Sensato Investors as of June 30, 2017
Portfolio Holdings for Sensato Investors
Sensato Investors holds 59 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| STMicroelectronics (STM) | 7.1 | $28M | 1.9M | 14.38 | |
| Vishay Intertechnology (VSH) | 6.1 | $24M | 1.4M | 16.60 | |
| 51job | 5.9 | $24M | 525k | 44.73 | |
| Ctrip.com International | 5.5 | $22M | 407k | 53.86 | |
| Lam Research Corporation | 5.2 | $21M | 145k | 141.43 | |
| Tarena International Inc- | 5.1 | $20M | 1.1M | 17.91 | |
| KT Corporation (KT) | 5.0 | $20M | 1.2M | 16.64 | |
| Hp (HPQ) | 4.0 | $16M | 914k | 17.48 | |
| Kulicke and Soffa Industries (KLIC) | 4.0 | $16M | 835k | 19.02 | |
| SK Tele | 3.4 | $14M | 529k | 25.67 | |
| AVX Corporation | 3.4 | $14M | 830k | 16.34 | |
| Electronic Arts (EA) | 3.4 | $14M | 127k | 105.72 | |
| PT Telekomunikasi Indonesia (TLK) | 3.3 | $13M | 383k | 33.67 | |
| Changyou | 3.1 | $12M | 317k | 38.76 | |
| Trinseo S A | 2.5 | $10M | 145k | 68.70 | |
| Knowles (KN) | 2.5 | $9.7M | 576k | 16.92 | |
| Mercer International (MERC) | 2.4 | $9.6M | 831k | 11.50 | |
| Melco Crown Entertainment (MLCO) | 2.3 | $9.1M | 405k | 22.45 | |
| Hawaiian Holdings | 2.1 | $8.2M | 175k | 46.95 | |
| Tupperware Brands Corporation | 1.8 | $7.0M | 99k | 70.23 | |
| Marvell Technology Group | 1.7 | $6.8M | 415k | 16.52 | |
| Net 1 UEPS Technologies (LSAK) | 1.6 | $6.2M | 630k | 9.86 | |
| Benchmark Electronics (BHE) | 1.5 | $6.1M | 188k | 32.30 | |
| China Lodging | 1.4 | $5.7M | 70k | 80.68 | |
| China Petroleum & Chemical | 1.3 | $5.1M | 65k | 78.59 | |
| Qiagen Nv | 1.3 | $5.2M | 154k | 33.53 | |
| China Yuchai Intl (CYD) | 1.0 | $3.9M | 216k | 18.21 | |
| Smith & Nephew (SNN) | 1.0 | $3.9M | 112k | 34.85 | |
| Seagate Technology Com Stk | 0.9 | $3.8M | 97k | 38.75 | |
| Cohu (COHU) | 0.9 | $3.7M | 235k | 15.74 | |
| Sykes Enterprises, Incorporated | 0.9 | $3.5M | 104k | 33.53 | |
| Harmony Gold Mining (HMY) | 0.8 | $3.3M | 2.0M | 1.65 | |
| China Distance Education Holdings | 0.8 | $3.2M | 363k | 8.92 | |
| Kadant (KAI) | 0.5 | $1.9M | 25k | 75.19 | |
| Rudolph Technologies | 0.5 | $1.9M | 84k | 22.85 | |
| Gold Fields (GFI) | 0.5 | $1.8M | 529k | 3.48 | |
| Air Products & Chemicals (APD) | 0.5 | $1.9M | 13k | 143.08 | |
| DSP | 0.5 | $1.9M | 161k | 11.60 | |
| PerkinElmer (RVTY) | 0.5 | $1.8M | 26k | 68.13 | |
| Elbit Systems (ESLT) | 0.4 | $1.4M | 11k | 123.75 | |
| AstraZeneca (AZN) | 0.3 | $1.3M | 38k | 34.08 | |
| United Microelectronics (UMC) | 0.3 | $1.3M | 538k | 2.44 | |
| Fibria Celulose | 0.3 | $1.2M | 120k | 10.16 | |
| Cheetah Mobile | 0.3 | $1.2M | 108k | 10.78 | |
| Entegris (ENTG) | 0.3 | $1.1M | 51k | 21.94 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.3 | $1.1M | 23k | 46.45 | |
| Phoenix New Media | 0.3 | $1.1M | 407k | 2.63 | |
| Yum China Holdings (YUMC) | 0.2 | $812k | 21k | 39.42 | |
| Global Sources | 0.2 | $724k | 36k | 20.00 | |
| Interface (TILE) | 0.2 | $638k | 32k | 19.66 | |
| A10 Networks (ATEN) | 0.1 | $431k | 51k | 8.45 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $362k | 6.1k | 59.34 | |
| China Mobile | 0.1 | $297k | 5.6k | 53.04 | |
| China Automotive Systems (CAAS) | 0.1 | $308k | 64k | 4.85 | |
| Photronics (PLAB) | 0.1 | $259k | 28k | 9.39 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $260k | 12k | 22.09 | |
| Orion Engineered Carbons (OEC) | 0.1 | $295k | 15k | 19.93 | |
| Park Electrochemical | 0.1 | $246k | 13k | 18.45 | |
| Caesar Stone Sdot Yam (CSTE) | 0.1 | $207k | 5.9k | 35.08 |
