Sensato Investors as of June 30, 2018
Portfolio Holdings for Sensato Investors
Sensato Investors holds 87 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Las Vegas Sands (LVS) | 3.8 | $24M | 320k | 76.36 | |
Unilever (UL) | 3.5 | $23M | 409k | 55.28 | |
Baidu (BIDU) | 3.4 | $22M | 92k | 243.00 | |
STMicroelectronics (STM) | 3.4 | $22M | 990k | 22.12 | |
WNS (WNS) | 3.3 | $22M | 416k | 52.18 | |
VMware | 3.3 | $22M | 147k | 146.97 | |
Melco Crown Entertainment (MLCO) | 3.1 | $20M | 713k | 28.00 | |
NetApp (NTAP) | 3.0 | $20M | 248k | 78.53 | |
New Oriental Education & Tech | 3.0 | $19M | 203k | 94.66 | |
Vishay Intertechnology (VSH) | 3.0 | $19M | 825k | 23.20 | |
Estee Lauder Companies (EL) | 2.9 | $19M | 130k | 142.69 | |
Fortinet (FTNT) | 2.8 | $18M | 295k | 62.43 | |
MasterCard Incorporated (MA) | 2.8 | $18M | 93k | 196.52 | |
Texas Instruments Incorporated (TXN) | 2.7 | $18M | 161k | 110.25 | |
Microsoft Corporation (MSFT) | 2.7 | $18M | 180k | 98.61 | |
58 Com Inc spon adr rep a | 2.6 | $17M | 246k | 69.34 | |
51job | 2.6 | $17M | 173k | 97.64 | |
Hp (HPQ) | 2.6 | $17M | 745k | 22.69 | |
Chevron Corporation (CVX) | 2.6 | $17M | 132k | 126.43 | |
Royal Dutch Shell | 2.6 | $17M | 230k | 72.65 | |
Intel Corporation (INTC) | 2.5 | $17M | 332k | 49.71 | |
Tiffany & Co. | 2.5 | $16M | 123k | 131.60 | |
Microchip Technology (MCHP) | 2.4 | $16M | 173k | 90.95 | |
Vale (VALE) | 2.4 | $15M | 1.2M | 12.82 | |
Maxim Integrated Products | 2.3 | $15M | 259k | 58.66 | |
Amphenol Corporation (APH) | 2.3 | $15M | 173k | 87.15 | |
Waters Corporation (WAT) | 2.2 | $15M | 75k | 193.59 | |
Autohome Inc- (ATHM) | 2.1 | $14M | 138k | 101.00 | |
Acushnet Holdings Corp (GOLF) | 2.1 | $14M | 562k | 24.46 | |
Visa (V) | 2.0 | $13M | 99k | 132.45 | |
Mellanox Technologies | 1.3 | $8.6M | 101k | 84.30 | |
NVIDIA Corporation (NVDA) | 1.2 | $8.1M | 34k | 236.91 | |
Mercer International (MERC) | 1.2 | $7.8M | 444k | 17.50 | |
China Petroleum & Chemical | 1.1 | $7.0M | 77k | 89.84 | |
Syntel | 1.0 | $6.6M | 206k | 32.09 | |
China Yuchai Intl (CYD) | 0.9 | $5.9M | 271k | 21.70 | |
BHP Billiton | 0.9 | $5.8M | 128k | 44.95 | |
AVX Corporation | 0.7 | $4.8M | 306k | 15.67 | |
Zto Express Cayman (ZTO) | 0.6 | $4.1M | 206k | 20.00 | |
Agilent Technologies Inc C ommon (A) | 0.6 | $3.8M | 62k | 61.83 | |
USANA Health Sciences (USNA) | 0.5 | $3.3M | 29k | 115.29 | |
Movado (MOV) | 0.5 | $3.0M | 62k | 48.30 | |
Tarena International Inc- | 0.5 | $3.0M | 396k | 7.57 | |
Sina Corporation | 0.5 | $2.9M | 34k | 84.69 | |
