Sensato Investors as of Dec. 31, 2014
Portfolio Holdings for Sensato Investors
Sensato Investors holds 45 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Com Stk | 7.7 | $26M | 393k | 66.50 | |
| Integrated Device Technology | 7.4 | $25M | 1.3M | 19.60 | |
| Skyworks Solutions (SWKS) | 7.0 | $24M | 323k | 72.71 | |
| Silicon Motion Technology (SIMO) | 6.6 | $22M | 944k | 23.65 | |
| Western Digital (WDC) | 6.3 | $21M | 193k | 110.70 | |
| Dolby Laboratories (DLB) | 5.8 | $20M | 455k | 43.12 | |
| Intersil Corporation | 5.6 | $19M | 1.3M | 14.47 | |
| Cabot Corporation (CBT) | 5.5 | $19M | 426k | 43.86 | |
| Infosys Technologies (INFY) | 5.0 | $17M | 543k | 31.46 | |
| Fairchild Semiconductor International | 4.6 | $16M | 916k | 16.88 | |
| SciClone Pharmaceuticals | 3.6 | $12M | 1.4M | 8.76 | |
| WuXi PharmaTech | 3.3 | $11M | 328k | 33.67 | |
| Kulicke and Soffa Industries (KLIC) | 2.6 | $8.8M | 607k | 14.46 | |
| Agilent Technologies Inc C ommon (A) | 2.5 | $8.6M | 211k | 40.94 | |
| Emulex Corporation | 2.5 | $8.4M | 1.5M | 5.67 | |
| DTS | 2.3 | $7.9M | 255k | 30.75 | |
| Jabil Circuit (JBL) | 2.2 | $7.6M | 347k | 21.83 | |
| Perfect World | 2.1 | $7.2M | 459k | 15.76 | |
| NVIDIA Corporation (NVDA) | 1.9 | $6.3M | 313k | 20.05 | |
| Teradyne (TER) | 1.8 | $6.1M | 311k | 19.79 | |
| Plexus (PLXS) | 1.5 | $5.0M | 121k | 41.21 | |
| Hollysys Automation Technolo (HOLI) | 1.4 | $4.6M | 190k | 24.43 | |
| Mindray Medical International | 1.2 | $4.2M | 160k | 26.40 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.2 | $4.1M | 365k | 11.18 | |
| Orbotech Ltd Com Stk | 1.2 | $4.0M | 270k | 14.80 | |
| Lattice Semiconductor (LSCC) | 1.0 | $3.3M | 474k | 6.89 | |
| Micrel, Incorporated | 0.8 | $2.6M | 181k | 14.51 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $2.5M | 46k | 53.47 | |
| PMC-Sierra | 0.7 | $2.2M | 244k | 9.16 | |
| China Distance Education Holdings | 0.5 | $1.8M | 110k | 16.39 | |
| DSP | 0.5 | $1.8M | 163k | 10.87 | |
| Pericom Semiconductor | 0.5 | $1.7M | 126k | 13.54 | |
| Ceva (CEVA) | 0.4 | $1.3M | 70k | 18.14 | |
| Alpha & Omega Semiconductor (AOSL) | 0.3 | $1.0M | 118k | 8.85 | |
| Shanda Games | 0.3 | $1.0M | 181k | 5.68 | |
| Inphi Corporation | 0.3 | $909k | 49k | 18.47 | |
| Phoenix New Media | 0.2 | $682k | 82k | 8.31 | |
| China Digital TV Holding | 0.2 | $567k | 185k | 3.06 | |
| China Automotive Systems (CAAS) | 0.1 | $497k | 70k | 7.09 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $442k | 43k | 10.40 | |
| Photronics (PLAB) | 0.1 | $390k | 47k | 8.30 | |
| Global Sources | 0.1 | $416k | 65k | 6.36 | |
| Sinovac Biotech (SVA) | 0.1 | $396k | 76k | 5.23 | |
| Park Electrochemical | 0.1 | $292k | 12k | 24.94 | |
| KongZhong Corporation | 0.1 | $171k | 32k | 5.40 |
