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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 (2015Q4)
Portfolio Summary: 77 holdings with a total value of $531,720,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 Sohu.com Inc 538,575 30,801,000 5.79%
2 SYNTEL INC 570,976 25,837,000 4.86%
3 NETEASE INC 138,515 25,104,000 4.72%
4 NEW ORIENTAL ED & TECH GRP I 781,168 24,505,000 4.61%
5 AGILENT TECHNOLOGIES INC 488,733 20,434,000 3.84%
6 51JOB INC SP ADR REP COM 677,287 19,953,000 3.75%
7 VISTEON CORP COM NEW 162,958 18,659,000 3.51%
8 CHANGYOU COM LTD 704,857 17,495,000 3.29%
9 PERKINELMER INC 308,900 16,548,000 3.11%
10 INFOSYS LTD-SP ADR 957,678 16,041,000 3.02%
11 MINDRAY MEDICAL INTL LTD 584,274 15,846,000 2.98%
12 TEXAS INSTRS INC 285,700 15,659,000 2.94%
13 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 497,312 15,596,000 2.93%
14 NETGEAR INC COM 364,971 15,296,000 2.88%
15 ACCENTURE PLC IRELAND 139,300 14,557,000 2.74%
16 CHINA BIOLOGIC PRODS INC 93,077 13,260,000 2.49%
17 China Lodging Group Ltd 415,527 12,989,000 2.44%
18 SCICLONE PHARMACEUTICALS INC COM 1,389,089 12,780,000 2.40%
19 DOLBY LABORATORIES INC 349,305 11,754,000 2.21%
20 WNS HLDGS LTD 365,294 11,394,000 2.14%
21 AIR LEASE CORP 330,800 11,075,000 2.08%
22 STMICROELECTRONICS N V 1,603,320 10,678,000 2.01%
23 BRUKER CORP 398,100 9,662,000 1.82%
24 TUPPERWARE BRANDS CORP 151,700 8,442,000 1.59%
25 HOMEINNS HOTEL GROUP 237,690 8,119,000 1.53%
26 AVX CORP NEW 654,161 7,942,000 1.49%
27 MERCER INTL INC COM 845,836 7,655,000 1.44%
28 USANA HEALTH SCIENCES INC 57,828 7,388,000 1.39%
29 WATERS CORP 51,919 6,987,000 1.31%
30 MAXIM INTEGR 170,860 6,493,000 1.22%
31 KULICKE & SOFFA INDS INC COM 541,343 6,317,000 1.19%
32 DUN & BRADSTREET 60,500 6,288,000 1.18%
33 PEGASYSTEMS INC 216,588 5,956,000 1.12%
34 LINEAR TECH 119,600 5,079,000 0.96%
35 KONGZHONG CORP 676,221 5,072,000 0.95%
36 KADANT INC 117,327 4,765,000 0.90%
37 CHIPMOS TECH BERMUDA LTD 220,629 4,368,000 0.82%
38 Integrated Device Technology I 152,400 4,016,000 0.76%
39 CABOT CORP 90,377 3,695,000 0.69%
40 INTERSIL CORP CL A 265,280 3,385,000 0.64%
41 HOLLYSYS AUTOMATION TECHNOLO 146,220 3,243,000 0.61%
42 FINISAR CORP COM NEW 212,125 3,084,000 0.58%
43 NET 1 UEPS TECHNOLOGIES INC 221,456 2,992,000 0.56%
44 PHOENIX NEW MEDIA LTD SPONSORED ADS 491,272 2,957,000 0.56%
45 COHERENT INC COM 39,229 2,554,000 0.48%
46 CHINA DISTANCE ED HLDGS LTD 170,512 2,505,000 0.47%
47 MENTOR GRAPHICS CORP 130,159 2,398,000 0.45%
48 ORBOTECH LTD 92,355 2,044,000 0.38%
49 UNIVERSAL ELECTRS INC COM 36,100 1,854,000 0.35%
50 TAL EDUCATION GROUP 37,200 1,729,000 0.33%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001605826-16-000007, filed 2016.02.16).

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.