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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 SKY-MOBI LTD 17,300 43,000 0.01%
2 UNITED MICROELECTRONICS CORP 80,300 130,000 0.02%
3 LAM RESEARCH CORP 4,300 281,000 0.05%
4 AFLAC INC 5,200 302,000 0.06%
5 CHINA AUTOMOTIVE SYS INC 63,563 340,000 0.06%
6 GLOBAL SOURCES LTD 41,291 343,000 0.06%
7 PARK ELECTROCHEMICAL CORP 20,372 358,000 0.07%
8 ALBANY INTL CORP CL A 13,707 392,000 0.07%
9 CHINA YUCHAI INTL LTD 39,700 491,000 0.09%
10 AMKOR TECHNOLOGY INC 112,400 505,000 0.09%
11 TAL INTL GROUP INC 44,700 611,000 0.11%
12 RADWARE LTD 45,300 737,000 0.14%
13 EZCHIP SEMICONDUCTOR F 29,495 742,000 0.14%
14 NOVA MEASURING INSTRUMENTS L 79,796 768,000 0.14%
15 SCHNITZER STL INDS 62,700 849,000 0.16%
16 FABRINET SHS 48,596 891,000 0.17%
17 CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 483,025 942,000 0.18%
18 ALPHA AND OMEGA SEMICONDUCTOR SHS 137,199 1,069,000 0.20%
19 WESTERN DIGITAL CORP 15,300 1,215,000 0.23%
20 ORBOTECH LTD 85,655 1,323,000 0.25%
21 DSP GROUP INC 152,636 1,391,000 0.26%
22 INTERFACE INC COM 62,568 1,404,000 0.26%
23 VISHAY INTERTECHNOLOGY INC 145,700 1,412,000 0.26%
24 TIFFANY & CO NEW 18,600 1,436,000 0.27%
25 UNIVERSAL ELECTRS INC 35,100 1,475,000 0.28%
26 NVIDIA CORPORATION 63,400 1,563,000 0.29%
27 TEXAS INSTRS INC 33,100 1,639,000 0.31%
28 BAIDU INC 13,600 1,869,000 0.35%
29 HOLLYSYS AUTOMATION TECHNOLO 112,020 1,958,000 0.37%
30 E-HOUSE CHINA HOLDINGS 332,200 1,973,000 0.37%
31 China Distance Education Holdings Ltd 156,012 1,994,000 0.37%
32 PERICOM SEMICONDUCTOR CORP 117,583 2,146,000 0.40%
33 PHOENIX NEW MEDIA LTD 491,272 2,152,000 0.40%
34 STONEX GROUP INC COM 108,642 2,682,000 0.50%
35 COHERENT INC 49,500 2,708,000 0.51%
36 KADANT INC 70,800 2,762,000 0.52%
37 VIRTUSA CORPORATION 54,200 2,781,000 0.52%
38 NET 1 UEPS TECHNOLOGIES INC 166,900 2,794,000 0.52%
39 CABOT CORP 88,677 2,799,000 0.52%
40 TTM TECHNOLOGIES 450,810 2,809,000 0.53%
41 WATERS CORP 25,900 3,062,000 0.57%
42 CHIPMOS TECH BERMUDA LTD 196,088 3,220,000 0.60%
43 INTERSIL CORP 283,637 3,319,000 0.62%
44 ANALOG DEVICES INC 59,700 3,368,000 0.63%
45 VISTEON CORP COM NEW 33,500 3,392,000 0.63%
46 MICROCHIP TECHNOLOGY 79,683 3,434,000 0.64%
47 KONGZHONG CORP SPONSO 535,449 3,507,000 0.66%
48 FIRST SOLAR INC 93,279 3,988,000 0.75%
49 NU SKIN ENTERPRISES INC 105,800 4,367,000 0.82%
50 APPLE INC 41,900 4,622,000 0.86%
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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.