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 | 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 | 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 |
