Sensato Investors LLC — Q3 2019 13F Holdings

Name: Sensato Investors LLC — 13F Holdings, Q3 2019
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	NTES	Netease Inc-adr	Stock-Comm Services	5.14%	-10.51%	EXIT
2	YUMC	Yum China Holdings INC	Stock-Consumer Disc	5.01%	-5.69%	EXIT
3	EDU	New Oriental Education & Technology Group Inc.	Stock-Consumer Staples	4.70%	-8.71%	EXIT
4	KEYS	Keysight Technologies In	Stock-Tech	4.69%	—	+603.33%
5	MRK	Merck & Co. INC.	Stock-Healthcare	4.62%	—	+2.22%
6	WNSN	Wns Holdings Ltd-adr	Stock-Other	4.55%	-6.75%	EXIT
7	MSFT	Microsoft CORP	Stock-Tech	4.44%	—	-21.85%
8	CDNS	Cadence Design Sys INC	Stock-Tech	4.06%	—	-7.51%
9	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	4.00%	—	-9.78%
10	INFY	Infosys Ltd-sp Adr	Stock-Tech	3.87%	-3.22%	EXIT
11	KT	Kt Corp-sp Adr	Stock-Other	3.80%	-4.75%	EXIT
12	SKMEUR	Sk Telecom Co Ltd-spon Adr	Stock-Other	2.97%	-4.31%	EXIT
13	JD	Jd.com Inc-adr	Stock-Consumer Disc	2.88%	-6.18%	EXIT
14	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	2.85%	-4.27%	EXIT
15	TXN	Texas Instruments INC	Stock-Tech	2.84%	—	—
16	GOLF	Acushnet Holdings CORP	Stock-Other	2.83%	—	-22.49%
17	HDB	Hdfc Bank Ltd-adr	Stock-Financials	2.71%	-3.63%	EXIT
18	STM	Stmicroelectronics Nv-ny Shs	Stock-Tech	2.67%	—	-22.53%
19	JOBSUSD	51job Inc-adr	Stock-Other	2.53%	-3.95%	EXIT
20	V	Visa Inc-class A Shares	Stock-Financials	2.19%	—	-30.10%
21	BHP	Bhp Group Ltd-spon Adr	Stock-Materials	2.04%	-3.04%	EXIT
22	DQ	Daqo New Energy Corp-adr	Stock-Other	1.93%	-3.72%	EXIT
23	HPQ	Hp INC	Stock-Tech	1.85%	—	+40.88%
24	AU3EUR	Anglogold Ashanti-spon Adr	Stock-Other	1.53%	—	-4.18%
25	KLAC	Kla CORP	Stock-Tech	1.53%	—	—
26	BRKR	Bruker CORP	Stock-Healthcare	1.39%	—	-46.39%
27	SNPUSD	China Petroleum & Chem-adr	Stock-Other	1.35%	—	-25.73%
28	WIT	Wipro Ltd-adr	Stock-Other	1.33%	-1.69%	EXIT
29	ENZL	Ishares Msci New Zealand ETF	ETF-Other	1.28%	—	-24.59%
30	RVTY	Revvity INC	Stock-Healthcare	1.21%	—	-47.09%
31	CTRPUSD	Ctrip.com International-adr	Stock-Other	1.18%	—	-69.53%
32	EL	Estee Lauder Companies-cl A	Stock-Consumer Staples	1.13%	—	-39.18%
33	LX	Lexinfintech Holdings L-adr	Stock-Other	0.97%	-2.77%	EXIT
34	ZLAB	Zai Lab Ltd-adr	Stock-Other	0.75%	-3.65%	EXIT
35	✓	Fanhua INC Sponsored Adr	Stock-Other	0.68%	-0.51%	EXIT
36	JKS	Jinkosolar Holding Co-adr	Stock-Other	0.66%	—	+2.74%
37	✓	Avx CORP New	Stock-Other	0.60%	—	-64.26%
38	UL	Unilever PLC	Stock-Consumer Staples	0.60%	—	-17.41%
39	CSIQ	Canadian Solar INC	Stock-Other	0.57%	—	+81.94%
40	TLK	Telkom Indonesia Persero-adr	Stock-Other	0.48%	-0.66%	EXIT
41	RDWR	Radware Ltd.	Stock-Other	0.39%	—	-10.04%
42	VIPS	Vipshop Holdings LTD - Adr	Stock-Consumer Disc	0.28%	-6.42%	EXIT
43	R6C2	Royal Dutch Shell-spon Adr-b	Stock-Other	0.27%	—	-81.67%
44	EWM	Ishares Msci Malaysia ETF	ETF-Other	0.27%	-0.48%	EXIT
45	CACI	Caci International INC -cl A	Stock-Tech	0.26%	—	-53.13%
46	CYD	China Yuchai International Limited	Stock-Other	0.24%	—	-84.49%
47	✓	Mylan N V	Stock-Other	0.22%	—	—
48	EIDO	Ishares Msci Indonesia ETF	ETF-Other	0.22%	—	-88.81%
49	TIFEUR	Tiffany & Co	Stock-Other	0.21%	—	—
50	PC6A	Petrochina Co LTD -adr	Stock-Other	0.20%	—	-42.69%

