Sensato Investors

Sensato Investors as of June 30, 2019

Portfolio Holdings for Sensato Investors

Sensato Investors holds 71 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Yum China Holdings (YUMC) 4.9 $16M 342k 46.20
NetEase (NTES) 4.6 $15M 59k 255.77
KT Corporation (KT) 4.5 $15M 1.2M 12.37
Microsoft Corporation (MSFT) 4.4 $14M 107k 133.96
Ctrip.com International 4.0 $13M 347k 36.91
Cadence Design Systems (CDNS) 3.8 $12M 174k 70.81
New Oriental Education & Tech 3.8 $12M 127k 96.58
Merck & Co (MRK) 3.6 $12M 141k 83.85
WNS 3.6 $12M 199k 59.20
Thermo Fisher Scientific (TMO) 3.6 $12M 40k 293.67
SK Tele 3.1 $10M 410k 24.75
Acushnet Holdings Corp (GOLF) 3.0 $9.5M 363k 26.26
BHP Billiton (BHP) 2.8 $9.0M 156k 58.11
Visa (V) 2.6 $8.3M 48k 173.55
STMicroelectronics (STM) 2.5 $8.2M 467k 17.62
Bruker Corporation (BRKR) 2.4 $7.7M 155k 49.95
51job 2.3 $7.5M 99k 75.50
Infosys Technologies (INFY) 2.2 $7.0M 654k 10.70
Fortinet (FTNT) 2.1 $6.9M 89k 76.83
PerkinElmer (RVTY) 2.1 $6.8M 71k 96.35
Autohome Inc- (ATHM) 2.0 $6.6M 78k 85.62
Daqo New Energy Corp- (DQ) 2.0 $6.4M 150k 42.37
China Petroleum & Chemical 1.7 $5.5M 81k 68.20
MSCI Indonesia Investable Market Ind (EIDO) 1.7 $5.4M 206k 25.99
AVX Corporation 1.5 $4.8M 291k 16.60
China Yuchai Intl (CYD) 1.5 $4.8M 319k 14.99
Ishares Tr zealand invst (ENZL) 1.4 $4.6M 86k 53.38
Estee Lauder Companies (EL) 1.4 $4.5M 25k 183.10
Wipro (WIT) 1.3 $4.3M 1000k 4.33
Royal Dutch Shell 1.3 $4.3M 65k 65.74
AngloGold Ashanti 1.3 $4.1M 230k 17.81
Ishares Trust Msci China msci china idx (MCHI) 1.2 $3.9M 65k 59.45
Hp (HPQ) 1.2 $3.8M 182k 20.79
Xilinx 1.1 $3.7M 32k 117.91
Abbott Laboratories (ABT) 1.1 $3.4M 40k 84.11
Monotype Imaging Holdings 1.0 $3.1M 186k 16.84
iShares MSCI Hong Kong Index Fund (EWH) 0.9 $2.9M 110k 25.88
Ishares Msci Japan (EWJ) 0.7 $2.4M 44k 54.57
JinkoSolar Holding (JKS) 0.7 $2.3M 106k 21.69
Lexinfintech Hldgs (LX) 0.7 $2.2M 195k 11.16
Unilever 0.6 $2.0M 32k 61.97
Mercer International (MERC) 0.6 $1.8M 114k 15.47
Keysight Technologies (KEYS) 0.5 $1.6M 18k 89.83
China Distance Education Holdings 0.5 $1.6M 299k 5.20
Ishares Tr Phill Invstmrk (EPHE) 0.5 $1.5M 42k 35.61
Ishares Inc etp (EWM) 0.5 $1.5M 50k 29.72
CACI International (CACI) 0.4 $1.3M 6.4k 204.53
Radware Ltd ord (RDWR) 0.4 $1.2M 47k 24.73
Noah Holdings (NOAH) 0.3 $1.1M 26k 42.56
Genpact (G) 0.3 $1.0M 27k 38.10
Fabrinet (FN) 0.3 $1.0M 21k 49.66
PetroChina Company 0.3 $990k 18k 55.07
Sinopec Shanghai Petrochemical 0.3 $971k 24k 39.97
Knowles (KN) 0.3 $975k 53k 18.30
Canadian Solar (CSIQ) 0.3 $943k 43k 21.83
HDFC Bank (HDB) 0.3 $832k 6.4k 130.00
21vianet Group (VNET) 0.2 $771k 99k 7.79
Morphosys (MOR) 0.2 $735k 31k 24.13
iShares FTSE/Xinhua China 25 Index (FXI) 0.2 $590k 14k 42.75
Mettler-Toledo International (MTD) 0.2 $585k 696.00 840.52
China Telecom Corporation 0.2 $511k 10k 50.01
Tarena International Inc- 0.1 $488k 195k 2.50
Onesmart Intl Ed Group 0.1 $497k 62k 7.96
Dr. Reddy's Laboratories (RDY) 0.1 $468k 13k 37.50
Fanhua Inc -ads american depository receipt 0.1 $448k 13k 33.46
PT Telekomunikasi Indonesia (TLK) 0.1 $376k 13k 29.21
NetApp (NTAP) 0.1 $321k 5.2k 61.73
Agilent Technologies Inc C ommon (A) 0.1 $254k 3.4k 74.64
BHP Billiton 0.1 $235k 4.6k 51.09
China Uni 0.1 $241k 22k 10.91
Xinyuan Real Estate 0.1 $183k 44k 4.19