Sensato Investors as of Sept. 30, 2018
Portfolio Holdings for Sensato Investors
Sensato Investors holds 93 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WNS | 3.3 | $19M | 375k | 50.75 | |
| Infosys Technologies (INFY) | 3.2 | $19M | 1.8M | 10.17 | |
| Mellanox Technologies | 3.2 | $19M | 252k | 73.45 | |
| Baidu (BIDU) | 3.1 | $18M | 80k | 228.68 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 3.1 | $18M | 775k | 22.97 | |
| PerkinElmer (RVTY) | 3.0 | $18M | 180k | 97.27 | |
| KT Corporation (KT) | 2.9 | $17M | 1.1M | 14.85 | |
| Autohome Inc- (ATHM) | 2.7 | $16M | 204k | 77.41 | |
| 51job | 2.7 | $16M | 202k | 76.99 | |
| Microsoft Corporation (MSFT) | 2.7 | $16M | 136k | 114.37 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $16M | 64k | 244.07 | |
| Vishay Intertechnology (VSH) | 2.6 | $15M | 750k | 20.35 | |
| NetApp (NTAP) | 2.6 | $15M | 177k | 85.89 | |
| Aercap Holdings Nv Ord Cmn (AER) | 2.6 | $15M | 262k | 57.52 | |
| Royal Dutch Shell | 2.6 | $15M | 211k | 70.93 | |
| Acushnet Holdings Corp (GOLF) | 2.6 | $15M | 545k | 27.43 | |
| Agilent Technologies Inc C ommon (A) | 2.5 | $15M | 208k | 70.54 | |
| Visa (V) | 2.5 | $15M | 97k | 150.09 | |
| Hp (HPQ) | 2.5 | $14M | 557k | 25.77 | |
| AVX Corporation | 2.4 | $14M | 783k | 18.05 | |
| Fortinet (FTNT) | 2.4 | $14M | 152k | 92.27 | |
| MasterCard Incorporated (MA) | 2.4 | $14M | 62k | 222.60 | |
| Vale (VALE) | 2.4 | $14M | 921k | 14.84 | |
| Waters Corporation (WAT) | 2.3 | $13M | 69k | 194.67 | |
| USANA Health Sciences (USNA) | 2.3 | $13M | 109k | 120.55 | |
| Avnet (AVT) | 2.2 | $13M | 279k | 44.77 | |
| SK Tele | 2.1 | $12M | 441k | 27.88 | |
| Maxim Integrated Products | 2.1 | $12M | 215k | 56.39 | |
| Texas Instruments Incorporated (TXN) | 1.8 | $11M | 99k | 107.29 | |
| STMicroelectronics (STM) | 1.8 | $11M | 576k | 18.34 | |
| Zto Express Cayman (ZTO) | 1.8 | $11M | 637k | 16.57 | |
| Radware Ltd ord (RDWR) | 1.7 | $9.7M | 368k | 26.47 | |
| Daqo New Energy Corp- (DQ) | 1.6 | $9.5M | 365k | 26.11 | |
| Mercer International (MERC) | 1.6 | $9.1M | 540k | 16.80 | |
| China Mobile | 1.3 | $7.5M | 153k | 48.93 | |
| China Yuchai Intl (CYD) | 1.0 | $5.9M | 344k | 17.27 | |
| China Petroleum & Chemical | 1.0 | $5.8M | 57k | 100.43 | |
| Bruker Corporation (BRKR) | 0.8 | $4.9M | 146k | 33.45 | |
| PetroChina Company | 0.8 | $4.6M | 57k | 81.43 | |
| Mettler-Toledo International (MTD) | 0.7 | $4.3M | 7.0k | 609.01 | |
| Callaway Golf Company (MODG) | 0.7 | $4.2M | 175k | 24.29 | |
| Codexis (CDXS) | 0.6 | $3.6M | 213k | 17.15 | |
| Cadence Design Systems (CDNS) | 0.6 | $3.5M | 77k | 45.32 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $3.2M | 12k | 269.92 | |
