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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 25 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IWM CALL ISHARES TR 50,000.0 $12.4M 0.02% NEW $248.00 +10.1%
482 AXON AXON ENTERPRISE INC Industrials 29,187.0 $12.4M 0.02% -7K -20.1% $424.69 -7.6%
483 MESH MESHFLOW ACQUISITION CORP Financial Services 1,249,998.0 $12.4M 0.02% NEW $9.89 +1.0%
484 MDA MDA SPACE LTD Technology 486,600.0 $12.3M 0.02% NEW $25.32 +57.5%
485 MOUNTAIN LAKE ACQUISIT CORP 1,250,000.0 $12.3M 0.02% NEW $9.85
486 AVERIN CAP ACQUISITION CORP 1,230,000.0 $12.3M 0.02% NEW $9.99
487 FVAV FORTRESS VALUE ACQU CORP V Financial Services 1,225,000.0 $12.3M 0.02% NEW $10.02 +0.8%
488 RCI ROGERS COMMUNICATIONS INC Communication Services 317,533.0 $12.2M 0.02% +233K +277.6% $38.45 -7.6%
489 PAYX PAYCHEX INC Industrials 131,659.0 $12.1M 0.02% -725K -84.6% $92.12 +2.6%
490 SPSC SPS COMM INC Technology 217,277.0 $12.1M 0.02% +104K +92.0% $55.67 -4.7%
491 PIPR PIPER SANDLER COMPANIES Financial Services 157,984.0 $12.1M 0.02% NEW $76.55 +3.5%
492 CPT CAMDEN PPTY TR Real Estate 123,795.0 $12.1M 0.02% -31K -19.9% $97.66 +7.1%
493 MASI MASIMO CORP Healthcare 67,600.0 $12.0M 0.02% NEW $177.87 +0.5%
494 TER TERADYNE INC Technology 40,535.0 $12.0M 0.02% +34K +554.7% $296.46 +8.3%
495 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 1,100,000.0 $11.9M 0.02% $10.83 +6.8%
496 ALDABRA 4 LQDTY OPP VEH INC 1,200,000.0 $11.9M 0.02% NEW $9.89
497 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 59,498.0 $11.8M 0.02% -4K -6.2% $197.50 +22.6%
498 STT STATE STR CORP Financial Services 92,534.0 $11.7M 0.02% +6K +7.5% $126.56 +21.5%
499 ENSG ENSIGN GROUP INC Healthcare 58,056.0 $11.7M 0.02% +13K +28.1% $201.50 -12.3%
500 WU WESTERN UN CO Financial Services 1,340,000.0 $11.7M 0.02% NEW $8.73 -3.1%
Page 25 of 74  ·  1,469 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%