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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 SKY-MOBI LTD 20,400 106,000 0.02%
2 SIGMA DESIGNS INC COM 19,700 235,000 0.05%
3 AMKOR TECHNOLOGY INC 40,500 242,000 0.05%
4 Comverse Inc. 15,337 308,000 0.06%
5 MAXLINEAR INC COM 28,600 346,000 0.07%
6 PARK ELECTROCHEMICAL CORP 21,300 408,000 0.09%
7 WATERS CORP 4,000 514,000 0.11%
8 CHINA AUTOMOTIVE SYS INC 63,563 535,000 0.11%
9 CHINA YUCHAI INTL LTD 34,300 575,000 0.12%
10 NET 1 UEPS TECHNOLOGIES INC 32,100 587,000 0.12%
11 GLOBAL SOURCES LTD 84,792 589,000 0.12%
12 NATIONAL INSTRS CORP 23,100 681,000 0.14%
13 NOVA MEASURING INSTRUMENTS L 84,496 1,056,000 0.22%
14 ALBANY INTL CORP CL A 28,300 1,126,000 0.24%
15 CEVA Inc 60,994 1,185,000 0.25%
16 KADANT INC 25,100 1,185,000 0.25%
17 ALPHA AND OMEGA SEMICONDUCTOR SHS 136,099 1,190,000 0.25%
18 FABRINET SHS 63,666 1,192,000 0.25%
19 TELETECH HOLDINGS INCORPORATED 58,738 1,591,000 0.33%
20 NETGEAR INC 54,908 1,648,000 0.34%
21 HOMEINNS HOTEL GROUP 55,141 1,705,000 0.36%
22 CHINA LODGING GROUP LTD 72,900 1,780,000 0.37%
23 INTERDIGITAL INC 31,600 1,798,000 0.38%
24 EZCHIP SEMICONDUCTOR F 115,200 1,839,000 0.38%
25 DSP GROUP INC 181,536 1,875,000 0.39%
26 CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 456,125 1,893,000 0.40%
27 PERICOM SEMICONDUCTOR CORP 155,343 2,043,000 0.43%
28 VISHAY INTERTECHNOLOGY INC 190,800 2,229,000 0.47%
29 E-HOUSE CHINA HOLDINGS 332,200 2,232,000 0.47%
30 DR REDDYS LABS LTD 43,655 2,415,000 0.51%
31 China Distance Education Holdings Ltd 154,081 2,471,000 0.52%
32 TUPPERWARE BRANDS CORP 41,993 2,710,000 0.57%
33 KONGZHONG CORP SPONSO 393,550 2,889,000 0.60%
34 PEGASYSTEMS INC 154,749 3,542,000 0.74%
35 PHOENIX NEW MEDIA LTD 455,872 3,611,000 0.76%
36 Mercer International 267,808 3,664,000 0.77%
37 CHIPMOS TECH BERMUDA LTD 196,839 4,299,000 0.90%
38 PMC-SIERRA INC 515,690 4,414,000 0.92%
39 INTERFACE INC COM 182,900 4,582,000 0.96%
40 ORBOTECH LTD 254,089 5,285,000 1.11%
41 TTM TECHNOLOGIES 562,510 5,619,000 1.18%
42 STONEX GROUP INC COM 190,142 6,320,000 1.32%
43 CABOT CORP 177,001 6,600,000 1.38%
44 DUN & BRADSTREET CORP DEL NE 54,900 6,698,000 1.40%
45 NU SKIN ENTERPRISES INC 142,200 6,702,000 1.40%
46 FAIRCHILD SEMICONDUCTOR INTLCOM 401,280 6,974,000 1.46%
47 AVX CORP NEW 531,561 7,155,000 1.50%
48 INTERSIL CORP 573,415 7,173,000 1.50%
49 HERBALIFE LTD 146,889 8,092,000 1.69%
50 SHANDA GAMES LTD 1,313,531 9,037,000 1.89%
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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.