Sensato Investors

Sensato Investors as of Dec. 31, 2015

Portfolio Holdings for Sensato Investors

Sensato Investors holds 77 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sohu 5.8 $31M 539k 57.19
Syntel 4.9 $26M 571k 45.25
NetEase (NTES) 4.7 $25M 139k 181.24
New Oriental Education & Tech 4.6 $25M 781k 31.37
Agilent Technologies Inc C ommon (A) 3.8 $20M 489k 41.81
51job 3.8 $20M 677k 29.46
Visteon Corporation (VC) 3.5 $19M 163k 114.50
Changyou 3.3 $18M 705k 24.82
PerkinElmer (RVTY) 3.1 $17M 309k 53.57
Infosys Technologies (INFY) 3.0 $16M 958k 16.75
Mindray Medical International 3.0 $16M 584k 27.12
Texas Instruments Incorporated (TXN) 3.0 $16M 286k 54.81
Silicon Motion Technology (SIMO) 2.9 $16M 497k 31.36
NetGear (NTGR) 2.9 $15M 365k 41.91
Accenture (ACN) 2.7 $15M 139k 104.50
China Biologic Products 2.5 $13M 93k 142.46
China Lodging 2.4 $13M 416k 31.26
SciClone Pharmaceuticals 2.4 $13M 1.4M 9.20
Dolby Laboratories (DLB) 2.2 $12M 349k 33.65
WNS 2.1 $11M 365k 31.19
Air Lease Corp (AL) 2.1 $11M 331k 33.48
STMicroelectronics (STM) 2.0 $11M 1.6M 6.66
Bruker Corporation (BRKR) 1.8 $9.7M 398k 24.27
Tupperware Brands Corporation 1.6 $8.4M 152k 55.65
Homeinns Hotel 1.5 $8.1M 238k 34.16
AVX Corporation 1.5 $7.9M 654k 12.14
Mercer International (MERC) 1.4 $7.7M 846k 9.05
USANA Health Sciences (USNA) 1.4 $7.4M 58k 127.76
Waters Corporation (WAT) 1.3 $7.0M 52k 134.58
Maxim Integrated Products 1.2 $6.5M 171k 38.00
Kulicke and Soffa Industries (KLIC) 1.2 $6.3M 541k 11.67
Dun & Bradstreet Corporation 1.2 $6.3M 61k 103.93
Pegasystems (PEGA) 1.1 $6.0M 217k 27.50
Linear Technology Corporation 1.0 $5.1M 120k 42.47
KongZhong Corporation 0.9 $5.1M 676k 7.50
Kadant (KAI) 0.9 $4.8M 117k 40.61
ChipMOS Technology Bermuda 0.8 $4.4M 221k 19.80
Integrated Device Technology 0.8 $4.0M 152k 26.35
Cabot Corporation (CBT) 0.7 $3.7M 90k 40.88
Intersil Corporation 0.6 $3.4M 265k 12.76
Hollysys Automation Technolo (HOLI) 0.6 $3.2M 146k 22.18
Finisar Corporation 0.6 $3.1M 212k 14.54
Net 1 UEPS Technologies (LSAK) 0.6 $3.0M 222k 13.51
Phoenix New Media 0.6 $3.0M 491k 6.02
Coherent 0.5 $2.6M 39k 65.10
China Distance Education Holdings 0.5 $2.5M 171k 14.69
Mentor Graphics Corporation 0.5 $2.4M 130k 18.42
Orbotech Ltd Com Stk 0.4 $2.0M 92k 22.13
Universal Electronics (UEIC) 0.3 $1.9M 36k 51.36
TAL Education (TAL) 0.3 $1.7M 37k 46.48
Amkor Technology (AMKR) 0.3 $1.7M 274k 6.08
E-House 0.3 $1.7M 264k 6.29
DSP 0.3 $1.4M 152k 9.44
Silicon Laboratories (SLAB) 0.2 $1.4M 28k 48.53
Alpha & Omega Semiconductor (AOSL) 0.2 $1.3M 137k 9.19
Dr. Reddy's Laboratories (RDY) 0.2 $1.1M 24k 46.29
NOVA MEASURING Instruments L (NVMI) 0.2 $897k 92k 9.80
Qualcomm (QCOM) 0.2 $825k 17k 50.00
TAL International 0.2 $873k 55k 15.90
China Digital TV Holding 0.2 $841k 483k 1.74
Radware Ltd ord (RDWR) 0.1 $696k 45k 15.33
Siliconware Precision Industries 0.1 $692k 89k 7.76
Fabrinet (FN) 0.1 $633k 27k 23.81
Jumei Intl Hldg Ltd Sponsored 0.1 $605k 67k 9.06
Te Connectivity Ltd for 0.1 $472k 7.3k 64.66
Vishay Intertechnology (VSH) 0.1 $399k 33k 12.05
Ctrip.com International 0.1 $436k 9.4k 46.38
Cohu (COHU) 0.1 $450k 37k 12.08
China Yuchai Intl (CYD) 0.1 $436k 41k 10.77
Global Sources 0.1 $322k 41k 7.80
China Automotive Systems (CAAS) 0.1 $291k 64k 4.58
Park Electrochemical 0.1 $265k 18k 15.05
News Corp Class B cos (NWS) 0.1 $258k 19k 13.95
Albany International (AIN) 0.0 $228k 6.3k 36.48
Marvell Technology Group 0.0 $205k 23k 8.84
United Microelectronics (UMC) 0.0 $110k 58k 1.89
Sky mobi 0.0 $40k 17k 2.31