Sensato Investors as of Sept. 30, 2015
Portfolio Holdings for Sensato Investors
Sensato Investors holds 89 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WuXi PharmaTech | 4.4 | $24M | 549k | 43.21 | |
| Seagate Technology Com Stk | 4.4 | $23M | 522k | 44.80 | |
| Syntel | 4.0 | $22M | 478k | 45.31 | |
| NetEase (NTES) | 3.5 | $19M | 157k | 120.12 | |
| New Oriental Education & Tech | 3.3 | $18M | 884k | 20.21 | |
| 51job | 3.3 | $18M | 648k | 27.40 | |
| USANA Health Sciences (USNA) | 3.2 | $17M | 129k | 134.03 | |
| Agilent Technologies Inc C ommon (A) | 3.2 | $17M | 494k | 34.33 | |
| Infosys Technologies (INFY) | 3.0 | $16M | 848k | 19.09 | |
| Accenture (ACN) | 3.0 | $16M | 161k | 98.26 | |
| PerkinElmer (RVTY) | 2.8 | $15M | 322k | 45.96 | |
| Silicon Motion Technology (SIMO) | 2.5 | $14M | 499k | 27.31 | |
| Sohu | 2.4 | $13M | 317k | 41.30 | |
| Dr. Reddy's Laboratories (RDY) | 2.2 | $12M | 187k | 63.91 | |
| Genpact (G) | 2.2 | $12M | 499k | 23.61 | |
| Dolby Laboratories (DLB) | 2.1 | $12M | 352k | 32.60 | |
| NetGear (NTGR) | 2.1 | $12M | 393k | 29.17 | |
| Changyou | 2.0 | $11M | 611k | 17.80 | |
| SciClone Pharmaceuticals | 2.0 | $11M | 1.6M | 6.94 | |
| Mindray Medical International | 2.0 | $11M | 483k | 21.87 | |
| Shanda Games | 1.9 | $10M | 1.5M | 6.70 | |
| China Lodging | 1.8 | $9.6M | 395k | 24.33 | |
| Tupperware Brands Corporation | 1.7 | $9.0M | 183k | 49.49 | |
| AVX Corporation | 1.6 | $8.3M | 633k | 13.09 | |
| Yum! Brands (YUM) | 1.5 | $8.2M | 103k | 79.95 | |
| WNS | 1.5 | $8.2M | 293k | 27.95 | |
| STMicroelectronics (STM) | 1.5 | $8.0M | 1.2M | 6.82 | |
| Mercer International (MERC) | 1.5 | $7.9M | 785k | 10.03 | |
| PMC-Sierra | 1.4 | $7.7M | 1.1M | 6.77 | |
| Dun & Bradstreet Corporation | 1.4 | $7.2M | 69k | 105.00 | |
| Mentor Graphics Corporation | 1.2 | $6.4M | 259k | 24.63 | |
| Crocs (CROX) | 1.1 | $6.1M | 473k | 12.93 | |
| Bruker Corporation (BRKR) | 1.1 | $6.0M | 366k | 16.43 | |
| Nike (NKE) | 1.1 | $5.8M | 47k | 122.97 | |
| SPDR Gold Trust (GLD) | 1.1 | $5.8M | 54k | 106.85 | |
| Homeinns Hotel | 1.0 | $5.4M | 187k | 28.74 | |
| Pegasystems (PEGA) | 0.9 | $5.0M | 203k | 24.61 | |
| Kulicke and Soffa Industries (KLIC) | 0.9 | $4.8M | 527k | 9.18 | |
| Cadence Design Systems (CDNS) | 0.9 | $4.6M | 224k | 20.68 | |
| Apple (AAPL) | 0.9 | $4.6M | 42k | 110.31 | |
| Nu Skin Enterprises (NUS) | 0.8 | $4.4M | 106k | 41.28 | |
| First Solar (FSLR) | 0.8 | $4.0M | 93k | 42.75 | |
| KongZhong Corporation | 0.7 | $3.5M | 535k | 6.55 | |
| Microchip Technology (MCHP) | 0.6 | $3.4M | 80k | 43.10 | |
