Sensato Investors as of June 30, 2016
Portfolio Holdings for Sensato Investors
Sensato Investors holds 102 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 4.3 | $27M | 1.1M | 23.97 | |
| NetEase (NTES) | 4.2 | $26M | 136k | 193.22 | |
| NVIDIA Corporation (NVDA) | 4.1 | $25M | 538k | 47.01 | |
| STMicroelectronics (STM) | 3.3 | $20M | 3.4M | 5.89 | |
| Vishay Intertechnology (VSH) | 3.2 | $20M | 1.6M | 12.39 | |
| ICICI Bank (IBN) | 3.0 | $19M | 2.6M | 7.18 | |
| Syntel | 2.9 | $18M | 396k | 45.26 | |
| New Oriental Education & Tech | 2.8 | $18M | 419k | 41.88 | |
| A. O. Smith Corporation (AOS) | 2.8 | $18M | 198k | 88.11 | |
| PerkinElmer (RVTY) | 2.8 | $17M | 326k | 52.42 | |
| Visteon Corporation (VC) | 2.7 | $17M | 254k | 65.81 | |
| 51job | 2.5 | $15M | 521k | 29.31 | |
| SciClone Pharmaceuticals | 2.4 | $15M | 1.1M | 13.06 | |
| Alibaba Group Holding (BABA) | 2.3 | $14M | 177k | 79.53 | |
| Pegasystems (PEGA) | 2.3 | $14M | 519k | 26.95 | |
| Changyou | 2.2 | $14M | 692k | 20.04 | |
| Herbalife Ltd Com Stk (HLF) | 2.2 | $13M | 230k | 58.53 | |
| China Lodging | 2.1 | $13M | 356k | 36.43 | |
| China Mobile | 2.1 | $13M | 222k | 57.90 | |
| AVX Corporation | 2.0 | $12M | 901k | 13.58 | |
| Sohu | 2.0 | $12M | 323k | 37.86 | |
| Tupperware Brands Corporation | 1.9 | $12M | 210k | 56.28 | |
| PT Telekomunikasi Indonesia (TLK) | 1.9 | $12M | 187k | 61.46 | |
| Infosys Technologies (INFY) | 1.8 | $11M | 633k | 17.85 | |
| British American Tobac (BTI) | 1.8 | $11M | 87k | 129.48 | |
| KT Corporation (KT) | 1.7 | $11M | 754k | 14.26 | |
| iShares Silver Trust (SLV) | 1.7 | $11M | 603k | 17.86 | |
| China Biologic Products | 1.7 | $11M | 100k | 106.32 | |
| Nordson Corporation (NDSN) | 1.6 | $10M | 121k | 83.61 | |
| Avery Dennison Corporation (AVY) | 1.6 | $9.6M | 128k | 74.75 | |
| Lam Research Corporation (LRCX) | 1.5 | $9.2M | 109k | 84.06 | |
| Air Lease Corp (AL) | 1.4 | $8.6M | 321k | 26.78 | |
| Accenture (ACN) | 1.2 | $7.4M | 66k | 113.29 | |
| Orbotech Ltd Com Stk | 1.2 | $7.4M | 291k | 25.55 | |
| Mercer International (MERC) | 1.2 | $7.2M | 902k | 7.98 | |
| Net 1 UEPS Technologies (LSAK) | 1.1 | $6.9M | 695k | 9.99 | |
| Kulicke and Soffa Industries (KLIC) | 1.0 | $6.4M | 528k | 12.17 | |
| Bruker Corporation (BRKR) | 1.0 | $6.1M | 270k | 22.74 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.8 | $5.1M | 108k | 47.08 | |
| Tata Motors | 0.8 | $4.8M | 138k | 34.67 | |
| Varian Medical Systems | 0.8 | $4.7M | 58k | 82.24 | |
| Mentor Graphics Corporation | 0.7 | $4.5M | 210k | 21.26 | |
| Cadence Design Systems (CDNS) | 0.7 | $4.4M | 182k | 24.30 | |
| Kadant (KAI) | 0.7 | $4.2M | 82k | 51.51 | |
| Dolby Laboratories (DLB) | 0.6 | $3.6M | 76k | 47.85 | |
| USANA Health Sciences (USNA) | 0.6 | $3.6M | 32k | 111.42 | |
| China Distance Education Holdings | 0.6 | $3.5M | 342k | 10.34 | |
| ChipMOS Technology Bermuda | 0.5 | $3.3M | 184k | 18.11 | |
| KongZhong Corporation | 0.5 | $3.3M | 648k | 5.06 | |
| Albany International (AIN) | 0.5 | $3.1M | 77k | 39.93 | |
