Sensato Investors as of Sept. 30, 2019
Portfolio Holdings for Sensato Investors
Sensato Investors holds 59 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetEase (NTES) | 5.1 | $14M | 51k | 266.19 | |
| Yum China Holdings (YUMC) | 5.0 | $13M | 289k | 45.43 | |
| New Oriental Education & Tech | 4.7 | $12M | 111k | 110.76 | |
| Keysight Technologies (KEYS) | 4.7 | $12M | 127k | 97.25 | |
| Merck & Co (MRK) | 4.6 | $12M | 144k | 84.18 | |
| WNS | 4.5 | $12M | 203k | 58.75 | |
| Microsoft Corporation (MSFT) | 4.4 | $12M | 84k | 139.03 | |
| Cadence Design Systems (CDNS) | 4.1 | $11M | 161k | 66.08 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $11M | 36k | 291.26 | |
| Infosys Technologies (INFY) | 3.9 | $10M | 892k | 11.37 | |
| KT Corporation (KT) | 3.8 | $10M | 881k | 11.31 | |
| SK Tele | 3.0 | $7.8M | 351k | 22.20 | |
| Jd (JD) | 2.9 | $7.6M | 268k | 28.21 | |
| Alibaba Group Holding (BABA) | 2.9 | $7.5M | 45k | 167.23 | |
| Texas Instruments Incorporated (TXN) | 2.8 | $7.4M | 58k | 129.24 | |
| Acushnet Holdings Corp (GOLF) | 2.8 | $7.4M | 281k | 26.40 | |
| HDFC Bank (HDB) | 2.7 | $7.1M | 124k | 57.05 | |
| STMicroelectronics (STM) | 2.7 | $7.0M | 362k | 19.34 | |
| 51job | 2.5 | $6.6M | 90k | 74.00 | |
| Visa (V) | 2.2 | $5.8M | 33k | 172.00 | |
| BHP Billiton (BHP) | 2.0 | $5.4M | 109k | 49.38 | |
| Daqo New Energy Corp- (DQ) | 1.9 | $5.1M | 110k | 46.09 | |
| Hp (HPQ) | 1.9 | $4.9M | 256k | 18.92 | |
| AngloGold Ashanti | 1.5 | $4.0M | 220k | 18.27 | |
| KLA-Tencor Corporation (KLAC) | 1.5 | $4.0M | 25k | 159.44 | |
| Bruker Corporation (BRKR) | 1.4 | $3.6M | 83k | 43.93 | |
| China Petroleum & Chemical | 1.4 | $3.5M | 60k | 58.70 | |
| Wipro (WIT) | 1.3 | $3.5M | 953k | 3.65 | |
| Ishares Tr zealand invst (ENZL) | 1.3 | $3.4M | 65k | 51.87 | |
| PerkinElmer (RVTY) | 1.2 | $3.2M | 37k | 85.16 | |
| Ctrip.com International | 1.2 | $3.1M | 106k | 29.29 | |
| Estee Lauder Companies (EL) | 1.1 | $3.0M | 15k | 198.93 | |
| Lexinfintech Hldgs (LX) | 1.0 | $2.5M | 254k | 10.03 | |
| Zai Lab (ZLAB) | 0.8 | $2.0M | 60k | 32.35 | |
| Fanhua Inc -ads american depository receipt (FANH) | 0.7 | $1.8M | 67k | 26.64 | |
| JinkoSolar Holding (JKS) | 0.7 | $1.7M | 109k | 15.95 | |
| AVX Corporation | 0.6 | $1.6M | 104k | 15.20 | |
| Unilever (UL) | 0.6 | $1.6M | 26k | 60.09 | |
| Canadian Solar (CSIQ) | 0.6 | $1.5M | 79k | 18.88 | |
| PT Telekomunikasi Indonesia (TLK) | 0.5 | $1.3M | 42k | 30.11 | |
| Radware Ltd ord (RDWR) | 0.4 | $1.0M | 42k | 24.27 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.3 | $730k | 82k | 8.92 | |
| Royal Dutch Shell | 0.3 | $712k | 12k | 59.87 | |
| Ishares Inc etp (EWM) | 0.3 | $707k | 25k | 27.83 | |
| CACI International (CACI) | 0.3 | $694k | 3.0k | 231.33 | |
| China Yuchai Intl (CYD) | 0.2 | $641k | 50k | 12.95 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.2 | $565k | 23k | 24.46 | |
| Mylan Nv | 0.2 | $585k | 30k | 19.76 | |
| Tiffany & Co. | 0.2 | $556k | 6.0k | 92.67 | |
| PetroChina Company | 0.2 | $523k | 10k | 50.77 | |
| ResMed (RMD) | 0.2 | $432k | 3.2k | 135.00 | |
| Onesmart Intl Ed Group | 0.2 | $413k | 56k | 7.39 | |
| Abbott Laboratories (ABT) | 0.1 | $385k | 4.6k | 83.70 | |
| Melco Crown Entertainment (MLCO) | 0.1 | $326k | 17k | 19.40 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $287k | 7.2k | 39.86 | |
| China Telecom Corporation | 0.1 | $229k | 5.0k | 45.64 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.1 | $237k | 5.3k | 44.72 | |
| Xinyuan Real Estate | 0.1 | $177k | 44k | 4.05 | |
| 21vianet Group (VNET) | 0.1 | $174k | 23k | 7.62 |
