ONTARIO TEACHERS PENSION PLAN BOARD

data from 30/09/2025

Capitalization

$ 4.741 B -6.52 %

Average holding period

10 ans

Performance

$ 14.198 B 104 642.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ONTARIO TEACHERS PENSION PLAN BOARD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GFL GFL ENVIRONMENTAL INC 24.27% 1.151 B $ 24297510 2020/03/31 -81.440 M $ -6.10 %
2025/09/30 PONY PONY AI INC 10.27% 486.723 M $ 21641766 2024/12/31 201.052 M $ 70.38 %
2025/09/30 HYG ISHARES TR 8.73% 414.069 M $ 5100000 2025/06/30 1.998 M $ 0.67 %
2025/09/30 COF CAPITAL ONE FINL CORP 3.97% 188.167 M $ 885160 2025/06/30 -147.274 K $ -0.08 %
2025/09/30 WMT WALMART INC 3.68% 174.635 M $ 1694499 2023/03/31 9.481 M $ 5.40 %
2025/09/30 CRM SALESFORCE INC 3.58% 169.702 M $ 716041 2023/06/30 -24.171 M $ -13.09 %
2025/09/30 BAC BANK AMERICA CORP 3.35% 159.027 M $ 3082510 2024/09/30 17.537 M $ 9.02 %
2025/09/30 CMI CUMMINS INC 2.87% 135.893 M $ 321740 2010/03/31 41.360 M $ 28.97 %
2025/09/30 HON HONEYWELL INTL INC 2.85% 135.223 M $ 642389 2009/03/31 -13.432 M $ -9.61 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 2.55% 121.088 M $ 346430 2024/12/31 6.159 M $ 5.23 %
2025/09/30 MSFT MICROSOFT CORP 2.48% 117.368 M $ 226601 2020/03/31 8.116 M $ 4.13 %
2025/09/30 TEAM ATLASSIAN CORPORATION 2.25% 106.461 M $ 666629 2025/09/30 0.000 $ 0.00 %
2025/09/30 GE GE AEROSPACE 2.24% 106.275 M $ 353284 2025/03/31 18.889 M $ 16.87 %
2025/09/30 T AT&T INC 2.21% 104.838 M $ 3712381 2023/03/31 -2.868 M $ -2.42 %
2025/09/30 NVDA NVIDIA CORPORATION 1.96% 93.008 M $ 498488 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROST ROSS STORES INC 1.59% 75.165 M $ 493244 2025/09/30 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 1.47% 69.619 M $ 608026 2024/03/31 -6.064 M $ -7.67 %
2025/09/30 AZN ASTRAZENECA PLC 1.32% 62.748 M $ 817880 2025/06/30 9.488 M $ 9.79 %
2025/09/30 ABBV ABBVIE INC 1.15% 54.585 M $ 235747 2019/09/30 0.000 $ 0.00 %
2025/09/30 BLK BLACKROCK INC 1.04% 49.239 M $ 42234 2024/12/31 76.386 K $ 11.11 %
2025/09/30 PINS PINTEREST INC 1.01% 48.077 M $ 1494452 2021/06/30 -6.053 M $ -10.29 %
2025/09/30 SA SEABRIDGE GOLD INC 0.76% 35.943 M $ 1490415 2023/06/30 14.353 M $ 66.29 %
2025/09/30 LLY ELI LILLY & CO 0.73% 34.613 M $ 45365 2024/12/31 -1.255 M $ -2.12 %
2025/09/30 BURL BURLINGTON STORES INC 0.70% 33.403 M $ 131251 2025/09/30 0.000 $ 0.00 %
2025/09/30 FORD MTR CO 0.64% 30.481 M $ 30000000 2022/03/31 792.249 K $ 3.21 %
2025/09/30 COOK TRAEGER INC 0.64% 30.126 M $ 24693075 2021/09/30 -12.100 M $ -28.66 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.60% 28.355 M $ 139253 2025/06/30 -142.038 K $ -0.50 %
2025/09/30 UBER TECHNOLOGIES INC 0.46% 22.031 M $ 15000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOTIFY USA INC 0.43% 20.376 M $ 15000000 2025/03/31 0.000 $ 0.00 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.42% 19.995 M $ 204804 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZS ZSCALER INC 0.42% 19.902 M $ 66414 2025/09/30 0.000 $ 0.00 %