1–50 of 59

Holding changes this quarter

Position changes disclosed by Sensato Investors LLC for the quarter ending Q3 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	KEYS	Keysight Technologies In	+4.2%	+603.33%	Add
2	HDB	Hdfc Bank Ltd-adr	+2.5%	+1843.75%	Add
3	INFY	Infosys Ltd-sp Adr	+1.7%	+36.37%	Add
4	HPQ	Hp INC	+0.7%	+40.88%	Add
5	✓	Fanhua INC Sponsored Adr	+0.5%	+401.01%	Add
6	NTES	Netease Inc-adr	+0.5%	-13.65%	Trim
7	TMO	Thermo Fisher Scientific INC	+0.4%	-9.78%	Trim
8	TLK	Telkom Indonesia Persero-adr	+0.4%	+226.05%	Add
9	CDNS	Cadence Design Sys INC	+0.2%	-7.51%	Trim
10	YUMC	Yum China Holdings INC	+0.1%	-15.36%	Trim
11	STM	Stmicroelectronics Nv-ny Shs	+0.1%	-22.53%	Trim
12	MSFT	Microsoft CORP	—	-21.85%	Trim
13	WIT	Wipro Ltd-adr	0%	-4.66%	Trim
14	DQ	Daqo New Energy Corp-adr	0%	-26.90%	Trim
15	GOLF	Acushnet Holdings CORP	-0.1%	-22.49%	Trim
16	ENZL	Ishares Msci New Zealand ETF	-0.1%	-24.59%	Trim
17	SKMEUR	Sk Telecom Co Ltd-spon Adr	-0.2%	-14.26%	Trim
18	EL	Estee Lauder Companies-cl A	-0.3%	-39.18%	Trim
19	SNPUSD	China Petroleum & Chem-adr	-0.4%	-25.73%	Trim
20	V	Visa Inc-class A Shares	-0.4%	-30.10%	Trim
21	KT	Kt Corp-sp Adr	-0.7%	-25.59%	Trim
22	BHP	Bhp Group Ltd-spon Adr	-0.8%	-30.27%	Trim
23	RVTY	Revvity INC	-0.9%	-47.09%	Trim
24	✓	Avx CORP New	-0.9%	-64.26%	Trim
25	ABT	Abbott Laboratories	-0.9%	-88.61%	Trim
26	BRKR	Bruker CORP	-1%	-46.39%	Trim
27	R6C2	Royal Dutch Shell-spon Adr-b	-1.1%	-81.67%	Trim
28	CYD	China Yuchai International Limited	-1.2%	-84.49%	Trim
29	EIDO	Ishares Msci Indonesia ETF	-1.4%	-88.81%	Trim
30	CTRPUSD	Ctrip.com International-adr	-2.8%	-69.53%	Trim
31	JD	Jd.com Inc-adr	—	NEW	New buy
32	BABA	Alibaba Group Holding-sp Adr	—	NEW	New buy
33	TXN	Texas Instruments INC	—	NEW	New buy
34	FTNT	Fortinet INC	—	EXIT	Sold out
35	ATHM	Autohome Inc-adr	—	EXIT	Sold out
36	KLAC	Kla CORP	—	NEW	New buy
37	MCHI	Ishares Msci China ETF	—	EXIT	Sold out
38	XLNXEUR	Xilinx INC	—	EXIT	Sold out
39	TYPEUSD	Monotype Imaging Holdings In	—	EXIT	Sold out
40	EWH	Ishares Msci Hong Kong ETF	—	EXIT	Sold out
41	EWJ	Ishares Msci Japan ETF	—	EXIT	Sold out
42	ZLAB	Zai Lab Ltd-adr	—	NEW	New buy
43	MERC	Mercer International INC	—	EXIT	Sold out
44	DL	China Distance Education-adr	—	EXIT	Sold out
45	EPHE	Ishares Msci Philippines ETF	—	EXIT	Sold out
46	NOAH	Noah Holdings Ltd-spon Ads	—	EXIT	Sold out
47	G	Genpact Limited	—	EXIT	Sold out
48	FN	Fabrinet	—	EXIT	Sold out
49	KN	Knowles CORP	—	EXIT	Sold out
50	SHI1USD	Sinopec Shanghai-spons Adr	—	EXIT	Sold out