Sensato Investors as of March 31, 2015
Portfolio Holdings for Sensato Investors
Sensato Investors holds 56 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WuXi PharmaTech | 5.6 | $26M | 673k | 38.78 | |
| Mindray Medical International | 5.4 | $25M | 916k | 27.35 | |
| Baidu (BIDU) | 5.3 | $25M | 119k | 208.40 | |
| NetEase (NTES) | 5.2 | $24M | 227k | 105.30 | |
| Intersil Corporation | 5.1 | $24M | 1.7M | 14.32 | |
| Fairchild Semiconductor International | 5.0 | $23M | 1.3M | 18.18 | |
| Intel Corporation (INTC) | 5.0 | $23M | 741k | 31.27 | |
| Silicon Motion Technology (SIMO) | 5.0 | $23M | 859k | 26.88 | |
| Cabot Corporation (CBT) | 4.8 | $22M | 492k | 45.00 | |
| New Oriental Education & Tech | 4.5 | $21M | 944k | 22.17 | |
| Dolby Laboratories (DLB) | 3.7 | $17M | 455k | 38.16 | |
| Kulicke and Soffa Industries (KLIC) | 3.5 | $16M | 1.0M | 15.63 | |
| STMicroelectronics (STM) | 3.3 | $16M | 1.7M | 9.27 | |
| SciClone Pharmaceuticals | 3.0 | $14M | 1.6M | 8.86 | |
| Agilent Technologies Inc C ommon (A) | 2.9 | $13M | 321k | 41.55 | |
| Shanda Games | 2.7 | $13M | 2.0M | 6.40 | |
| iShares MSCI Thailand Index Fund (THD) | 2.6 | $12M | 151k | 79.37 | |
| 51job | 2.2 | $10M | 317k | 32.26 | |
| Sohu | 1.9 | $8.7M | 164k | 53.33 | |
| Changyou | 1.9 | $8.6M | 333k | 25.89 | |
| Apple (AAPL) | 1.9 | $8.6M | 69k | 124.43 | |
| Prudential Financial (PRU) | 1.8 | $8.5M | 106k | 80.31 | |
| Yum! Brands (YUM) | 1.8 | $8.3M | 106k | 78.72 | |
| AVX Corporation | 1.7 | $8.1M | 565k | 14.27 | |
| DTS | 1.6 | $7.5M | 219k | 34.07 | |
| USANA Health Sciences (USNA) | 1.4 | $6.7M | 60k | 111.12 | |
| OmniVision Technologies | 1.3 | $5.9M | 224k | 26.37 | |
| ChipMOS Technology Bermuda | 1.0 | $4.8M | 194k | 24.66 | |
| Micrel, Incorporated | 1.0 | $4.7M | 312k | 15.08 | |
| Orbotech Ltd Com Stk | 0.9 | $4.1M | 258k | 16.03 | |
| China Distance Education Holdings | 0.7 | $3.4M | 204k | 16.76 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $3.3M | 57k | 57.19 | |
| Hollysys Automation Technolo (HOLI) | 0.6 | $3.0M | 150k | 19.87 | |
| Phoenix New Media | 0.6 | $2.6M | 463k | 5.67 | |
| DSP | 0.5 | $2.4M | 203k | 11.98 | |
| Genpact (G) | 0.5 | $2.2M | 96k | 23.25 | |
| Autohome Inc- (ATHM) | 0.4 | $2.0M | 47k | 43.98 | |
| Pericom Semiconductor | 0.4 | $1.7M | 107k | 15.47 | |
| Lattice Semiconductor (LSCC) | 0.3 | $1.4M | 219k | 6.34 | |
| Advanced Semiconductor Engineering | 0.3 | $1.2M | 169k | 7.20 | |
| China Digital TV Holding | 0.2 | $1.1M | 298k | 3.69 | |
| Alpha & Omega Semiconductor (AOSL) | 0.2 | $1.1M | 123k | 8.91 | |
| Amkor Technology (AMKR) | 0.2 | $1.0M | 118k | 8.84 | |
| TAL Education (TAL) | 0.2 | $980k | 30k | 33.22 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $781k | 68k | 11.52 | |
| KongZhong Corporation | 0.2 | $743k | 134k | 5.53 | |
| China Automotive Systems (CAAS) | 0.1 | $500k | 69k | 7.28 | |
| Global Sources | 0.1 | $450k | 77k | 5.86 | |
| Golar Lng Partners Lp unit | 0.1 | $454k | 17k | 26.90 | |
| Integrated Device Technology | 0.1 | $404k | 20k | 20.00 | |
| Seagate Technology Com Stk | 0.1 | $422k | 8.1k | 52.00 | |
| Ceva (CEVA) | 0.1 | $406k | 19k | 21.33 | |
| ExlService Holdings (EXLS) | 0.1 | $276k | 7.4k | 37.15 | |
| Cirrus Logic (CRUS) | 0.1 | $226k | 6.8k | 33.24 | |
| E-House | 0.0 | $142k | 26k | 5.44 | |
| Sky mobi | 0.0 | $78k | 21k | 3.70 |