2025/09/30 H WORLD GROUP LTD 0.37% 17.729 M $ 16000000 2021/09/30 800.000 K $ 4.72 %
2025/09/30 NUTANIX INC 0.29% 13.824 M $ 10000000 2025/06/30 -100.000 K $ -1.42 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.24% 11.543 M $ 23798 2025/09/30 0.000 $ 0.00 %
2025/09/30 VAIL RESORTS INC 0.21% 9.840 M $ 10000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BZH BEAZER HOMES USA INC 0.20% 9.673 M $ 394000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SEA LTD 0.20% 9.574 M $ 10000000 2021/09/30 112.200 K $ 1.19 %
2025/09/30 LAMR LAMAR ADVERTISING CO NEW 0.19% 8.915 M $ 72820 2020/12/31 81.290 K $ 0.87 %
2025/09/30 HST HOST HOTELS & RESORTS INC 0.18% 8.697 M $ 511011 2022/09/30 807.005 K $ 10.81 %
2025/09/30 WPC WP CAREY INC 0.17% 8.280 M $ 122544 2023/09/30 515.465 K $ 8.32 %
2025/09/30 SWX SOUTHWEST GAS HLDGS INC 0.17% 8.234 M $ 105102 2024/06/30 422.756 K $ 5.31 %
2025/09/30 CPT CAMDEN PPTY TR 0.15% 7.109 M $ 66574 2023/03/31 -285.848 K $ -5.24 %
2025/09/30 DTE DTE ENERGY CO 0.15% 7.080 M $ 50057 2023/12/31 404.125 K $ 6.77 %
2025/09/30 AIRBNB INC 0.14% 6.852 M $ 7000000 2022/09/30 97.789 K $ 1.45 %
2025/09/30 BLOCK INC 0.14% 6.791 M $ 7000000 2022/09/30 117.179 K $ 1.76 %
2025/09/30 UGI UGI CORP NEW 0.13% 6.339 M $ 190596 2024/03/31 -697.753 K $ -8.68 %
2025/09/30 PK PARK HOTELS & RESORTS INC 0.13% 6.161 M $ 556013 2022/03/31 205.809 K $ 8.31 %
2025/09/30 TRIPADVISOR INC 0.13% 6.085 M $ 6237000 2022/09/30 86.507 K $ 1.44 %
2025/09/30 NSA NATIONAL STORAGE AFFILIATES 0.13% 6.065 M $ 200695 2022/03/31 -262.128 K $ -5.53 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 0.13% 5.967 M $ 42701 2023/09/30 -239.465 K $ -5.59 %
2025/09/30 EVRG EVERGY INC 0.12% 5.805 M $ 76358 2022/09/30 440.671 K $ 10.29 %
2025/09/30 SNAP INC 0.12% 5.551 M $ 6000000 2022/09/30 129.419 K $ 2.39 %
2025/09/30 SAM BOSTON BEER INC 0.12% 5.527 M $ 26141 2024/03/31 619.619 K $ 10.80 %
2025/09/30 DOC HEALTHPEAK PROPERTIES INC 0.11% 5.294 M $ 276439 2025/03/31 360.849 K $ 9.37 %
2025/09/30 INGR INGREDION INC 0.11% 5.213 M $ 42690 2024/03/31 -618.204 K $ -9.96 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.11% 5.186 M $ 5603 2005/12/31 -283.156 K $ -6.50 %
2025/09/30 DROPBOX INC 0.11% 5.171 M $ 5000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 POR PORTLAND GEN ELEC CO 0.11% 5.059 M $ 114973 2025/09/30 0.000 $ 0.00 %
2025/09/30 GIS GENERAL MLS INC 0.10% 4.938 M $ 97932 2019/12/31 -72.295 K $ -2.68 %
2025/09/30 DAYFORCE INC 0.10% 4.897 M $ 5000000 2025/06/30 105.999 K $ 2.21 %
2025/09/30 OHI OMEGA HEALTHCARE INVS INC 0.10% 4.863 M $ 115190 2023/03/31 697.876 K $ 15.20 %
2025/09/30 DHR DANAHER CORPORATION 0.10% 4.737 M $ 23894 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXRH TEXAS ROADHOUSE INC 0.10% 4.708 M $ 28334 2020/12/31 -418.120 K $ -11.34 %
2025/09/30 CDP COPT DEFENSE PROPERTIES 0.10% 4.632 M $ 159401 2023/06/30 332.977 K $ 5.37 %
2025/09/30 BKH BLACK HILLS CORP 0.09% 4.411 M $ 71611 2022/06/30 516.735 K $ 9.79 %