| Analog Devices (ADI) | 0.6 | $3.4M | 60k | 56.42 | |
| Visteon Corporation (VC) | 0.6 | $3.4M | 34k | 101.25 | |
| Intersil Corporation | 0.6 | $3.3M | 284k | 11.70 | |
| ChipMOS Technology Bermuda | 0.6 | $3.2M | 196k | 16.42 | |
| Waters Corporation (WAT) | 0.6 | $3.1M | 26k | 118.22 | |
| TTM Technologies (TTMI) | 0.5 | $2.8M | 451k | 6.23 | |
| Cabot Corporation (CBT) | 0.5 | $2.8M | 89k | 31.56 | |
| Net 1 UEPS Technologies (LSAK) | 0.5 | $2.8M | 167k | 16.74 | |
| Kadant (KAI) | 0.5 | $2.8M | 71k | 39.01 | |
| Virtusa Corporation | 0.5 | $2.8M | 54k | 51.31 | |
| Coherent | 0.5 | $2.7M | 50k | 54.71 | |
| Intl Fcstone | 0.5 | $2.7M | 109k | 24.69 | |
| Pericom Semiconductor | 0.4 | $2.1M | 118k | 18.25 | |
| Phoenix New Media | 0.4 | $2.2M | 491k | 4.38 | |
| E-House | 0.4 | $2.0M | 332k | 5.94 | |
| Hollysys Automation Technolo (HOLI) | 0.4 | $2.0M | 112k | 17.48 | |
| China Distance Education Holdings | 0.4 | $2.0M | 156k | 12.78 | |
| Baidu (BIDU) | 0.3 | $1.9M | 14k | 137.43 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | 33k | 49.52 | |
| NVIDIA Corporation (NVDA) | 0.3 | $1.6M | 63k | 24.65 | |
| Universal Electronics (UEIC) | 0.3 | $1.5M | 35k | 42.02 | |
| Tiffany & Co. | 0.3 | $1.4M | 19k | 77.20 | |
| Vishay Intertechnology (VSH) | 0.3 | $1.4M | 146k | 9.69 | |
| DSP | 0.3 | $1.4M | 153k | 9.11 | |
| Interface (TILE) | 0.3 | $1.4M | 63k | 22.44 | |
| Orbotech Ltd Com Stk | 0.2 | $1.3M | 86k | 15.45 | |
| Western Digital (WDC) | 0.2 | $1.2M | 15k | 79.41 | |
| Alpha & Omega Semiconductor (AOSL) | 0.2 | $1.1M | 137k | 7.79 | |
| China Digital TV Holding | 0.2 | $942k | 483k | 1.95 | |
| Fabrinet (FN) | 0.2 | $891k | 49k | 18.33 | |
| Schnitzer Steel Industries (RDUS) | 0.2 | $849k | 63k | 13.54 | |
| Radware Ltd ord (RDWR) | 0.1 | $737k | 45k | 16.27 | |
| Ezchip Semiconductor Lt | 0.1 | $742k | 30k | 25.16 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $768k | 80k | 9.62 | |
| TAL International | 0.1 | $611k | 45k | 13.67 | |
| Amkor Technology (AMKR) | 0.1 | $505k | 112k | 4.49 | |
| China Yuchai Intl (CYD) | 0.1 | $491k | 40k | 12.37 | |
| Albany International (AIN) | 0.1 | $392k | 14k | 28.60 | |
| Park Electrochemical | 0.1 | $358k | 20k | 17.57 | |
| AFLAC Incorporated (AFL) | 0.1 | $302k | 5.2k | 58.08 | |
| China Automotive Systems (CAAS) | 0.1 | $340k | 64k | 5.35 | |
| Global Sources | 0.1 | $343k | 41k | 8.31 | |
| Lam Research Corporation (LRCX) | 0.1 | $281k | 4.3k | 65.35 | |
| United Microelectronics (UMC) | 0.0 | $130k | 80k | 1.62 | |
| Sky mobi | 0.0 | $43k | 17k | 2.49 |
