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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 (2015Q3)
Portfolio Summary: 89 holdings with a total value of $534,579,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 Wuxi Pharmatech Inc ADR 549,341 23,737,000 4.44%
2 SEAGATE TECHNOLOGY PLC 521,471 23,362,000 4.37%
3 SYNTEL INC 478,043 21,660,000 4.05%
4 NETEASE INC 156,815 18,837,000 3.52%
5 NEW ORIENTAL ED & TECH GRP I 883,507 17,856,000 3.34%
6 51JOB INC SP ADR REP COM 648,391 17,766,000 3.32%
7 USANA HEALTH SCIENCES INC 129,400 17,343,000 3.24%
8 AGILENT TECHNOLOGIES INC 493,633 16,946,000 3.17%
9 INFOSYS LTD-SP ADR 847,900 16,186,000 3.03%
10 ACCENTURE PLC IRELAND 160,600 15,781,000 2.95%
11 PERKINELMER INC 322,000 14,799,000 2.77%
12 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 499,195 13,633,000 2.55%
13 Sohu.com Inc 316,475 13,070,000 2.44%
14 DR REDDYS LABS LTD 187,005 11,951,000 2.24%
15 GENPACT LIMITED 498,996 11,781,000 2.20%
16 DOLBY LABORATORIES INC 351,905 11,472,000 2.15%
17 NETGEAR INC COM 392,655 11,454,000 2.14%
18 CHANGYOU COM LTD 611,251 10,880,000 2.04%
19 SCICLONE PHARMACEUTICALS INC COM 1,564,682 10,859,000 2.03%
20 MINDRAY MEDICAL INTL LTD 483,034 10,564,000 1.98%
21 SHANDA GAMES LTD 1,536,331 10,293,000 1.93%
22 China Lodging Group Ltd 394,927 9,609,000 1.80%
23 TUPPERWARE BRANDS CORP 182,600 9,037,000 1.69%
24 AVX CORP NEW 632,761 8,283,000 1.55%
25 WNS HLDGS LTD 293,393 8,200,000 1.53%
26 YUM BRANDS INC 102,500 8,195,000 1.53%
27 STMICROELECTRONICS N V 1,167,711 7,964,000 1.49%
28 MERCER INTL INC COM 784,536 7,869,000 1.47%
29 PMC-SIERRA INC 1,144,036 7,745,000 1.45%
30 DUN & BRADSTREET 68,800 7,224,000 1.35%
31 MENTOR GRAPHICS CORP 258,559 6,368,000 1.19%
32 CROCS INC 472,480 6,107,000 1.14%
33 BRUKER CORP 365,700 6,008,000 1.12%
34 NIKE INC 47,020 5,782,000 1.08%
35 SPDR GOLD TR 54,000 5,770,000 1.08%
36 HOMEINNS HOTEL GROUP 187,124 5,378,000 1.01%
37 PEGASYSTEMS INC 202,488 4,983,000 0.93%
38 KULICKE & SOFFA INDS INC COM 526,512 4,833,000 0.90%
39 CADENCE DESIGN 224,200 4,636,000 0.87%
40 APPLE INC 41,900 4,622,000 0.86%
41 NU SKIN ENTERPRISES INC 105,800 4,367,000 0.82%
42 FIRST SOLAR INC 93,279 3,988,000 0.75%
43 KONGZHONG CORP 535,449 3,507,000 0.66%
44 MICROCHIP TECHNOLOGY 79,683 3,434,000 0.64%
45 VISTEON CORP COM NEW 33,500 3,392,000 0.63%
46 ANALOG DEVICES INC 59,700 3,368,000 0.63%
47 INTERSIL CORP CL A 283,637 3,319,000 0.62%
48 CHIPMOS TECH BERMUDA LTD 196,088 3,220,000 0.60%
49 WATERS CORP 25,900 3,062,000 0.57%
50 TTM TECHNOLOGIES INC 450,810 2,809,000 0.53%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001605826-15-000005, filed 2015.11.17).

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.