Sensato Investors

Sensato Investors as of March 31, 2016

Portfolio Holdings for Sensato Investors

Sensato Investors holds 87 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Syntel 4.7 $27M 532k 49.93
Electronic Arts (EA) 4.1 $23M 346k 66.11
Taiwan Semiconductor Mfg (TSM) 3.9 $22M 832k 26.20
Sohu 3.8 $21M 429k 49.54
51job 3.4 $19M 616k 31.02
Lam Research Corporation (LRCX) 3.4 $19M 231k 82.60
New Oriental Education & Tech 2.8 $16M 462k 34.59
Accenture (ACN) 2.8 $16M 134k 115.40
NetEase (NTES) 2.7 $15M 107k 143.58
SciClone Pharmaceuticals 2.7 $15M 1.4M 11.00
STMicroelectronics (STM) 2.6 $15M 2.6M 5.58
PerkinElmer (RVTY) 2.6 $15M 293k 49.46
Mead Johnson Nutrition 2.5 $14M 163k 84.97
China Lodging 2.4 $14M 357k 38.21
Air Lease Corp (AL) 2.4 $13M 416k 32.12
Western Digital (WDC) 2.3 $13M 279k 47.24
Changyou 2.3 $13M 698k 18.78
China Biologic Products 2.3 $13M 113k 114.48
Visteon Corporation (VC) 2.2 $13M 158k 79.59
Vishay Intertechnology (VSH) 2.1 $12M 990k 12.21
AVX Corporation 2.0 $11M 896k 12.57
Tupperware Brands Corporation (TUP) 1.9 $11M 183k 57.98
WNS (WNS) 1.8 $10M 335k 30.64
A. O. Smith Corporation (AOS) 1.7 $9.4M 123k 76.31
Pegasystems (PEGA) 1.7 $9.3M 367k 25.38
Expeditors International of Washington (EXPD) 1.5 $8.6M 177k 48.81
ICICI Bank (IBN) 1.5 $8.6M 1.2M 7.16
Mercer International (MERC) 1.5 $8.5M 899k 9.45
Kulicke and Soffa Industries (KLIC) 1.4 $8.0M 709k 11.32
iShares Silver Trust (SLV) 1.4 $7.8M 531k 14.68
Dolby Laboratories (DLB) 1.2 $6.8M 158k 43.46
Avery Dennison Corporation (AVY) 1.2 $6.7M 93k 72.11
Bruker Corporation (BRKR) 1.1 $6.4M 229k 28.00
Orbotech Ltd Com Stk 1.1 $6.3M 263k 23.78
Philip Morris International (PM) 1.1 $6.1M 62k 98.11
Intersil Corporation 1.0 $5.8M 437k 13.37
Net 1 UEPS Technologies (LSAK) 1.0 $5.5M 596k 9.20
ChipMOS Technology Bermuda 1.0 $5.5M 317k 17.38
KongZhong Corporation 0.9 $5.2M 718k 7.18
Nippon Telegraph & Telephone (NTTYY) 0.9 $4.9M 114k 43.24
British American Tobac (BTI) 0.9 $4.9M 42k 116.91
3M Company (MMM) 0.8 $4.6M 28k 166.63
China Distance Education Holdings 0.8 $4.6M 313k 14.72
Cadence Design Systems (CDNS) 0.8 $4.4M 188k 23.58
Eastman Chemical Company (EMN) 0.7 $3.9M 54k 72.23
Dun & Bradstreet Corporation 0.7 $3.7M 36k 103.07
Abb (ABBNY) 0.6 $3.5M 181k 19.42
Tata Motors 0.6 $3.4M 119k 29.05
SK Tele 0.6 $3.4M 168k 20.17
Xilinx 0.6 $3.1M 65k 47.43
USANA Health Sciences (USNA) 0.5 $3.0M 25k 121.41
PT Telekomunikasi Indonesia (TLK) 0.5 $2.9M 56k 50.86
KT Corporation (KT) 0.5 $2.8M 210k 13.42
TAL Education (TAL) 0.5 $2.8M 57k 49.68
Kadant (KAI) 0.5 $2.6M 58k 45.16
Intel Corporation (INTC) 0.4 $2.2M 69k 32.35
Phoenix New Media 0.4 $2.2M 491k 4.45
Silicon Motion Technology (SIMO) 0.4 $2.1M 55k 38.82
Siliconware Precision Industries 0.3 $1.8M 229k 7.97
Newmont Mining Corporation (NEM) 0.3 $1.7M 63k 26.59
NetGear (NTGR) 0.3 $1.7M 42k 40.38
Fibria Celulose 0.3 $1.7M 200k 8.48
Alpha & Omega Semiconductor (AOSL) 0.3 $1.6M 136k 11.85
Jumei Intl Hldg Ltd Sponsored 0.3 $1.5M 228k 6.51
ResMed (RMD) 0.2 $1.4M 24k 57.82
DSP 0.2 $1.4M 151k 9.12
Genpact (G) 0.2 $1.3M 48k 27.18
Agilent Technologies Inc C ommon (A) 0.2 $930k 23k 39.86
NOVA MEASURING Instruments L (NVMI) 0.2 $953k 92k 10.41
China Digital TV Holding 0.1 $826k 483k 1.71
Ja Solar Holdings Co Ltd spon adr rep5ord 0.1 $871k 101k 8.61
Cohu (COHU) 0.1 $704k 59k 11.88
Amkor Technology (AMKR) 0.1 $650k 110k 5.89
TAL International 0.1 $611k 40k 15.43
Seagate Technology Com Stk 0.1 $582k 17k 34.44
Hollysys Automation Technolo (HOLI) 0.1 $537k 26k 21.04
China Mobile 0.1 $427k 7.7k 55.45
Trina Solar 0.1 $448k 45k 9.93
Air Products & Chemicals (APD) 0.1 $403k 2.8k 143.93
China Yuchai Intl (CYD) 0.1 $413k 42k 9.86
Global Sources 0.1 $334k 41k 8.09
Park Electrochemical 0.1 $354k 22k 15.99
United Microelectronics (UMC) 0.1 $331k 159k 2.08
China Automotive Systems (CAAS) 0.1 $295k 64k 4.64
Huaneng Power International 0.0 $231k 6.5k 35.54
Tarena International Inc- 0.0 $172k 16k 10.82
Sky mobi 0.0 $36k 17k 2.08