ONTARIO TEACHERS PENSION PLAN BOARD Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$11.5B

Holdings

477

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (477 positions)

#StockSharesValue% PortfolioType
1
GFLGFL ENVIRONMENTAL INC
35,357,367$1.2B10.58%
2
MSFTMICROSOFT CORP
2,490,183$1.0B9.08%
3
GOOGLALPHABET INC
4,718,076$712.1M6.17%
4
LQDISHARES TR
6,000,000$653.5M5.67%Put
5
CBCHUBB LIMITED
2,436,274$631.3M5.47%
6
DWDMORGAN STANLEY
5,816,843$547.7M4.75%
7
LOWLOWES COS INC
1,938,581$493.8M4.28%
8
ABBVABBVIE INC
2,685,894$489.1M4.24%
9
TTTRANE TECHNOLOGIES PLC
1,587,498$476.6M4.13%
10
BDXBECTON DICKINSON & CO
1,919,583$475.0M4.12%
11
CMCSACOMCAST CORP NEW
10,850,995$470.4M4.08%
12
DISDISNEY WALT CO
3,477,994$425.6M3.69%
13
SBUXSTARBUCKS CORP
4,542,811$415.2M3.60%
14
CRMSALESFORCE INC
1,373,493$413.7M3.59%
15
CMICUMMINS INC
1,376,086$405.5M3.52%
16
PCARPACCAR INC
3,159,985$391.5M3.39%
17
HUMHUMANA INC
1,059,478$367.3M3.18%
18
KEYKEYCORP
21,690,319$342.9M2.97%
19
VSATVIASAT INC
11,356,776$205.4M1.78%
20
COOKTRAEGER INC
24,693,075$62.5M0.54%
21
AYS1SANDSTORM GOLD LTD
6,747,638$35.4M0.31%
22
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
10,360,000$29.4M0.25%
23
AMZNAMAZON COM INC
152,952$27.6M0.24%
24
NVDANVIDIA CORPORATION
21,400$19.3M0.17%
25
HTHT 3 05/01/26H WORLD GROUP LTD
16,000,000$18.5M0.16%
26
BILI 0.5 12/01/26BILIBILI INC
14,500,000$13.8M0.12%
27
VSTVISTRA CORP
172,402$12.0M0.10%
28
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
11,500,000$11.2M0.10%
29
ATOATMOS ENERGY CORP
93,466$11.1M0.10%
30
SEASEABRIDGE GOLD INC
713,989$10.8M0.09%
31
OGEOGE ENERGY CORP
294,053$10.1M0.09%
32
NSANATIONAL STORAGE AFFILIATES
244,300$9.6M0.08%
33
SPOT 0 03/15/26SPOTIFY USA INC
10,000,000$9.2M0.08%
34
NFGNATIONAL FUEL GAS CO
169,255$9.1M0.08%
35
OGSONE GAS INC
140,595$9.1M0.08%
36
XELXCEL ENERGY INC
162,808$8.8M0.08%
3710,000,000$8.6M0.07%
38
SBACSBA COMMUNICATIONS CORP NEW
39,059$8.5M0.07%
39
SPGSIMON PPTY GROUP INC NEW
52,750$8.3M0.07%
40
CNPCENTERPOINT ENERGY INC
282,194$8.0M0.07%
41
MEDPMEDPACE HLDGS INC
19,812$8.0M0.07%
42
NEUNEWMARKET CORP
12,349$7.8M0.07%
43
PSAPUBLIC STORAGE
26,618$7.7M0.07%
44
EXPDEXPEDITORS INTL WASH INC
63,038$7.7M0.07%
45
AYIACUITY BRANDS INC
28,049$7.5M0.07%
