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$1.2T10575.76%
2
MSFTMICROSOFT CORP
2,490,183$1.0T9083.41%
3
GOOGLALPHABET INC
4,718,076$712.1B6173.98%
4
LQDISHARES TR
6,000,000$653.5B5666.09%Put
5
CBCHUBB LIMITED
2,436,274$631.3B5473.54%
6
DWDMORGAN STANLEY
5,816,843$547.7B4748.73%
7
LOWLOWES COS INC
1,938,581$493.8B4281.42%
8
ABBVABBVIE INC
2,685,894$489.1B4240.56%
9
TTTRANE TECHNOLOGIES PLC
1,587,498$476.6B4131.88%
10
BDXBECTON DICKINSON & CO
1,919,583$475.0B4118.30%
11
CMCSACOMCAST CORP NEW
10,850,995$470.4B4078.33%
12
DISDISNEY WALT CO
3,477,994$425.6B3689.71%
13
SBUXSTARBUCKS CORP
4,542,811$415.2B3599.54%
14
CRMSALESFORCE INC
1,373,493$413.7B3586.55%
15
CMICUMMINS INC
1,376,086$405.5B3515.41%
16
PCARPACCAR INC
3,159,985$391.5B3394.26%
17
HUMHUMANA INC
1,059,478$367.3B3184.90%
18
KEYKEYCORP
21,690,319$342.9B2973.18%
19
VSATVIASAT INC
11,356,776$205.4B1781.22%
20
COOKTRAEGER INC
24,693,075$62.5B541.65%
21
AYS1SANDSTORM GOLD LTD
6,747,638$35.4B307.14%
22
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
10,360,000$29.4B254.81%
23
AMZNAMAZON COM INC
152,952$27.6B239.20%
24
NVDANVIDIA CORPORATION
21,400$19.3B167.65%
25
HTHT 3 05/01/26H WORLD GROUP LTD
16,000,000$18.5B160.08%
26
BILI 0.5 12/01/26BILIBILI INC
14,500,000$13.8B120.03%
27
VSTVISTRA CORP
172,402$12.0B104.10%
28
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
11,500,000$11.2B97.43%
29
ATOATMOS ENERGY CORP
93,466$11.1B96.32%
30
SEASEABRIDGE GOLD INC
713,989$10.8B93.63%
31
OGEOGE ENERGY CORP
294,053$10.1B87.45%
32
NSANATIONAL STORAGE AFFILIATES
244,300$9.6B82.94%
33
SPOT 0 03/15/26SPOTIFY USA INC
10,000,000$9.2B79.74%
34
NFGNATIONAL FUEL GAS CO
169,255$9.1B78.83%
35
OGSONE GAS INC
140,595$9.1B78.66%
36
XELXCEL ENERGY INC
162,808$8.8B75.86%
3710,000,000$8.6B74.29%
38
SBACSBA COMMUNICATIONS CORP NEW
39,059$8.5B73.38%
39
SPGSIMON PPTY GROUP INC NEW
52,750$8.3B71.56%
40
CNPCENTERPOINT ENERGY INC
282,194$8.0B69.70%
41
MEDPMEDPACE HLDGS INC
19,812$8.0B69.42%
42
NEUNEWMARKET CORP
12,349$7.8B67.94%
43
PSAPUBLIC STORAGE
26,618$7.7B66.93%
44
EXPDEXPEDITORS INTL WASH INC
63,038$7.7B66.44%
45
AYIACUITY BRANDS INC
28,049$7.5B65.35%
46
KMBKIMBERLY-CLARK CORP
58,175$7.5B65.23%
47
CITHE CIGNA GROUP
20,294$7.4B63.90%
48
EAELECTRONIC ARTS INC
54,782$7.3B63.01%
49
CNCCENTENE CORP DEL
90,831$7.1B61.80%
50
PKPARK HOTELS & RESORTS INC
393,389$6.9B59.65%
51
F 0 03/15/26FORD MTR CO DEL
6,500,000$6.7B58.25%
52
MOHMOLINA HEALTHCARE INC
16,191$6.7B57.66%
53
UGIUGI CORP NEW
266,699$6.5B56.74%
54
EOGEOG RES INC
50,755$6.5B56.25%
55
CAHCARDINAL HEALTH INC
56,972$6.4B55.27%
56
DVADAVITA INC
45,695$6.3B54.69%
577,000,000$6.3B54.42%
58
BMYBRISTOL-MYERS SQUIBB CO
115,625$6.3B54.36%
59
RHIROBERT HALF INC.
78,750$6.2B54.13%
60
BKHBLACK HILLS CORP
113,581$6.2B53.76%
61
MPCMARATHON PETE CORP
30,495$6.1B53.27%
62
EMEEMCOR GROUP INC
17,354$6.1B52.69%
63
EVRGEVERGY INC
111,694$6.0B51.69%
64
FASTFASTENAL CO
76,991$5.9B51.49%
65
DCIDONALDSON INC
79,107$5.9B51.21%
66
AOSSMITH A O CORP
65,432$5.9B50.75%
67
CLCOLGATE PALMOLIVE CO
64,822$5.8B50.61%
68
DECKDECKERS OUTDOOR CORP
6,175$5.8B50.39%
69
MASMASCO CORP
71,755$5.7B49.07%
70
CRICARTERS INC
66,142$5.6B48.55%
71
COPCONOCOPHILLIPS
43,495$5.5B48.00%
72
CTRACOTERRA ENERGY INC
195,375$5.4B47.23%
73
QCOMQUALCOMM INC
31,684$5.4B46.51%
74
DYHTARGET CORP
29,950$5.3B46.01%
75
COSTCOSTCO WHSL CORP NEW
7,187$5.3B45.65%
76
CBTCABOT CORP
56,660$5.2B45.29%
77
UNHUNITEDHEALTH GROUP INC
10,451$5.2B44.82%
78
EMNEASTMAN CHEM CO
51,564$5.2B44.80%
79
AGCOAGCO CORP
41,943$5.2B44.73%
80
MSMMSC INDL DIRECT INC
53,077$5.2B44.65%
81
CHRDCHORD ENERGY CORPORATION
28,328$5.0B43.78%
82
PEGPUBLIC SVC ENTERPRISE GRP IN
75,205$5.0B43.54%
83
EHCENCOMPASS HEALTH CORP
59,835$4.9B42.84%
846,000,000$4.8B42.02%
85
ASHASHLAND INC
49,156$4.8B41.50%
86
PIIPOLARIS INC
46,276$4.6B40.17%
87
KVUEKENVUE INC
209,569$4.5B38.99%
88
SRSPIRE INC
73,130$4.5B38.90%
89
LOGILOGITECH INTL S A
49,183$4.4B38.19%
90
QLYSQUALYS INC
26,333$4.4B38.10%
91
RPMRPM INTL INC
36,871$4.4B38.02%
92
DVNDEVON ENERGY CORP NEW
86,866$4.4B37.78%
93
BLDRBUILDERS FIRSTSOURCE INC
20,801$4.3B37.61%
94
ALVAUTOLIV INC
35,753$4.3B37.32%
95
NUENUCOR CORP
21,679$4.3B37.19%
96
BKNGBOOKING HOLDINGS INC
1,182$4.3B37.18%
97
MRKMERCK & CO INC
32,361$4.3B37.02%
98
CSCOCISCO SYS INC
85,390$4.3B36.94%
99
EX9EXELIXIS INC
176,493$4.2B36.31%
100
WERNWERNER ENTERPRISES INC
107,014$4.2B36.29%
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