Sensato Investors

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 (TUP) 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 (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