Sensato Investors as of Dec. 31, 2018
Portfolio Holdings for Sensato Investors
Sensato Investors holds 83 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KT Corporation (KT) | 4.6 | $17M | 1.2M | 14.22 | |
| NetEase (NTES) | 4.0 | $15M | 64k | 235.37 | |
| Visa (V) | 3.7 | $14M | 105k | 131.94 | |
| Mellanox Technologies | 3.1 | $12M | 129k | 92.38 | |
| Merck & Co (MRK) | 3.0 | $12M | 150k | 76.41 | |
| SK Tele | 3.0 | $11M | 415k | 26.80 | |
| WNS | 2.8 | $11M | 258k | 41.26 | |
| PerkinElmer (RVTY) | 2.8 | $11M | 134k | 78.55 | |
| 51job | 2.7 | $10M | 165k | 62.44 | |
| BHP Billiton (BHP) | 2.7 | $10M | 208k | 48.29 | |
| Waters Corporation (WAT) | 2.6 | $9.6M | 51k | 188.65 | |
| Agilent Technologies Inc C ommon (A) | 2.5 | $9.5M | 141k | 67.46 | |
| Royal Dutch Shell | 2.5 | $9.2M | 154k | 59.94 | |
| Cadence Design Systems (CDNS) | 2.4 | $9.2M | 212k | 43.48 | |
| Microsoft Corporation (MSFT) | 2.4 | $9.2M | 90k | 101.56 | |
| AVX Corporation | 2.4 | $9.2M | 601k | 15.25 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $9.2M | 41k | 223.79 | |
| Fortinet (FTNT) | 2.4 | $8.9M | 126k | 70.43 | |
| Acushnet Holdings Corp (GOLF) | 2.3 | $8.8M | 418k | 21.07 | |
| Vale (VALE) | 2.3 | $8.8M | 665k | 13.19 | |
| Mettler-Toledo International (MTD) | 2.3 | $8.8M | 16k | 565.59 | |
| Autohome Inc- (ATHM) | 2.3 | $8.6M | 110k | 78.23 | |
| Hp (HPQ) | 2.3 | $8.5M | 417k | 20.46 | |
| Bruker Corporation (BRKR) | 2.1 | $8.0M | 270k | 29.77 | |
| Daqo New Energy Corp- (DQ) | 2.1 | $7.8M | 331k | 23.40 | |
| Infosys Technologies (INFY) | 1.7 | $6.5M | 686k | 9.52 | |
| China Mobile | 1.7 | $6.5M | 136k | 48.00 | |
| China Petroleum & Chemical | 1.7 | $6.3M | 89k | 70.60 | |
| Nokia Corporation (NOK) | 1.6 | $6.0M | 1.0M | 5.82 | |
| USANA Health Sciences (USNA) | 1.4 | $5.2M | 45k | 117.73 | |
| Mercer International (MERC) | 1.4 | $5.1M | 487k | 10.44 | |
| Radware Ltd ord (RDWR) | 1.3 | $4.8M | 210k | 22.71 | |
| Las Vegas Sands (LVS) | 1.1 | $4.3M | 82k | 52.05 | |
| STMicroelectronics (STM) | 1.1 | $4.1M | 294k | 13.88 | |
| China Yuchai Intl (CYD) | 1.1 | $4.1M | 326k | 12.44 | |
| Wipro (WIT) | 1.1 | $3.9M | 768k | 5.13 | |
| Callaway Golf Company (MODG) | 1.0 | $3.9M | 255k | 15.30 | |
| PetroChina Company | 1.0 | $3.8M | 62k | 61.55 | |
| Codexis (CDXS) | 0.8 | $3.0M | 180k | 16.70 | |
| Xilinx | 0.8 | $2.9M | 34k | 85.17 | |
| KLA-Tencor Corporation (KLAC) | 0.7 | $2.7M | 30k | 89.50 | |
| Boeing Company (BA) | 0.7 | $2.4M | 7.6k | 322.47 | |
| AU Optronics | 0.6 | $2.3M | 592k | 3.94 | |
| MasterCard Incorporated (MA) | 0.6 | $2.3M | 12k | 188.62 | |
| Pos (PKX) | 0.6 | $2.3M | 41k | 54.93 | |
| Zto Express Cayman (ZTO) | 0.6 | $2.2M | 142k | 15.83 | |
| New Oriental Education & Tech | 0.6 | $2.1M | 39k | 54.81 | |
| Changyou | 0.6 | $2.1M | 113k | 18.28 | |
| Noah Holdings (NOAH) | 0.6 | $2.1M | 48k | 43.31 | |
| China Distance Education Holdings | 0.6 | $2.1M | 312k | 6.70 | |
| Sinopec Shanghai Petrochemical | 0.5 | $1.9M | 44k | 43.15 | |
| Prudential Financial (PRU) | 0.5 | $1.9M | 23k | 81.53 | |
| Ebix (EBIXQ) | 0.5 | $1.8M | 43k | 42.56 | |
| Alibaba Group Holding (BABA) | 0.5 | $1.7M | 13k | 137.04 | |
| Tarena International Inc- | 0.4 | $1.6M | 253k | 6.30 | |
| Pfizer (PFE) | 0.4 | $1.5M | 34k | 43.64 | |
| Genpact (G) | 0.4 | $1.4M | 53k | 27.00 | |
| 21vianet Group (VNET) | 0.4 | $1.4M | 164k | 8.64 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $1.3M | 14k | 94.49 | |
| Cabot Microelectronics Corporation | 0.3 | $1.1M | 11k | 95.35 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.3 | $1.0M | 26k | 39.60 | |
| 3M Company (MMM) | 0.3 | $1.1M | 5.6k | 190.54 | |
| Pentair cs (PNR) | 0.3 | $972k | 26k | 37.78 | |
| Orion Engineered Carbons (OEC) | 0.3 | $970k | 38k | 25.28 | |
| Dr. Reddy's Laboratories (RDY) | 0.2 | $938k | 25k | 37.70 | |
| Kennametal (KMT) | 0.2 | $837k | 25k | 33.27 | |
| Morphosys (MOR) | 0.2 | $790k | 31k | 25.28 | |
| Silicon Motion Technology (SIMO) | 0.2 | $707k | 21k | 34.49 | |
| Yum China Holdings (YUMC) | 0.2 | $652k | 19k | 33.55 | |
| NetApp (NTAP) | 0.2 | $597k | 10k | 59.70 | |
| China Telecom Corporation | 0.1 | $544k | 11k | 50.76 | |
| Unilever (UL) | 0.1 | $527k | 10k | 52.20 | |
| Onesmart Intl Ed Group | 0.1 | $496k | 64k | 7.80 | |
| Fanhua Inc -ads american depository receipt | 0.1 | $452k | 21k | 21.95 | |
| JinkoSolar Holding (JKS) | 0.1 | $426k | 43k | 9.90 | |
| Sykes Enterprises, Incorporated | 0.1 | $385k | 16k | 24.73 | |
| Maxim Integrated Products | 0.1 | $349k | 6.9k | 50.84 | |
| Gates Industrial Corpratin P ord (GTES) | 0.1 | $250k | 19k | 13.25 | |
| National Instruments | 0.1 | $229k | 5.0k | 45.45 | |
| Hollysys Automation Technolo (HOLI) | 0.1 | $224k | 13k | 17.47 | |
| Ppdai Group | 0.1 | $211k | 59k | 3.61 | |
| Xinyuan Real Estate | 0.1 | $180k | 47k | 3.80 | |
| United Microelectronics (UMC) | 0.0 | $58k | 32k | 1.79 |
