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Institutional Investment Manager
Sensato Investors LLC
Sensato Investors LLC (CIK: 0001605826) incorporated in Delaware, located at One Sansome Street, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 70 holdings with a total value of $478,156,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 NEW ORIENTAL ED & TECH GRP I 1,119,310 27,445,000 5.74%
2 USANA HEALTH SCIENCES INC 193,072 26,385,000 5.52%
3 NETEASE INC 179,215 25,962,000 5.43%
4 Wuxi Pharmatech Inc ADR 498,250 21,056,000 4.40%
5 DOLBY LABORATORIES INC 495,905 19,678,000 4.12%
6 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 547,884 18,962,000 3.97%
7 SCICLONE PHARMACEUTICALS INC COM 1,769,782 17,379,000 3.63%
8 INFOSYS LTD-SP ADR 1,073,800 17,020,000 3.56%
9 51JOB INC SP ADR REP COM 506,550 16,838,000 3.52%
10 AGILENT TECHNOLOGIES INC 429,833 16,583,000 3.47%
11 GENPACT LIMITED 722,354 15,408,000 3.22%
12 SYNTEL INC 321,826 15,280,000 3.20%
13 CHANGYOU COM LTD 464,351 13,852,000 2.90%
14 OMNIVISION TECHS INC 516,713 13,535,000 2.83%
15 MINDRAY MEDICAL INTL LTD 469,095 13,369,000 2.80%
16 CROCS INC 804,900 11,840,000 2.48%
17 Sohu.com Inc 200,075 11,822,000 2.47%
18 STMICROELECTRONICS N V 1,430,107 11,612,000 2.43%
19 KULICKE & SOFFA INDS INC COM 964,010 11,289,000 2.36%
20 CIRRUS LOGIC INC COM 290,805 9,896,000 2.07%
21 SHANDA GAMES LTD 1,313,531 9,037,000 1.89%
22 HERBALIFE LTD 146,889 8,092,000 1.69%
23 INTERSIL CORP CL A 573,415 7,173,000 1.50%
24 AVX CORP NEW 531,561 7,155,000 1.50%
25 FAIRCHILD SEMICONDUCTOR INTL 401,280 6,974,000 1.46%
26 NU SKIN ENTERPRISES INC 142,200 6,702,000 1.40%
27 DUN & BRADSTREET 54,900 6,698,000 1.40%
28 CABOT CORP 177,001 6,600,000 1.38%
29 STONEX GROUP INC COM 190,142 6,320,000 1.32%
30 TTM TECHNOLOGIES INC 562,510 5,619,000 1.18%
31 ORBOTECH LTD 254,089 5,285,000 1.11%
32 INTERFACE INC COM 182,900 4,582,000 0.96%
33 PMC-SIERRA INC 515,690 4,414,000 0.92%
34 CHIPMOS TECH BERMUDA LTD 196,839 4,299,000 0.90%
35 MERCER INTL INC COM 267,808 3,664,000 0.77%
36 PHOENIX NEW MEDIA LTD SPONSORED ADS 455,872 3,611,000 0.76%
37 PEGASYSTEMS INC 154,749 3,542,000 0.74%
38 KONGZHONG CORP 393,550 2,889,000 0.60%
39 TUPPERWARE BRANDS CORP 41,993 2,710,000 0.57%
40 CHINA DISTANCE ED HLDGS LTD 154,081 2,471,000 0.52%
41 DR REDDYS LABS LTD 43,655 2,415,000 0.51%
42 E-HOUSE CHINA HOLDINGS 332,200 2,232,000 0.47%
43 VISHAY INTERTECHNOLOGY INC 190,800 2,229,000 0.47%
44 PERICOM SEMICONDUCTOR CORP 155,343 2,043,000 0.43%
45 CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 456,125 1,893,000 0.40%
46 DSP GROUP INC 181,536 1,875,000 0.39%
47 EZCHIP SEMICONDUCTOR F 115,200 1,839,000 0.38%
48 INTERDIGITAL INC 31,600 1,798,000 0.38%
49 China Lodging Group Ltd 72,900 1,780,000 0.37%
50 HOMEINNS HOTEL GROUP 55,141 1,705,000 0.36%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001605826-15-000004, filed 2015.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.