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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 (2016Q3)
Portfolio Summary: 73 holdings with a total value of $470,967,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 STMICROELECTRONICS N V 3,620,220 29,505,000 6.26%
2 APPLIED MATLS INC 922,645 27,818,000 5.91%
3 INTEL CORP 720,700 27,206,000 5.78%
4 KT CORP 1,357,470 21,787,000 4.63%
5 NETEASE INC 82,363 19,831,000 4.21%
6 ANALOG DEVICES INC 307,700 19,831,000 4.21%
7 VISHAY INTERTECHNOLOGY INC 1,188,411 16,745,000 3.56%
8 PERKINELMER INC 294,185 16,507,000 3.50%
9 PEGASYSTEMS INC 554,997 16,367,000 3.48%
10 51JOB INC SP ADR REP COM 471,967 15,754,000 3.35%
11 ICICI BANK LIMITED 2,088,553 15,601,000 3.31%
12 China Lodging Group Ltd 293,703 13,243,000 2.81%
13 A O SMITH 129,951 12,838,000 2.73%
14 CHANGYOU COM LTD 469,210 12,786,000 2.71%
15 AVX CORP NEW 893,063 12,315,000 2.61%
16 P T TELEKOMUNIKASI INDONESIA 167,732 11,084,000 2.35%
17 TEXAS INSTRS INC 150,100 10,534,000 2.24%
18 TATA MTRS LTD 236,900 9,471,000 2.01%
19 TUPPERWARE BRANDS CORP 142,257 9,299,000 1.97%
20 SCICLONE PHARMACEUTICALS INC COM 828,252 8,490,000 1.80%
21 SYNTEL INC 196,793 8,248,000 1.75%
22 TE CONNECTIVITY LTD 121,274 7,808,000 1.66%
23 MERCER INTL INC COM 900,614 7,628,000 1.62%
24 BHP GROUP PLC 249,100 7,568,000 1.61%
25 Sohu.com Inc 161,913 7,165,000 1.52%
26 KULICKE & SOFFA INDS INC COM 539,350 6,974,000 1.48%
27 LAM RESEARCH CORP 72,600 6,876,000 1.46%
28 ORBOTECH LTD 232,050 6,871,000 1.46%
29 MENTOR GRAPHICS CORP 258,300 6,829,000 1.45%
30 MKS INSTRS INC COM 129,275 6,429,000 1.37%
31 TAIWAN SEMICONDUCTOR MFG LTD 206,027 6,302,000 1.34%
32 INTERNATIONAL FLAVORS&FRAGRA 41,444 5,925,000 1.26%
33 NET 1 UEPS TECHNOLOGIES INC 687,797 5,888,000 1.25%
34 XILINX INC 92,900 5,048,000 1.07%
35 CHINA DISTANCE ED HLDGS LTD 350,914 4,534,000 0.96%
36 LG DISPLAY CO LTD 328,221 4,175,000 0.89%
37 KONGZHONG CORP 617,491 4,162,000 0.88%
38 KADANT INC 61,134 3,186,000 0.68%
39 RUDOLPH TECHNOLOGIES INC 172,042 3,052,000 0.65%
40 PRUDENTIAL FINL INC 32,200 2,629,000 0.56%
41 CHIPMOS TECH BERMUDA LTD 105,352 2,086,000 0.44%
42 ALBANY INTL CORP CL A 48,559 2,058,000 0.44%
43 A10 NETWORKS INC COM 185,395 1,982,000 0.42%
44 DSP GROUP INC 144,636 1,737,000 0.37%
45 PHOENIX NEW MEDIA LTD SPONSORED ADS 419,478 1,636,000 0.35%
46 BRUKER CORP 64,092 1,452,000 0.31%
47 ALPHA AND OMEGA SEMICONDUCTOR SHS 63,878 1,387,000 0.29%
48 COHU INC COM 103,814 1,219,000 0.26%
49 AU Optronics Corp 316,863 1,157,000 0.25%
50 NOVA MEASURING INSTRUMENTS 89,322 1,056,000 0.22%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001605826-16-000011, filed 2016.11.15).

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.