Sensato Investors LLC — Q2 2016 13F Holdings

Name: Sensato Investors LLC — 13F Holdings, Q2 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001605826

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMAT	Applied Materials INC	Stock-Tech	4.29%	—	—
2	NTES	Netease Inc-adr	Stock-Comm Services	4.25%	-10.51%	EXIT
3	NVDA	Nvidia CORP	Stock-Tech	4.09%	—	—
4	STM	Stmicroelectronics Nv-ny Shs	Stock-Tech	3.28%	—	+32.04%
5	VSH	Vishay Intertechnology INC	Stock-Other	3.23%	—	+62.80%
6	IBN	Icici Bank Ltd-spon Adr	Stock-Financials	3.02%	—	+117.63%
7	✓		Stock-Other	2.89%	—	-25.61%
8	EDU	New Oriental Education & Technology Group Inc.	Stock-Consumer Staples	2.83%	-8.71%	EXIT
9	AOS	Smith (a.o.) CORP	Stock-Industrials	2.82%	—	+60.63%
10	RVTY	Revvity INC	Stock-Healthcare	2.76%	—	+11.25%
11	VC	Visteon CORP	Stock-Other	2.70%	—	+60.88%
12	JOBSUSD	51job Inc-adr	Stock-Other	2.47%	-3.95%	EXIT
13	✓	Sciclone Pharmaceuticals INC	Stock-Other	2.35%	—	-18.01%
14	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	2.27%	-4.27%	EXIT
15	PEGA	Pegasystems INC	Stock-Tech	2.26%	—	+41.41%
16	CYOUUSD	Changyou.com Ltd-adr	Stock-Other	2.24%	—	-0.89%
17	HLF	Herbalife Ltd.	Stock-Other	2.17%	—	—
18	HTHT	H World Group Limited	Stock-Other	2.09%	—	-0.51%
19	CHLUSD	China Mobile Ltd-spon Adr	Stock-Other	2.08%	—	+2780.62%
20	✓	Avx CORP New	Stock-Other	1.98%	—	+0.52%
21	SOHUN	Sohu.com INC	Stock-Other	1.98%	—	-24.72%
22	TUP	Tupperware Brands CORP	Stock-Other	1.91%	—	+14.64%
23	TLK	Telkom Indonesia Persero-adr	Stock-Other	1.86%	-0.66%	EXIT
24	INFY	Infosys Ltd-sp Adr	Stock-Tech	1.83%	-3.22%	EXIT
25	BTI	British American Tob-sp Adr	Stock-Consumer Staples	1.83%	—	+110.09%
26	SLV	Ishares Silver Trust	ETF-Commodities	1.74%	—	+13.47%
27	KT	Kt Corp-sp Adr	Stock-Other	1.74%	-4.75%	EXIT
28	✓		Stock-Other	1.71%	—	-11.94%
29	NDSN	Nordson CORP	Stock-Industrials	1.64%	—	—
30	AVY	Avery Dennison CORP	Stock-Consumer Disc	1.55%	—	+37.81%
31	LRCXEUR	Lam Research CORP	Stock-Tech	1.48%	—	-52.96%
32	AL	Air Lease CORP	Stock-Other	1.39%	—	-22.94%
33	✓	Orbotech LTD	Stock-Other	1.20%	—	+10.81%
34	ACN	Accenture plc	Stock-Tech	1.20%	—	-51.23%
35	MERC	Mercer International INC	Stock-Other	1.16%	—	+0.33%
36	LSAK	Lesaka Technologies INC	Stock-Other	1.12%	—	+16.57%
37	KLIC	Kulicke & Soffa Industries	Stock-Tech	1.04%	—	-25.55%
38	BRKR	Bruker CORP	Stock-Healthcare	0.99%	—	+17.88%
39	NTTYY	Ntt INC - Adr	Stock-Other	0.82%	—	-5.43%
40	TTMCHF	Tata Motors Ltd-spon Adr	Stock-Other	0.78%	—	+16.73%
41	VAREUR	Varian Medical Systems INC	Stock-Other	0.77%	—	—
42	✓	Mentor Graphics CORP	Stock-Other	0.72%	—	—
43	CDNS	Cadence Design Sys INC	Stock-Tech	0.71%	—	-3.40%
44	KAI	Kadant INC	Stock-Other	0.68%	—	+39.65%
45	DLB	Dolby Laboratories Inc-cl A	Stock-Industrials	0.58%	—	-51.98%
46	USNA	Usana Health Sciences INC	Stock-Other	0.58%	—	+30.41%
47	DL	China Distance Education-adr	Stock-Other	0.57%	—	+9.29%
48	IMOS	ChipMOS TECHNOLOGIES INC.	Stock-Other	0.54%	—	-41.84%
49	✓	Kongzhong CORP	Stock-Other	0.53%	—	-9.77%
50	EXLS	Exlservice Holdings INC	Stock-Tech	0.50%	—	—

