Sensato Investors as of Dec. 31, 2019
Portfolio Holdings for Sensato Investors
Sensato Investors holds 30 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetEase (NTES) | 10.0 | $15M | 47k | 306.63 | |
| WNS | 9.3 | $13M | 203k | 66.15 | |
| Yum China Holdings (YUMC) | 9.2 | $13M | 278k | 48.01 | |
| New Oriental Education & Tech | 8.9 | $13M | 106k | 121.25 | |
| KT Corporation (KT) | 6.7 | $9.6M | 826k | 11.60 | |
| Jd (JD) | 6.2 | $8.9M | 252k | 35.23 | |
| Alibaba Group Holding (BABA) | 5.8 | $8.4M | 39k | 212.11 | |
| HDFC Bank (HDB) | 5.3 | $7.6M | 120k | 63.37 | |
| SK Tele | 5.2 | $7.5M | 323k | 23.11 | |
| Infosys Technologies (INFY) | 4.8 | $7.0M | 675k | 10.32 | |
| 51job | 4.7 | $6.8M | 80k | 84.90 | |
| BHP Billiton (BHP) | 3.9 | $5.6M | 103k | 54.71 | |
| Daqo New Energy Corp- (DQ) | 3.7 | $5.4M | 105k | 51.20 | |
| Lexinfintech Hldgs (LX) | 3.7 | $5.3M | 382k | 13.89 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.5 | $3.5M | 249k | 14.17 | |
| Wipro (WIT) | 2.3 | $3.3M | 885k | 3.75 | |
| Zai Lab (ZLAB) | 2.2 | $3.1M | 75k | 41.59 | |
| Momo | 1.1 | $1.7M | 49k | 33.50 | |
| Fanhua Inc -ads american depository receipt (FANH) | 1.1 | $1.6M | 62k | 25.96 | |
| PT Telekomunikasi Indonesia (TLK) | 0.8 | $1.2M | 42k | 28.49 | |
| Ishares Inc etp (EWM) | 0.5 | $724k | 25k | 28.50 | |
| Ishares Tr zealand invst (ENZL) | 0.4 | $542k | 9.4k | 57.78 | |
| ResMed (RMD) | 0.3 | $496k | 3.2k | 155.00 | |
| Melco Crown Entertainment (MLCO) | 0.3 | $406k | 17k | 24.17 | |
| China Petroleum & Chemical | 0.2 | $333k | 5.5k | 60.18 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.2 | $314k | 7.2k | 43.61 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.2 | $245k | 5.3k | 46.23 | |
| China Telecom Corporation | 0.1 | $207k | 5.0k | 41.25 | |
| Onesmart Intl Ed Group | 0.1 | $207k | 31k | 6.68 | |
| Xinyuan Real Estate | 0.1 | $167k | 44k | 3.77 |