46
KMBKIMBERLY-CLARK CORP
58,175$7.5M0.07%
47
CITHE CIGNA GROUP
20,294$7.4M0.06%
48
EAELECTRONIC ARTS INC
54,782$7.3M0.06%
49
CNCCENTENE CORP DEL
90,831$7.1M0.06%
50
PKPARK HOTELS & RESORTS INC
393,389$6.9M0.06%
51
F 0 03/15/26FORD MTR CO DEL
6,500,000$6.7M0.06%
52
MOHMOLINA HEALTHCARE INC
16,191$6.7M0.06%
53
UGIUGI CORP NEW
266,699$6.5M0.06%
54
EOGEOG RES INC
50,755$6.5M0.06%
55
CAHCARDINAL HEALTH INC
56,972$6.4M0.06%
56
DVADAVITA INC
45,695$6.3M0.05%
577,000,000$6.3M0.05%
58
BMYBRISTOL-MYERS SQUIBB CO
115,625$6.3M0.05%
59
RHIROBERT HALF INC.
78,750$6.2M0.05%
60
BKHBLACK HILLS CORP
113,581$6.2M0.05%
61
MPCMARATHON PETE CORP
30,495$6.1M0.05%
62
EMEEMCOR GROUP INC
17,354$6.1M0.05%
63
EVRGEVERGY INC
111,694$6.0M0.05%
64
FASTFASTENAL CO
76,991$5.9M0.05%
65
DCIDONALDSON INC
79,107$5.9M0.05%
66
AOSSMITH A O CORP
65,432$5.9M0.05%
67
CLCOLGATE PALMOLIVE CO
64,822$5.8M0.05%
68
DECKDECKERS OUTDOOR CORP
6,175$5.8M0.05%
69
MASMASCO CORP
71,755$5.7M0.05%
70
CRICARTERS INC
66,142$5.6M0.05%
71
COPCONOCOPHILLIPS
43,495$5.5M0.05%
72
CTRACOTERRA ENERGY INC
195,375$5.4M0.05%
73
QCOMQUALCOMM INC
31,684$5.4M0.05%
74
DYHTARGET CORP
29,950$5.3M0.05%
75
COSTCOSTCO WHSL CORP NEW
7,187$5.3M0.05%
76
CBTCABOT CORP
56,660$5.2M0.05%
77
UNHUNITEDHEALTH GROUP INC
10,451$5.2M0.04%
78
EMNEASTMAN CHEM CO
51,564$5.2M0.04%
79
AGCOAGCO CORP
41,943$5.2M0.04%
80
MSMMSC INDL DIRECT INC
53,077$5.2M0.04%
81
CHRDCHORD ENERGY CORPORATION
28,328$5.0M0.04%
82
PEGPUBLIC SVC ENTERPRISE GRP IN
75,205$5.0M0.04%
83
EHCENCOMPASS HEALTH CORP
59,835$4.9M0.04%
846,000,000$4.8M0.04%
85
ASHASHLAND INC
49,156$4.8M0.04%
86
PIIPOLARIS INC
46,276$4.6M0.04%
87
KVUEKENVUE INC
209,569$4.5M0.04%
88
SRSPIRE INC
73,130$4.5M0.04%
89
LOGILOGITECH INTL S A
49,183$4.4M0.04%
90
QLYSQUALYS INC
26,333$4.4M0.04%
91
RPMRPM INTL INC
36,871$4.4M0.04%
92
DVNDEVON ENERGY CORP NEW
86,866$4.4M0.04%
93
BLDRBUILDERS FIRSTSOURCE INC
20,801$4.3M0.04%
94
ALVAUTOLIV INC
35,753$4.3M0.04%
95
NUENUCOR CORP
21,679$4.3M0.04%
96
BKNGBOOKING HOLDINGS INC
1,182$4.3M0.04%
97
MRKMERCK & CO INC
32,361$4.3M0.04%
98
CSCOCISCO SYS INC
85,390$4.3M0.04%
99
EX9EXELIXIS INC
176,493$4.2M0.04%
100
WERNWERNER ENTERPRISES INC
107,014$4.2M0.04%
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