Sensato Investors as of Sept. 30, 2017
Portfolio Holdings for Sensato Investors
Sensato Investors holds 63 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| STMicroelectronics (STM) | 5.8 | $29M | 1.5M | 19.42 | |
| 51job | 5.5 | $28M | 461k | 60.61 | |
| Vishay Intertechnology (VSH) | 5.2 | $27M | 1.4M | 18.80 | |
| Fibria Celulose | 4.8 | $24M | 1.8M | 13.54 | |
| Smith & Nephew (SNN) | 4.3 | $22M | 593k | 36.40 | |
| Agilent Technologies Inc C ommon (A) | 4.0 | $20M | 313k | 64.20 | |
| Tarena International Inc- | 3.9 | $20M | 1.4M | 14.55 | |
| Electronic Arts (EA) | 3.8 | $19M | 164k | 118.06 | |
| Kulicke and Soffa Industries (KLIC) | 3.6 | $18M | 842k | 21.57 | |
| Royal Dutch Shell | 3.4 | $17M | 275k | 62.54 | |
| HDFC Bank (HDB) | 3.0 | $15M | 159k | 96.37 | |
| Taiwan Semiconductor Mfg (TSM) | 3.0 | $15M | 406k | 37.55 | |
| AVX Corporation | 3.0 | $15M | 830k | 18.23 | |
| BHP Billiton | 2.6 | $13M | 378k | 35.45 | |
| Microchip Technology (MCHP) | 2.5 | $13M | 142k | 89.78 | |
| SK Tele | 2.5 | $13M | 514k | 24.59 | |
| Cnooc | 2.5 | $13M | 97k | 129.70 | |
| Vale (VALE) | 2.1 | $11M | 1.1M | 10.07 | |
| New Oriental Education & Tech | 2.0 | $10M | 115k | 88.26 | |
| Bruker Corporation (BRKR) | 2.0 | $10M | 336k | 29.75 | |
| China Petroleum & Chemical | 1.9 | $9.8M | 130k | 75.76 | |
| Mercer International (MERC) | 1.9 | $9.5M | 800k | 11.85 | |
| Changyou | 1.9 | $9.3M | 236k | 39.61 | |
| Trinseo S A | 1.8 | $8.9M | 133k | 67.10 | |
| Yirendai (YRD) | 1.8 | $8.9M | 213k | 41.94 | |
| China Lodging | 1.7 | $8.7M | 73k | 118.82 | |
| China Mobile | 1.4 | $7.2M | 143k | 50.57 | |
| Benchmark Electronics (BHE) | 1.3 | $6.4M | 186k | 34.15 | |
| China Yuchai Intl (CYD) | 1.2 | $6.3M | 284k | 22.26 | |
| Boeing Company (BA) | 1.1 | $5.8M | 23k | 254.21 | |
| Cohu (COHU) | 1.1 | $5.6M | 235k | 23.84 | |
| Net 1 UEPS Technologies (LSAK) | 1.0 | $5.1M | 524k | 9.74 | |
| Cognizant Technology Solutions (CTSH) | 1.0 | $5.0M | 68k | 72.53 | |
| Hp (HPQ) | 1.0 | $4.9M | 246k | 19.96 | |
| Maxim Integrated Products | 0.9 | $4.8M | 100k | 47.71 | |
| Philip Morris International (PM) | 0.9 | $4.5M | 41k | 111.01 | |
| Knowles (KN) | 0.8 | $4.2M | 277k | 15.27 | |
| Hawaiian Holdings (HA) | 0.7 | $3.5M | 93k | 37.55 | |
| Wipro (WIT) | 0.6 | $3.2M | 572k | 5.68 | |
| Sykes Enterprises, Incorporated | 0.6 | $3.0M | 104k | 29.16 | |
| Gold Fields (GFI) | 0.6 | $3.0M | 686k | 4.31 | |
| Elbit Systems (ESLT) | 0.6 | $2.9M | 20k | 147.06 | |
| Qiagen Nv | 0.5 | $2.6M | 82k | 31.50 | |
| LG Display (LPL) | 0.5 | $2.5M | 189k | 13.42 | |
| China Distance Education Holdings | 0.5 | $2.4M | 363k | 6.71 | |
| DSP | 0.4 | $2.2M | 167k | 13.00 | |
| Phoenix New Media | 0.4 | $2.2M | 367k | 5.89 | |
| Harmony Gold Mining (HMY) | 0.4 | $2.1M | 1.1M | 1.83 | |
| iShares MSCI Thailand Index Fund (THD) | 0.4 | $1.8M | 21k | 86.46 | |
| Rudolph Technologies | 0.3 | $1.7M | 63k | 26.31 | |
| KB Financial (KB) | 0.3 | $1.4M | 29k | 49.03 | |
| Applied Materials (AMAT) | 0.1 | $729k | 14k | 52.07 | |
| PT Telekomunikasi Indonesia (TLK) | 0.1 | $500k | 15k | 34.32 | |
| Vishay Precision (VPG) | 0.1 | $459k | 19k | 24.37 | |
| Rayonier Advanced Matls (RYAM) | 0.1 | $433k | 32k | 13.70 | |
| Fox Factory Hldg (FOXF) | 0.1 | $405k | 9.4k | 43.09 | |
| Diodes Incorporated (DIOD) | 0.1 | $329k | 11k | 29.91 | |
| Pos (PKX) | 0.1 | $298k | 4.3k | 69.30 | |
| Kadant (KAI) | 0.1 | $297k | 3.0k | 98.54 | |
| Cheetah Mobile | 0.1 | $313k | 37k | 8.41 | |
| Park Electrochemical | 0.0 | $221k | 12k | 18.52 | |
| Advanced Semiconductor Engineering | 0.0 | $86k | 14k | 6.19 | |
| China Automotive Systems (CAAS) | 0.0 | $57k | 11k | 5.18 |
