Sensato Investors

Sensato Investors as of March 31, 2018

Portfolio Holdings for Sensato Investors

Sensato Investors holds 75 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Melco Crown Entertainment (MLCO) 4.3 $28M 959k 28.98
Unilever (UL) 4.0 $26M 466k 55.56
Las Vegas Sands (LVS) 3.7 $24M 335k 71.90
STMicroelectronics (STM) 3.7 $24M 1.1M 22.29
51job 3.1 $20M 232k 86.04
Estee Lauder Companies (EL) 3.0 $19M 130k 149.72
Applied Materials (AMAT) 3.0 $19M 342k 55.61
Hilton Worldwide Holdings (HLT) 2.9 $19M 241k 78.76
Agilent Technologies Inc C ommon (A) 2.9 $19M 276k 66.90
Lam Research Corporation 2.8 $18M 90k 203.16
58 Com Inc spon adr rep a 2.8 $18M 223k 79.86
Waters Corporation (WAT) 2.8 $18M 89k 198.65
Fortinet (FTNT) 2.7 $18M 330k 53.58
Hp (HPQ) 2.7 $18M 805k 21.92
PerkinElmer (RVTY) 2.7 $17M 228k 75.72
Hewlett Packard Enterprise (HPE) 2.7 $17M 980k 17.54
Facebook Inc cl a (META) 2.6 $17M 107k 159.79
Royal Dutch Shell 2.6 $17M 256k 65.53
Autohome Inc- (ATHM) 2.6 $17M 195k 85.94
Mettler-Toledo International (MTD) 2.6 $17M 29k 575.03
Myriad Genetics (MYGN) 2.5 $16M 554k 29.55
Texas Instruments Incorporated (TXN) 2.4 $15M 147k 103.89
Teradyne (TER) 2.2 $14M 316k 45.71
SK Tele 2.2 $14M 595k 24.17
Cisco Systems (CSCO) 1.9 $12M 289k 42.89
New Oriental Education & Tech 1.9 $12M 141k 87.65
Kulicke and Soffa Industries (KLIC) 1.9 $12M 492k 25.01
Cognizant Technology Solutions (CTSH) 1.6 $11M 130k 80.50
Sanofi-Aventis SA (SNY) 1.6 $10M 260k 40.08
Acushnet Holdings Corp (GOLF) 1.6 $10M 440k 23.09
Huntsman Corporation (HUN) 1.5 $9.6M 327k 29.25
WNS 1.3 $8.7M 191k 45.33
Micron Technology (MU) 1.3 $8.5M 163k 52.14
AVX Corporation 1.2 $7.6M 458k 16.55
Smith & Nephew (SNN) 1.2 $7.5M 195k 38.15
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.1 $7.0M 420k 16.62
MasterCard Incorporated (MA) 1.1 $6.8M 39k 175.15
Tarena International Inc- 1.0 $6.7M 594k 11.22
China Yuchai Intl (CYD) 1.0 $6.5M 306k 21.17
Ingersoll-rand Co Ltd-cl A 0.7 $4.7M 56k 85.52
Mercer International (MERC) 0.7 $4.7M 378k 12.45
NetApp (NTAP) 0.7 $4.5M 73k 61.69
Bruker Corporation (BRKR) 0.6 $4.1M 137k 29.92
Syntel 0.5 $3.4M 132k 25.53
Powershares Etf Trust dyn semct port 0.5 $3.4M 64k 52.85
Sina Corporation 0.5 $3.2M 31k 104.28
Shutterstock (SSTK) 0.5 $3.1M 64k 48.14
Vale (VALE) 0.5 $2.9M 230k 12.72
China Distance Education Holdings 0.4 $2.8M 338k 8.17
LeMaitre Vascular (LMAT) 0.4 $2.6M 73k 36.23
Cypress Semiconductor Corporation 0.4 $2.6M 153k 16.96
Washington Prime (WB) 0.4 $2.5M 21k 119.56
Boston Scientific Corporation (BSX) 0.4 $2.4M 88k 27.32
Elbit Systems (ESLT) 0.3 $1.9M 16k 121.55
Vishay Precision (VPG) 0.3 $1.8M 57k 31.14
ConocoPhillips (COP) 0.2 $1.2M 21k 59.27
China Petroleum & Chemical 0.2 $1.0M 11k 88.47
PowerShares Gld Drg Haltr USX China 0.1 $770k 17k 46.17
Orion Engineered Carbons (OEC) 0.1 $659k 24k 27.12
Starbucks Corporation (SBUX) 0.1 $556k 9.6k 57.92
NOVA MEASURING Instruments L (NVMI) 0.1 $515k 19k 27.11
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.1 $521k 5.0k 104.20
Microchip Technology (MCHP) 0.1 $429k 4.7k 91.28
Pearson (PSO) 0.1 $455k 43k 10.53
Pfizer (PFE) 0.1 $408k 12k 35.48
Broad 0.1 $401k 1.7k 235.88
Microsoft Corporation (MSFT) 0.1 $301k 3.3k 91.21
Emerson Electric (EMR) 0.1 $301k 4.4k 68.41
Xilinx 0.0 $231k 3.2k 72.19
NVIDIA Corporation (NVDA) 0.0 $208k 900.00 231.11
Diageo (DEO) 0.0 $217k 1.6k 135.62
Danaher Corporation (DHR) 0.0 $206k 2.1k 98.10
Imperva 0.0 $225k 5.2k 43.27
McDermott International 0.0 $110k 18k 6.08
Phoenix New Media 0.0 $114k 26k 4.36