Sensato Investors

Sensato Investors as of March 31, 2019

Portfolio Holdings for Sensato Investors

Sensato Investors holds 76 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
KT Corporation (KT) 4.2 $15M 1.2M 12.44
WNS 3.8 $14M 256k 53.27
PerkinElmer (RVTY) 3.8 $14M 141k 96.36
NetEase (NTES) 3.8 $14M 56k 241.44
Estee Lauder Companies (EL) 3.7 $13M 79k 165.55
Autohome Inc- (ATHM) 3.5 $13M 120k 105.12
Merck & Co (MRK) 3.5 $12M 149k 83.17
Thermo Fisher Scientific (TMO) 3.3 $12M 44k 273.71
Xilinx 3.3 $12M 92k 126.79
Microsoft Corporation (MSFT) 3.1 $11M 95k 117.94
Agilent Technologies Inc C ommon (A) 2.9 $11M 131k 80.38
SK Tele 2.9 $10M 424k 24.49
Cadence Design Systems (CDNS) 2.8 $10M 157k 63.51
51job 2.8 $9.9M 127k 77.88
BHP Billiton (BHP) 2.6 $9.4M 172k 54.67
Visa (V) 2.6 $9.3M 59k 156.19
Royal Dutch Shell 2.6 $9.2M 144k 63.95
Acushnet Holdings Corp (GOLF) 2.5 $9.0M 388k 23.14
AVX Corporation 2.5 $8.9M 515k 17.34
Waters Corporation (WAT) 2.2 $8.0M 32k 251.70
Hp (HPQ) 2.2 $8.0M 410k 19.43
Bruker Corporation (BRKR) 2.2 $7.9M 206k 38.44
Fortinet (FTNT) 2.2 $7.9M 94k 83.97
New Oriental Education & Tech 2.1 $7.7M 85k 90.09
STMicroelectronics (STM) 2.1 $7.6M 510k 14.85
China Petroleum & Chemical 2.0 $7.0M 88k 79.50
Colfax Corporation 1.7 $6.1M 205k 29.68
Daqo New Energy Corp- (DQ) 1.7 $6.0M 183k 33.03
Mercer International (MERC) 1.5 $5.5M 405k 13.51
Ishares Tr zealand invst (ENZL) 1.5 $5.2M 100k 52.29
China Yuchai Intl (CYD) 1.4 $5.2M 326k 15.85
China Mobile 1.4 $5.0M 98k 50.99
Flextronics International Ltd Com Stk (FLEX) 1.4 $4.9M 487k 10.00
Wipro (WIT) 1.1 $4.1M 1.0M 3.98
PetroChina Company 0.9 $3.4M 52k 65.42
Changyou 0.9 $3.2M 187k 17.10
Las Vegas Sands (LVS) 0.8 $2.9M 47k 60.96
Knowles (KN) 0.7 $2.4M 139k 17.63
JinkoSolar Holding (JKS) 0.7 $2.3M 130k 18.00
Mettler-Toledo International (MTD) 0.6 $2.3M 3.1k 722.91
Noah Holdings (NOAH) 0.6 $2.3M 47k 48.46
China Distance Education Holdings 0.6 $2.1M 312k 6.77
Sinopec Shanghai Petrochemical 0.6 $2.1M 44k 47.74
Radware Ltd ord (RDWR) 0.6 $2.0M 78k 26.14
Ebix (EBIXQ) 0.6 $2.0M 41k 49.38
Lexinfintech Hldgs (LX) 0.5 $1.7M 162k 10.50
Tarena International Inc- 0.3 $1.2M 222k 5.43
AU Optronics 0.3 $1.0M 287k 3.64
Genpact (G) 0.3 $960k 27k 35.16
21vianet Group (VNET) 0.3 $964k 121k 7.94
Dr. Reddy's Laboratories (RDY) 0.3 $913k 23k 40.51
Cabot Microelectronics Corporation 0.2 $817k 7.3k 111.92
Yum China Holdings (YUMC) 0.2 $815k 18k 44.93
Zto Express Cayman (ZTO) 0.2 $812k 44k 18.28
KLA-Tencor Corporation (KLAC) 0.2 $742k 6.2k 119.33
Silicon Motion Technology (SIMO) 0.2 $750k 19k 39.62
Monotype Imaging Holdings 0.2 $708k 36k 19.89
Morphosys (MOR) 0.2 $721k 32k 22.73
HDFC Bank (HDB) 0.2 $603k 5.2k 115.96
China Telecom Corporation 0.2 $595k 11k 56.04
Unilever (UL) 0.2 $583k 10k 57.75
Pentair cs (PNR) 0.2 $574k 13k 44.51
Onesmart Intl Ed Group 0.1 $492k 62k 7.88
Nu Skin Enterprises (NUS) 0.1 $459k 9.6k 47.81
USANA Health Sciences (USNA) 0.1 $453k 5.4k 83.89
Boeing Company (BA) 0.1 $399k 1.0k 381.09
Keysight Technologies (KEYS) 0.1 $384k 4.4k 87.27
NetApp (NTAP) 0.1 $361k 5.2k 69.42
Fanhua Inc -ads american depository receipt 0.1 $352k 13k 26.29
China Uni 0.1 $301k 24k 12.81
Analog Devices (ADI) 0.1 $242k 2.3k 105.22
Tupperware Brands Corporation 0.1 $234k 9.2k 25.53
BHP Billiton 0.1 $222k 4.6k 48.26
Callaway Golf Company (MODG) 0.1 $215k 14k 15.90
Xinyuan Real Estate 0.1 $220k 45k 4.86
Ppdai Group 0.1 $197k 52k 3.78