Sensato Investors

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