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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 (2016Q2)
Portfolio Summary: 102 holdings with a total value of $618,659,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLIED MATLS INC 1,107,600 26,549,000 4.29%
2 NETEASE INC 136,115 26,300,000 4.25%
3 NVIDIA CORPORATION 537,700 25,277,000 4.09%
4 STMICROELECTRONICS N V 3,444,492 20,288,000 3.28%
5 VISHAY INTERTECHNOLOGY INC 1,610,906 19,959,000 3.23%
6 ICICI BANK LIMITED 2,603,753 18,695,000 3.02%
7 SYNTEL INC 395,708 17,910,000 2.89%
8 NEW ORIENTAL ED & TECH GRP I 418,465 17,525,000 2.83%
9 A O SMITH 198,073 17,452,000 2.82%
10 PERKINELMER INC 326,285 17,104,000 2.76%
11 VISTEON CORP COM NEW 253,896 16,709,000 2.70%
12 51JOB INC SP ADR REP COM 520,499 15,256,000 2.47%
13 SCICLONE PHARMACEUTICALS INC COM 1,115,238 14,565,000 2.35%
14 ALIBABA GROUP HLDG LTD 176,700 14,053,000 2.27%
15 PEGASYSTEMS INC 519,097 13,990,000 2.26%
16 CHANGYOU COM LTD 691,879 13,865,000 2.24%
17 HERBALIFE LTD 229,561 13,436,000 2.17%
18 China Lodging Group Ltd 355,542 12,952,000 2.09%
19 CHINA MOBILE LIMITED 221,808 12,843,000 2.08%
20 AVX CORP NEW 900,763 12,232,000 1.98%
21 Sohu.com Inc 322,993 12,229,000 1.98%
22 TUPPERWARE BRANDS CORP 209,900 11,813,000 1.91%
23 P T TELEKOMUNIKASI INDONESIA 187,132 11,501,000 1.86%
24 INFOSYS LTD-SP ADR 632,900 11,297,000 1.83%
25 BRITISH AMERN TOB PLC 87,243 11,296,000 1.83%
26 ISHARES SILVER TR 602,800 10,769,000 1.74%
27 KT CORP 753,611 10,746,000 1.74%
28 CHINA BIOLOGIC PRODS INC 99,764 10,607,000 1.71%
29 NORDSON CORP 121,286 10,141,000 1.64%
30 AVERY DENNISON 128,305 9,591,000 1.55%
31 LAM RESEARCH CORP 108,851 9,150,000 1.48%
32 AIR LEASE CORP 320,705 8,588,000 1.39%
33 ORBOTECH LTD 291,389 7,445,000 1.20%
34 ACCENTURE PLC IRELAND 65,471 7,417,000 1.20%
35 MERCER INTL INC COM 902,414 7,201,000 1.16%
36 NET 1 UEPS TECHNOLOGIES INC 695,196 6,945,000 1.12%
37 KULICKE & SOFFA INDS INC COM 527,660 6,422,000 1.04%
38 BRUKER CORP 269,819 6,136,000 0.99%
39 NIPPON TELEG & TEL CORPORATION SPONSORED ADR 108,057 5,087,000 0.82%
40 TATA MTRS LTD 138,400 4,798,000 0.78%
41 VARIAN MED SYS I 57,700 4,745,000 0.77%
42 MENTOR GRAPHICS CORP 210,100 4,467,000 0.72%
43 CADENCE DESIGN 181,600 4,413,000 0.71%
44 KADANT INC 81,486 4,197,000 0.68%
45 DOLBY LABORATORIES INC 75,633 3,619,000 0.58%
46 USANA HEALTH SCIENCES INC 31,988 3,564,000 0.58%
47 CHINA DISTANCE ED HLDGS LTD 342,114 3,537,000 0.57%
48 CHIPMOS TECH BERMUDA LTD 184,293 3,338,000 0.54%
49 KONGZHONG CORP 647,591 3,277,000 0.53%
50 EXLSERVICE HOLDINGS INC COM 59,442 3,115,000 0.50%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001605826-16-000010, filed 2016.08.15).

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.