Invesco Synamic Semiconductors equities (PSI) | 0.4 | $2.5M | 48k | 52.18 | |
China Distance Education Holdings | 0.4 | $2.5M | 338k | 7.38 | |
Infosys Technologies (INFY) | 0.3 | $2.2M | 113k | 19.43 | |
Vishay Precision (VPG) | 0.3 | $2.1M | 55k | 38.16 | |
Hollysys Automation Technolo (HOLI) | 0.3 | $2.0M | 91k | 22.14 | |
Nxp Semiconductors N V (NXPI) | 0.3 | $2.0M | 18k | 109.29 | |
Haemonetics Corporation (HAE) | 0.3 | $1.9M | 22k | 89.68 | |
Pos (PKX) | 0.3 | $1.9M | 25k | 74.10 | |
Nanometrics Incorporated | 0.3 | $1.9M | 52k | 35.41 | |
Celanese Corporation (CE) | 0.3 | $1.8M | 16k | 111.09 | |
CTS Corporation (CTS) | 0.3 | $1.7M | 46k | 35.99 | |
ConocoPhillips (COP) | 0.2 | $1.4M | 21k | 69.61 | |
Cnooc | 0.2 | $1.3M | 7.5k | 171.20 | |
Lear Corporation (LEA) | 0.2 | $1.1M | 5.9k | 185.76 | |
PerkinElmer (RVTY) | 0.1 | $978k | 13k | 73.22 | |
Travelport Worldwide | 0.1 | $997k | 54k | 18.53 | |
Onespan (OSPN) | 0.1 | $749k | 38k | 19.65 | |
Ishares Inc msci india index (INDA) | 0.1 | $633k | 19k | 33.32 | |
Expeditors International of Washington (EXPD) | 0.1 | $585k | 8.0k | 73.12 | |
Western Digital (WDC) | 0.1 | $573k | 7.4k | 77.43 | |
Lam Research Corporation (LRCX) | 0.1 | $553k | 3.2k | 172.81 | |
Shutterstock (SSTK) | 0.1 | $603k | 13k | 47.46 | |
Thermo Fisher Scientific (TMO) | 0.1 | $456k | 2.2k | 207.27 | |
Park Electrochemical | 0.1 | $456k | 20k | 23.18 | |
Brightcove (BCOV) | 0.1 | $486k | 50k | 9.65 | |
Bruker Corporation (BRKR) | 0.1 | $412k | 14k | 29.01 | |
Magnachip Semiconductor Corp (MX) | 0.1 | $393k | 38k | 10.24 | |
Yum China Holdings (YUMC) | 0.1 | $415k | 11k | 38.43 | |
Bright Scholar Ed Hldgs | 0.1 | $411k | 25k | 16.65 | |
Varian Medical Systems | 0.1 | $341k | 3.0k | 113.67 | |
Flextronics International Ltd Com Stk (FLEX) | 0.0 | $241k | 17k | 14.09 | |
Sinopec Shanghai Petrochemical | 0.0 | $282k | 4.7k | 60.00 | |
Facebook Inc cl a (META) | 0.0 | $272k | 1.4k | 194.29 | |
Abbott Laboratories (ABT) | 0.0 | $226k | 3.7k | 61.08 | |
Pfizer (PFE) | 0.0 | $207k | 5.7k | 36.32 | |
Emerson Electric (EMR) | 0.0 | $207k | 3.0k | 69.00 | |
International Business Machines (IBM) | 0.0 | $224k | 1.6k | 140.00 | |
Nike (NKE) | 0.0 | $215k | 2.7k | 79.63 | |
OMNOVA Solutions | 0.0 | $181k | 17k | 10.40 | |
Seagate Technology Com Stk | 0.0 | $226k | 4.0k | 56.50 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $179k | 12k | 14.65 | |
Onesmart Intl Ed Group | 0.0 | $129k | 12k | 11.12 | |
Fang Hldgs | 0.0 | $40k | 10k | 3.92 |