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 | 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 | 1.9 | $11M | 183k | 57.98 | |
| 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 |