| ExlService Holdings (EXLS) | 0.5 | $3.1M | 59k | 52.40 | |
| WNS | 0.5 | $2.9M | 109k | 27.00 | |
| Intersil Corporation | 0.5 | $2.8M | 208k | 13.54 | |
| MKS Instruments (MKSI) | 0.5 | $2.8M | 66k | 43.06 | |
| LG Display (LPL) | 0.5 | $2.8M | 243k | 11.59 | |
| Chunghwa Telecom Co Ltd - (CHT) | 0.4 | $2.6M | 70k | 36.30 | |
| Wix (WIX) | 0.4 | $2.5M | 84k | 30.35 | |
| Rudolph Technologies | 0.4 | $2.3M | 150k | 15.53 | |
| 58 Com Inc spon adr rep a | 0.4 | $2.4M | 52k | 45.90 | |
| BHP Billiton | 0.4 | $2.2M | 88k | 25.38 | |
| International Flavors & Fragrances (IFF) | 0.3 | $2.1M | 16k | 126.07 | |
| Teradyne (TER) | 0.3 | $1.8M | 94k | 19.69 | |
| Phoenix New Media | 0.3 | $1.8M | 481k | 3.68 | |
| Newmont Mining Corporation (NEM) | 0.2 | $1.5M | 39k | 39.13 | |
| DSP | 0.2 | $1.5M | 143k | 10.61 | |
| H.B. Fuller Company (FUL) | 0.2 | $1.5M | 34k | 44.00 | |
| Alpha & Omega Semiconductor (AOSL) | 0.2 | $1.3M | 93k | 13.93 | |
| Cohu (COHU) | 0.2 | $1.0M | 94k | 10.85 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $977k | 89k | 10.94 | |
| Fibria Celulose | 0.1 | $830k | 123k | 6.76 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $791k | 10k | 78.32 | |
| HDFC Bank (HDB) | 0.1 | $683k | 10k | 66.31 | |
| China Uni | 0.1 | $681k | 65k | 10.41 | |
| Genpact (G) | 0.1 | $655k | 24k | 26.84 | |
| Smith & Nephew (SNN) | 0.1 | $607k | 18k | 34.34 | |
| A10 Networks (ATEN) | 0.1 | $624k | 97k | 6.47 | |
| Avnet (AVT) | 0.1 | $571k | 14k | 40.50 | |
| Prudential Financial (PRU) | 0.1 | $534k | 7.5k | 71.34 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $547k | 6.1k | 89.16 | |
| China Digital TV Holding | 0.1 | $565k | 483k | 1.17 | |
| Nu Skin Enterprises (NUS) | 0.1 | $471k | 10k | 46.18 | |
| Electronic Arts (EA) | 0.1 | $505k | 6.7k | 75.75 | |
| Analog Devices (ADI) | 0.1 | $504k | 8.9k | 56.63 | |
| United Microelectronics (UMC) | 0.1 | $490k | 246k | 1.99 | |
| Autoliv (ALV) | 0.1 | $462k | 4.3k | 107.44 | |
| Nanometrics Incorporated | 0.1 | $430k | 21k | 20.77 | |
| Hollysys Automation Technolo (HOLI) | 0.1 | $449k | 26k | 17.39 | |
| China Yuchai Intl (CYD) | 0.1 | $421k | 39k | 10.82 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $344k | 3.5k | 97.56 | |
| Global Sources | 0.1 | $362k | 40k | 9.17 | |
| Monotype Imaging Holdings | 0.1 | $365k | 15k | 24.66 | |
| Huaneng Power International | 0.1 | $367k | 15k | 24.97 | |
| Sierra Wireless | 0.1 | $290k | 17k | 16.96 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $252k | 7.5k | 33.60 | |
| Microchip Technology (MCHP) | 0.0 | $274k | 5.4k | 50.74 | |
| Park Electrochemical | 0.0 | $242k | 17k | 14.55 | |
| ON Semiconductor (ON) | 0.0 | $214k | 24k | 8.81 | |
| China Automotive Systems (CAAS) | 0.0 | $205k | 64k | 3.23 | |
| Westpac Banking Corporation | 0.0 | $214k | 9.7k | 22.06 | |
| Tarena International Inc- | 0.0 | $108k | 10k | 10.35 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $130k | 20k | 6.63 | |
| Sky mobi | 0.0 | $32k | 17k | 1.85 |
