Sensato Investors

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 (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 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 (FANH) 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