.3% $1.10
159 JAZZ INVESTMENTS I LTD 10,000,000.0 $14.2M 0.02% -5.0M -33.3% $1.42
160 CVE CENOVUS ENERGY INC Energy 518,700.0 $13.8M 0.02% -14.9M -96.6% $26.53 +19.0%
Page 8 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%