Sensato Investors LLC — Q1 2020 13F Holdings

Name: Sensato Investors LLC — 13F Holdings, Q1 2020
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	10.51%	-10.51%	EXIT
2	EDU	New Oriental Education & Technology Group Inc.	Stock-Consumer Staples	8.71%	-8.71%	EXIT
3	RMD	Resmed INC	Stock-Healthcare	8.06%	-8.06%	EXIT
4	WNSN	Wns Holdings Ltd-adr	Stock-Other	6.75%	-6.75%	EXIT
5	VIPS	Vipshop Holdings LTD - Adr	Stock-Consumer Disc	6.42%	-6.42%	EXIT
6	JD	Jd.com Inc-adr	Stock-Consumer Disc	6.18%	-6.18%	EXIT
7	YUMC	Yum China Holdings INC	Stock-Consumer Disc	5.69%	-5.69%	EXIT
8	KT	Kt Corp-sp Adr	Stock-Other	4.75%	-4.75%	EXIT
9	SKMEUR	Sk Telecom Co Ltd-spon Adr	Stock-Other	4.31%	-4.31%	EXIT
10	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	4.27%	-4.27%	EXIT
11	GDS	Gds Holdings LTD - Adr	Stock-Other	4.01%	-4.01%	EXIT
12	JOBSUSD	51job Inc-adr	Stock-Other	3.95%	-3.95%	EXIT
13	DQ	Daqo New Energy Corp-adr	Stock-Other	3.72%	-3.72%	EXIT
14	ZLAB	Zai Lab Ltd-adr	Stock-Other	3.65%	-3.65%	EXIT
15	HDB	Hdfc Bank Ltd-adr	Stock-Financials	3.63%	-3.63%	EXIT
16	INFY	Infosys Ltd-sp Adr	Stock-Tech	3.22%	-3.22%	EXIT
17	BHP	Bhp Group Ltd-spon Adr	Stock-Materials	3.04%	-3.04%	EXIT
18	LX	Lexinfintech Holdings L-adr	Stock-Other	2.77%	-2.77%	EXIT
19	ZTO	Zto Express Cayman Inc-adr	Stock-Other	1.78%	-1.78%	EXIT
20	WIT	Wipro Ltd-adr	Stock-Other	1.69%	-1.69%	EXIT
21	EWY	Ishares Msci South Korea ETF	ETF-Other	0.72%	-0.72%	EXIT
22	TLK	Telkom Indonesia Persero-adr	Stock-Other	0.66%	-0.66%	EXIT
23	✓	Fanhua INC Sponsored Adr	Stock-Other	0.51%	-0.51%	EXIT
24	EWM	Ishares Msci Malaysia ETF	ETF-Other	0.48%	-0.48%	EXIT
25	DOYU	DouYu International Holdings Limited	Stock-Other	0.23%	-0.23%	EXIT
26	FXI	Ishares China Large-cap ETF	ETF-Emerging Markets	0.22%	-0.22%	EXIT
27	XINUSD	Xinyuan Real Estate Co L-adr	Stock-Other	0.08%	-0.08%	EXIT

Holding changes this quarter

Position changes disclosed by Sensato Investors LLC for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RMD	Resmed INC	+7.7%	+1987.50%	Add
2	VIPS	Vipshop Holdings LTD - Adr	+4%	+102.09%	Add
3	ZLAB	Zai Lab Ltd-adr	+1.5%	+15.33%	Add
4	NTES	Netease Inc-adr	+0.5%	-15.25%	Trim
5	JD	Jd.com Inc-adr	0%	-26.16%	Trim
6	FXI	Ishares China Large-cap ETF	—	—	Unchanged
7	DQ	Daqo New Energy Corp-adr	0%	-25.36%	Trim
8	EWM	Ishares Msci Malaysia ETF	0%	—	Unchanged
9	XINUSD	Xinyuan Real Estate Co L-adr	0%	+7.00%	Add
10	TLK	Telkom Indonesia Persero-adr	-0.2%	—	Unchanged
11	EDU	New Oriental Education & Technology Group Inc.	-0.2%	-7.26%	Trim
12	✓	Fanhua INC Sponsored Adr	-0.6%	-49.76%	Trim
13	WIT	Wipro Ltd-adr	-0.6%	-24.95%	Trim
14	JOBSUSD	51job Inc-adr	-0.8%	-1.75%	Trim
15	BHP	Bhp Group Ltd-spon Adr	-0.9%	-1.56%	Trim
16	SKMEUR	Sk Telecom Co Ltd-spon Adr	-0.9%	—	Unchanged
17	LX	Lexinfintech Holdings L-adr	-0.9%	-0.21%	Trim
18	BABA	Alibaba Group Holding-sp Adr	-1.5%	-31.98%	Trim
19	INFY	Infosys Ltd-sp Adr	-1.6%	-28.93%	Trim
20	HDB	Hdfc Bank Ltd-adr	-1.7%	-4.00%	Trim
21	KT	Kt Corp-sp Adr	-1.9%	-9.70%	Trim
22	WNSN	Wns Holdings Ltd-adr	-2.6%	-5.47%	Trim
23	YUMC	Yum China Holdings INC	-3.6%	-41.30%	Trim
24	GDS	Gds Holdings LTD - Adr	—	NEW	New buy
25	ZTO	Zto Express Cayman Inc-adr	—	NEW	New buy
26	MOMOUSD	Momo Inc-spon Adr	—	EXIT	Sold out
27	EWY	Ishares Msci South Korea ETF	—	NEW	New buy
28	ENZL	Ishares Msci New Zealand ETF	—	EXIT	Sold out
29	MLCO	Melco Resorts & Entert-adr	—	EXIT	Sold out
30	SNPUSD	China Petroleum & Chem-adr	—	EXIT	Sold out
31	DOYU	DouYu International Holdings Limited	—	NEW	New buy
32	EPP	Ishares Msci Pacific Ex Japa	—	EXIT	Sold out
33	✓	Onesmart Intl Ed Group LTD	—	EXIT	Sold out
34	✓		—	EXIT	Sold out