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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
51 ALBANY INTL CORP CL A 77,114 3,079,000 0.50%
52 WNS HOLDINGS LTD 109,048 2,944,000 0.48%
53 MKS INSTRS INC COM 65,957 2,840,000 0.46%
54 INTERSIL CORP 207,936 2,815,000 0.46%
55 LG DISPLAY CO LTD 242,521 2,811,000 0.45%
56 CHUNGHWA TELECOM CO LTD 70,300 2,552,000 0.41%
57 WIX COM LTD 84,000 2,549,000 0.41%
58 58 COM INC 51,700 2,373,000 0.38%
59 RUDOLPH TECHNOLOGIES INC 149,742 2,325,000 0.38%
60 BHP BILLITON PLC 88,400 2,244,000 0.36%
61 INTERNATIONAL FLAVORS&FRAGRA 16,300 2,055,000 0.33%
62 TERADYNE INC 93,500 1,841,000 0.30%
63 PHOENIX NEW MEDIA LTD 481,172 1,771,000 0.29%
64 NEWMONT CORP 38,900 1,522,000 0.25%
65 DSP GROUP INC 143,236 1,520,000 0.25%
66 FULLER H B CO 34,160 1,503,000 0.24%
67 ALPHA AND OMEGA SEMICONDUCTOR SHS 92,878 1,294,000 0.21%
68 COHU INC 93,527 1,015,000 0.16%
69 NOVA MEASURING INSTRUMENTS L 89,322 977,000 0.16%
70 FIBRIA CELULOSE S A SP ADR REP COM 122,700 829,000 0.13%
71 NXP SEMICONDUCTORS N V 10,100 791,000 0.13%
72 HDFC BANK LTD 10,300 683,000 0.11%
73 CHINA UNICOM HONG KONG 65,400 681,000 0.11%
74 GENPACT LIMITED 24,400 655,000 0.11%
75 A10 NETWORKS INC 96,495 624,000 0.10%
76 SMITH & NEPHEW PLC 17,678 607,000 0.10%
77 AVNET INC 14,100 571,000 0.09%
78 CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 483,025 565,000 0.09%
79 QUAKER CHEM CORP 6,135 547,000 0.09%
80 PRUDENTIAL FINL INC 7,485 534,000 0.09%
81 ELECTRONIC ARTS INC 6,667 505,000 0.08%
82 ANALOG DEVICES INC 8,900 504,000 0.08%
83 UNITED MICROELECTRONICS CORP 246,276 490,000 0.08%
84 NU SKIN ENTERPRISES INC 10,200 471,000 0.08%
85 AUTOLIV INC 4,300 462,000 0.07%
86 HOLLYSYS AUTOMATION TECHNOLO 25,824 449,000 0.07%
87 NANOMETRICS INC 20,700 430,000 0.07%
88 CHINA YUCHAI INTL LTD 38,895 421,000 0.07%
89 HUANENG POWER INTL INC ADR SPONSORED 14,700 367,000 0.06%
90 MONOTYPE IMAGING HLDGS INC 14,800 365,000 0.06%
91 GLOBAL SOURCES LTD 39,491 362,000 0.06%
92 JONES LANG LASALLE 3,526 344,000 0.06%
93 SIERRA WIRELESS INC 17,100 290,000 0.05%
94 MICROCHIP TECHNOLOGY 5,400 274,000 0.04%
95 AERCAP HOLDINGS NV 7,500 252,000 0.04%
96 PARK ELECTROCHEMICAL CORP 16,635 242,000 0.04%
97 WESTPAC BKG CORP 9,700 214,000 0.03%
98 ON SEMICONDUCTOR CORP 24,300 214,000 0.03%
99 CHINA AUTOMOTIVE SYS INC 63,563 205,000 0.03%
100 VIAVI SOLUTIONS INC 19,600 130,000 0.02%
Page 2 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.