1–50 of 102

Holding changes this quarter

Position changes disclosed by Sensato Investors LLC for the quarter ending Q2 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CHLUSD	China Mobile Ltd-spon Adr	+2%	+2780.62%	Add
2	NTES	Netease Inc-adr	+1.5%	+27.79%	Add
3	IBN	Icici Bank Ltd-spon Adr	+1.5%	+117.63%	Add
4	TLK	Telkom Indonesia Persero-adr	+1.4%	+233.45%	Add
5	KT	Kt Corp-sp Adr	+1.2%	+258.35%	Add
6	AOS	Smith (a.o.) CORP	+1.2%	+60.63%	Add
7	VSH	Vishay Intertechnology INC	+1.1%	+62.80%	Add
8	BTI	British American Tob-sp Adr	+1%	+110.09%	Add
9	STM	Stmicroelectronics Nv-ny Shs	+0.7%	+32.04%	Add
10	PEGA	Pegasystems INC	+0.6%	+41.41%	Add
11	VC	Visteon CORP	+0.5%	+60.88%	Add
12	AVY	Avery Dennison CORP	+0.4%	+37.81%	Add
13	SLV	Ishares Silver Trust	+0.4%	+13.47%	Add
14	RVTY	Revvity INC	+0.2%	+11.25%	Add
15	✓		-0.6%	-52.37%	Trim
16	DLB	Dolby Laboratories Inc-cl A	-0.6%	-51.98%	Trim
17	JOBSUSD	51job Inc-adr	-0.9%	-15.55%	Trim
18	AL	Air Lease CORP	-1%	-22.94%	Trim
19	WNSN	Wns Holdings Ltd-adr	-1.4%	-67.49%	Trim
20	ACN	Accenture plc	-1.6%	-51.23%	Trim
21	SOHUN	Sohu.com INC	-1.8%	-24.72%	Trim
22	✓		-1.8%	-25.61%	Trim
23	LRCXEUR	Lam Research CORP	-1.9%	-52.96%	Trim
24	EA	Electronic Arts INC	-4%	-98.07%	Trim
25	AMAT	Applied Materials INC	—	NEW	New buy
26	NVDA	Nvidia CORP	—	NEW	New buy
27	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	Sold out
28	BABA	Alibaba Group Holding-sp Adr	—	NEW	New buy
29	✓		—	EXIT	Sold out
30	HLF	Herbalife Ltd.	—	NEW	New buy
31	WDC	Western Digital CORP	—	EXIT	Sold out
32	INFY	Infosys Ltd-sp Adr	—	NEW	New buy
33	NDSN	Nordson CORP	—	NEW	New buy
34	EXPD	Expeditors Intl Wash INC	—	EXIT	Sold out
35	PM	Philip Morris International	—	EXIT	Sold out
36	VAREUR	Varian Medical Systems INC	—	NEW	New buy
37	MMM	3m Co	—	EXIT	Sold out
38	✓	Mentor Graphics CORP	—	NEW	New buy
39	EMN	Eastman Chemical Co	—	EXIT	Sold out
40	✓	Dun & Bradstreet CORP Del Ne	—	EXIT	Sold out
41	ABBNY	Abb Ltd-spon Adr	—	EXIT	Sold out
42	SKMEUR	Sk Telecom Co Ltd-spon Adr	—	EXIT	Sold out
43	EXLS	Exlservice Holdings INC	—	NEW	New buy
44	XLNXEUR	Xilinx INC	—	EXIT	Sold out
45	AIN	Albany Intl Corp-cl A	—	NEW	New buy
46	MKSI	Mks INC	—	NEW	New buy
47	TAL	Tal Education Group- Adr	—	EXIT	Sold out
48	LPL	Lg Display Co Ltd-adr	—	NEW	New buy
49	CHT	Chunghwa Telecom Lt-spon Adr	—	NEW	New buy
50	WIX	Wix.com Ltd.	—	NEW	New buy