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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
51 NETGEAR INC 54,908 1,648,000 0.34%
52 TELETECH HOLDINGS INCORPORATED 58,738 1,591,000 0.33%
53 FABRINET SHS 63,666 1,192,000 0.25%
54 ALPHA AND OMEGA SEMICONDUCTOR SHS 136,099 1,190,000 0.25%
55 CEVA Inc 60,994 1,185,000 0.25%
56 KADANT INC 25,100 1,185,000 0.25%
57 ALBANY INTL CORP CL A 28,300 1,126,000 0.24%
58 NOVA MEASURING INSTRUMENTS L 84,496 1,056,000 0.22%
59 NATIONAL INSTRS CORP 23,100 681,000 0.14%
60 GLOBAL SOURCES LTD 84,792 589,000 0.12%
61 NET 1 UEPS TECHNOLOGIES INC 32,100 587,000 0.12%
62 CHINA YUCHAI INTL LTD 34,300 575,000 0.12%
63 CHINA AUTOMOTIVE SYS INC 63,563 535,000 0.11%
64 WATERS CORP 4,000 514,000 0.11%
65 PARK ELECTROCHEMICAL CORP 21,300 408,000 0.09%
66 MAXLINEAR INC COM 28,600 346,000 0.07%
67 Comverse Inc. 15,337 308,000 0.06%
68 AMKOR TECHNOLOGY INC 40,500 242,000 0.05%
69 SIGMA DESIGNS INC COM 19,700 235,000 0.05%
70 SKY-MOBI LTD 20,400 106,000 0.02%
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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.