| Microchip Technology (MCHP) | 0.5 | $3.1M | 39k | 78.91 | |
| China Distance Education Holdings | 0.5 | $2.8M | 337k | 8.28 | |
| Angi Homeservices | 0.5 | $2.8M | 119k | 23.48 | |
| Nu Skin Enterprises (NUS) | 0.5 | $2.7M | 32k | 82.43 | |
| Tarena International Inc- | 0.4 | $2.3M | 287k | 8.12 | |
| InterDigital (IDCC) | 0.4 | $2.3M | 28k | 80.01 | |
| Movado (MOV) | 0.3 | $2.0M | 49k | 41.89 | |
| Momo | 0.3 | $1.6M | 37k | 43.81 | |
| Atlassian Corp Plc cl a | 0.3 | $1.6M | 17k | 96.15 | |
| Vishay Precision (VPG) | 0.3 | $1.5M | 41k | 37.40 | |
| Sinopec Shanghai Petrochemical | 0.3 | $1.5M | 25k | 60.37 | |
| Golar Lng (GLNG) | 0.2 | $1.4M | 52k | 27.79 | |
| 21vianet Group (VNET) | 0.2 | $1.3M | 133k | 10.10 | |
| Apple (AAPL) | 0.2 | $1.2M | 5.1k | 225.69 | |
| Kennametal (KMT) | 0.2 | $1.2M | 27k | 43.55 | |
| Las Vegas Sands (LVS) | 0.2 | $898k | 15k | 59.36 | |
| ConocoPhillips (COP) | 0.2 | $909k | 12k | 77.43 | |
| CTS Corporation (CTS) | 0.1 | $855k | 25k | 34.29 | |
| Hollysys Automation Technolo (HOLI) | 0.1 | $881k | 41k | 21.36 | |
| Orion Engineered Carbons (OEC) | 0.1 | $820k | 26k | 32.08 | |
| Air Products & Chemicals (APD) | 0.1 | $718k | 4.3k | 166.98 | |
| Pfizer (PFE) | 0.1 | $640k | 15k | 44.07 | |
| Sensata Technolo (ST) | 0.1 | $656k | 13k | 49.54 | |
| Unilever (UL) | 0.1 | $555k | 10k | 54.98 | |
| Onesmart Intl Ed Group | 0.1 | $556k | 62k | 8.92 | |
| Noah Holdings (NOAH) | 0.1 | $512k | 12k | 42.12 | |
| Abbott Laboratories (ABT) | 0.1 | $470k | 6.4k | 73.44 | |
| Silicon Motion Technology (SIMO) | 0.1 | $452k | 8.4k | 53.69 | |
| Pos (PKX) | 0.1 | $403k | 6.1k | 66.07 | |
| BHP Billiton (BHP) | 0.1 | $434k | 8.7k | 49.89 | |
| Monotype Imaging Holdings | 0.1 | $383k | 19k | 20.18 | |
| BHP Billiton | 0.1 | $374k | 8.5k | 44.00 | |
| Robert Half International (RHI) | 0.1 | $366k | 5.2k | 70.38 | |
| Dr. Reddy's Laboratories (RDY) | 0.1 | $323k | 9.3k | 34.62 | |
| China Telecom Corporation | 0.1 | $332k | 6.7k | 49.42 | |
| NetGear (NTGR) | 0.1 | $365k | 5.8k | 62.93 | |
| Shutterstock (SSTK) | 0.1 | $347k | 6.4k | 54.55 | |
| AU Optronics | 0.1 | $295k | 70k | 4.21 | |
| Xilinx | 0.1 | $313k | 3.9k | 80.26 | |
| WisdomTree India Earnings Fund (EPI) | 0.1 | $277k | 12k | 24.09 | |
| Pentair cs (PNR) | 0.1 | $299k | 6.9k | 43.33 | |
| Chemours (CC) | 0.1 | $272k | 6.9k | 39.42 | |
| 3M Company (MMM) | 0.0 | $253k | 1.2k | 210.83 | |
| Cohu (COHU) | 0.0 | $243k | 9.7k | 25.11 | |
| Ikang Healthcare Group- | 0.0 | $206k | 11k | 18.07 | |
| Melco Crown Entertainment (MLCO) | 0.0 | $202k | 9.5k | 21.19 | |
| TTM Technologies (TTMI) | 0.0 | $194k | 12k | 15.94 | |
| News (NWSA) | 0.0 | $179k | 14k | 13.16 | |
| Cheetah Mobile | 0.0 | $152k | 16k | 9.81 |
