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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 (2016Q1)
Portfolio Summary: 87 holdings with a total value of $562,346,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SYNTEL INC 531,928 26,559,000 4.72%
2 ELECTRONIC ARTS INC 345,800 22,861,000 4.07%
3 TAIWAN SEMICONDUCTOR MFG LTD 831,596 21,788,000 3.87%
4 Sohu.com Inc 429,037 21,254,000 3.78%
5 51JOB INC SP ADR REP COM 616,356 19,119,000 3.40%
6 LAM RESEARCH CORP 231,400 19,114,000 3.40%
7 NEW ORIENTAL ED & TECH GRP I 461,565 15,966,000 2.84%
8 ACCENTURE PLC IRELAND 134,244 15,492,000 2.75%
9 NETEASE INC 106,515 15,293,000 2.72%
10 SCICLONE PHARMACEUTICALS INC COM 1,360,290 14,963,000 2.66%
11 STMICROELECTRONICS N V 2,608,731 14,557,000 2.59%
12 PERKINELMER INC 293,300 14,507,000 2.58%
13 MEAD JOHNSON NUTRITION CO 162,891 13,841,000 2.46%
14 China Lodging Group Ltd 357,366 13,655,000 2.43%
15 AIR LEASE CORP 416,200 13,368,000 2.38%
16 WESTERN DIGITAL CORP 278,811 13,171,000 2.34%
17 CHANGYOU COM LTD 698,057 13,110,000 2.33%
18 CHINA BIOLOGIC PRODS INC 113,296 12,970,000 2.31%
19 VISTEON CORP COM NEW 157,816 12,561,000 2.23%
20 VISHAY INTERTECHNOLOGY INC 989,502 12,082,000 2.15%
21 AVX CORP NEW 896,063 11,264,000 2.00%
22 TUPPERWARE BRANDS CORP 183,100 10,616,000 1.89%
23 WNS HLDGS LTD 335,414 10,277,000 1.83%
24 A O SMITH 123,311 9,410,000 1.67%
25 PEGASYSTEMS INC 367,077 9,316,000 1.66%
26 EXPEDITORS INTL WASH INC 177,000 8,639,000 1.54%
27 ICICI BANK LIMITED 1,196,400 8,566,000 1.52%
28 MERCER INTL INC COM 899,414 8,499,000 1.51%
29 KULICKE & SOFFA INDS INC COM 708,743 8,023,000 1.43%
30 ISHARES SILVER TR 531,220 7,798,000 1.39%
31 DOLBY LABORATORIES INC 157,497 6,845,000 1.22%
32 AVERY DENNISON 93,100 6,713,000 1.19%
33 BRUKER CORP 228,900 6,409,000 1.14%
34 ORBOTECH LTD 262,954 6,253,000 1.11%
35 PHILIP MORRIS INTL INC 62,300 6,112,000 1.09%
36 INTERSIL CORP CL A 436,582 5,837,000 1.04%
37 CHIPMOS TECH BERMUDA LTD 316,847 5,507,000 0.98%
38 NET 1 UEPS TECHNOLOGIES INC 596,396 5,487,000 0.98%
39 KONGZHONG CORP 717,744 5,153,000 0.92%
40 NIPPON TELEG & TEL CORPORATION SPONSORED ADR 114,257 4,940,000 0.88%
41 BRITISH AMERN TOB PLC 41,527 4,855,000 0.86%
42 3M CO 27,900 4,649,000 0.83%
43 CHINA DISTANCE ED HLDGS LTD 313,040 4,608,000 0.82%
44 CADENCE DESIGN 188,000 4,433,000 0.79%
45 EASTMAN CHEM CO 54,200 3,915,000 0.70%
46 DUN & BRADSTREET 35,965 3,707,000 0.66%
47 ABB LTD 181,300 3,521,000 0.63%
48 TATA MTRS LTD 118,563 3,444,000 0.61%
49 SK TELECOM LTD 167,867 3,386,000 0.60%
50 XILINX INC 65,300 3,097,000 0.55%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001605826-16-000009, filed 2016.05.16).

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.