2025/09/30 NFG NATIONAL FUEL GAS CO 0.09% 4.383 M $ 47453 2020/12/31 279.681 K $ 9.04 %
2025/09/30 KHC KRAFT HEINZ CO 0.09% 4.203 M $ 161397 2024/12/31 5.786 K $ 0.85 %
2025/09/30 LOPE GRAND CANYON ED INC 0.09% 4.109 M $ 18720 2021/09/30 437.015 K $ 16.15 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.08% 4.012 M $ 743 2021/12/31 -270.249 K $ -6.74 %
2025/09/30 FE FIRSTENERGY CORP 0.08% 3.972 M $ 86689 2025/06/30 602.070 K $ 13.81 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.08% 3.860 M $ 8941 2025/06/30 -70.875 K $ -4.19 %
2025/09/30 SPECTRUM BRANDS INC 0.08% 3.718 M $ 4000000 2025/06/30 84.320 K $ 2.32 %
2025/09/30 AVTR AVANTOR INC 0.08% 3.678 M $ 294746 2025/09/30 0.000 $ 0.00 %
2025/09/30 YETI YETI HLDGS INC 0.08% 3.637 M $ 109606 2025/03/31 218.075 K $ 5.27 %
2025/09/30 ADM ARCHER DANIELS MIDLAND CO 0.08% 3.615 M $ 60510 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.08% 3.598 M $ 19171 2021/09/30 0.000 $ 0.00 %
2025/09/30 SNAP INC 0.08% 3.554 M $ 4000000 2023/03/31 85.919 K $ 2.48 %
2025/09/30 BC BRUNSWICK CORP 0.07% 3.332 M $ 52694 2025/06/30 569.752 K $ 14.48 %
2025/09/30 RINGCENTRAL INC 0.07% 3.233 M $ 3311000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EA ELECTRONIC ARTS INC 0.07% 3.229 M $ 16011 2016/03/31 1.262 M $ 26.30 %
2025/09/30 GLPI GAMING & LEISURE PPTYS INC 0.07% 3.225 M $ 69190 2022/09/30 0.000 $ 0.00 %
2025/09/30 MUSA MURPHY USA INC 0.07% 3.198 M $ 8238 2020/12/31 -165.895 K $ -4.56 %
2025/09/30 VICI VICI PPTYS INC 0.07% 3.193 M $ 97918 2022/12/31 577.000 $ 0.03 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.06% 2.998 M $ 37502 2016/12/31 -550.718 K $ -12.06 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.06% 2.994 M $ 76393 2022/03/31 -941.636 K $ -30.20 %
2025/09/30 PII POLARIS INC 0.06% 2.978 M $ 51224 2022/12/31 728.007 K $ 43.00 %
2025/09/30 ALARM COM HLDGS INC 0.06% 2.952 M $ 3000000 2022/09/30 58.499 K $ 2.02 %
2025/09/30 NXST NEXSTAR MEDIA GROUP INC 0.06% 2.936 M $ 14850 2024/12/31 535.587 K $ 14.33 %
2025/09/30 POST POST HLDGS INC 0.06% 2.848 M $ 26500 2025/09/30 0.000 $ 0.00 %
2025/09/30 USFD US FOODS HLDG CORP 0.06% 2.692 M $ 35137 2023/09/30 -28.390 K $ -0.51 %
2025/09/30 APTV APTIV PLC 0.06% 2.641 M $ 30636 2025/06/30 266.778 K $ 26.39 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.06% 2.628 M $ 23362 2024/12/31 294.363 K $ 8.42 %
2025/09/30 BJ BJS WHSL CLUB HLDGS INC 0.06% 2.610 M $ 27990 2024/06/30 -280.023 K $ -13.52 %
2025/09/30 LOW LOWES COS INC 0.05% 2.555 M $ 10167 2022/06/30 100.478 K $ 13.27 %
2025/09/30 ORA ORMAT TECHNOLOGIES INC 0.05% 2.518 M $ 26163 2024/12/31 0.000 $ 0.00 %
2025/09/30 GNTX GENTEX CORP 0.05% 2.403 M $ 84895 2024/12/31 377.413 K $ 28.69 %
2025/09/30 UNITY SOFTWARE INC 0.05% 2.373 M $ 2500000 2023/03/31 42.224 K $ 1.81 %
2025/09/30 CUZ COUSINS PPTYS INC 0.05% 2.307 M $ 79726 2023/12/31 -106.875 K $ -3.63 %
2025/09/30 CCI CROWN CASTLE INC 0.05% 2.236 M $ 23173 2024/06/30 -126.060 K $ -6.07 %
2025/09/30 OGS ONE GAS INC 0.05% 2.233 M $ 27584 2025/09/30 0.000 $ 0.00 %