Sensato Investors

Sensato Investors as of June 30, 2015

Portfolio Holdings for Sensato Investors

Sensato Investors holds 70 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Oriental Ed & Tech Grp I Spon Adr 5.7 $27M 1.1M 24.52
USANA Health Sciences (USNA) 5.5 $26M 193k 136.66
Netease Sponsored Adr (NTES) 5.4 $26M 179k 144.87
Wuxi Pharmatech Cayman Spons Adr Shs 4.4 $21M 498k 42.26
Dolby Laboratories (DLB) 4.1 $20M 496k 39.68
Silicon Motion Technology Sponsored Adr (SIMO) 4.0 $19M 548k 34.61
SciClone Pharmaceuticals 3.6 $17M 1.8M 9.82
Infosys Sponsored Adr (INFY) 3.6 $17M 1.1M 15.85
51job Sp Adr Rep Com 3.5 $17M 507k 33.24
Agilent Technologies Inc C ommon (A) 3.5 $17M 430k 38.58
Genpact SHS (G) 3.2 $15M 722k 21.33
Syntel 3.2 $15M 322k 47.48
Changyou Ads Rep Cl A 2.9 $14M 464k 29.83
OmniVision Technologies 2.8 $14M 517k 26.19
Mindray Medical Intl Spon Adr 2.8 $13M 469k 28.50
Crocs (CROX) 2.5 $12M 805k 14.71
Sohu 2.5 $12M 200k 59.09
Stmicroelectronics N V Ny Registry (STM) 2.4 $12M 1.4M 8.12
Kulicke and Soffa Industries (KLIC) 2.4 $11M 964k 11.71
Cirrus Logic (CRUS) 2.1 $9.9M 291k 34.03
Shanda Games Sp Adr Reptg A 1.9 $9.0M 1.3M 6.88
Herbalife Com Usd Shs (HLF) 1.7 $8.1M 147k 55.09
Intersil Corp Cl A 1.5 $7.2M 573k 12.51
AVX Corporation 1.5 $7.2M 532k 13.46
Fairchild Semiconductor International 1.5 $7.0M 401k 17.38
Nu Skin Enterprises Cl A (NUS) 1.4 $6.7M 142k 47.13
Dun & Bradstreet Corporation 1.4 $6.7M 55k 122.00
Cabot Corporation (CBT) 1.4 $6.6M 177k 37.29
Intl Fcstone 1.3 $6.3M 190k 33.24
TTM Technologies (TTMI) 1.2 $5.6M 563k 9.99
Orbotech Ord 1.1 $5.3M 254k 20.80
Interface (TILE) 1.0 $4.6M 183k 25.05
PMC-Sierra 0.9 $4.4M 516k 8.56
Chipmos Tech Bermuda SHS 0.9 $4.3M 197k 21.84
Mercer International (MERC) 0.8 $3.7M 268k 13.68
Phoenix New Media Sponsored Ads 0.8 $3.6M 456k 7.92
Pegasystems (PEGA) 0.7 $3.5M 155k 22.89
Kongzhong Corp Sponsored Adr 0.6 $2.9M 394k 7.34
Tupperware Brands Corporation 0.6 $2.7M 42k 64.53
China Distance Ed Hldgs Spons Adr 0.5 $2.5M 154k 16.04
Dr Reddys Labs Adr (RDY) 0.5 $2.4M 44k 55.32
E House China Hldgs Adr 0.5 $2.2M 332k 6.72
Vishay Intertechnology (VSH) 0.5 $2.2M 191k 11.68
Pericom Semiconductor 0.4 $2.0M 155k 13.15
China Digital Tv Hldg Sponsored Adr 0.4 $1.9M 456k 4.15
DSP 0.4 $1.9M 182k 10.33
Ezchip Semiconductor Ord 0.4 $1.8M 115k 15.96
InterDigital (IDCC) 0.4 $1.8M 32k 56.90
China Lodging Group Sponsored Adr 0.4 $1.8M 73k 24.42
Homeinns Hotel Group Sponsored Adr 0.4 $1.7M 55k 30.92
NetGear (NTGR) 0.3 $1.6M 55k 30.01
TeleTech Holdings 0.3 $1.6M 59k 27.09
Fabrinet SHS (FN) 0.2 $1.2M 64k 18.72
Alpha & Omega Semiconductor SHS (AOSL) 0.2 $1.2M 136k 8.74
Kadant (KAI) 0.2 $1.2M 25k 47.21
Ceva (CEVA) 0.2 $1.2M 61k 19.43
Albany Intl Corp Cl A (AIN) 0.2 $1.1M 28k 39.79
NOVA MEASURING Instruments L (NVMI) 0.2 $1.1M 85k 12.50
National Instruments 0.1 $681k 23k 29.48
Global Sources Ord 0.1 $589k 85k 6.95
Net 1 Ueps Technologies Com New (LSAK) 0.1 $587k 32k 18.29
China Yuchai Intl (CYD) 0.1 $575k 34k 16.76
China Automotive Systems (CAAS) 0.1 $535k 64k 8.42
Waters Corporation (WAT) 0.1 $514k 4.0k 128.50
Park Electrochemical 0.1 $408k 21k 19.15
Maxlinear Cl A (MXL) 0.1 $346k 29k 12.10
Comverse 0.1 $308k 15k 20.08
Amkor Technology (AMKR) 0.1 $242k 41k 5.98
Sigma Designs 0.0 $235k 20k 11.93
Sky-mobi Sponsored Ads 0.0 $106k 20k 5.20