Sensato Investors as of March 31, 2020
Portfolio Holdings for Sensato Investors
Sensato Investors holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetEase (NTES) | 10.5 | $13M | 40k | 320.95 | |
| New Oriental Education & Tech | 8.7 | $11M | 98k | 108.24 | |
| ResMed (RMD) | 8.1 | $9.8M | 67k | 147.29 | |
| WNS | 6.8 | $8.2M | 192k | 42.98 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 6.4 | $7.8M | 503k | 15.58 | |
| Jd (JD) | 6.2 | $7.5M | 186k | 40.50 | |
| Yum China Holdings (YUMC) | 5.7 | $6.9M | 163k | 42.63 | |
| KT Corporation (KT) | 4.8 | $5.8M | 746k | 7.78 | |
| SK Tele | 4.3 | $5.3M | 323k | 16.27 | |
| Alibaba Group Holding (BABA) | 4.3 | $5.2M | 27k | 194.48 | |
| Gds Holdings ads (GDS) | 4.0 | $4.9M | 84k | 57.97 | |
| 51job | 4.0 | $4.8M | 79k | 61.39 | |
| Daqo New Energy Corp- (DQ) | 3.7 | $4.5M | 78k | 57.92 | |
| Zai Lab (ZLAB) | 3.6 | $4.5M | 87k | 51.48 | |
| HDFC Bank (HDB) | 3.6 | $4.4M | 115k | 38.46 | |
| Infosys Technologies (INFY) | 3.2 | $3.9M | 480k | 8.21 | |
| BHP Billiton (BHP) | 3.0 | $3.7M | 101k | 36.69 | |
| Lexinfintech Hldgs (LX) | 2.8 | $3.4M | 381k | 8.87 | |
| Zto Express Cayman (ZTO) | 1.8 | $2.2M | 82k | 26.48 | |
| Wipro (WIT) | 1.7 | $2.1M | 664k | 3.10 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.7 | $877k | 19k | 46.90 | |
| PT Telekomunikasi Indonesia (TLK) | 0.7 | $808k | 42k | 19.25 | |
| Fanhua Inc -ads american depository receipt | 0.5 | $624k | 31k | 20.12 | |
| Ishares Inc etp (EWM) | 0.5 | $589k | 25k | 23.19 | |
| Douyu International Holdings | 0.2 | $278k | 43k | 6.41 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.2 | $270k | 7.2k | 37.50 | |
| Xinyuan Real Estate | 0.1 | $103k | 47k | 2.17 |
