Sensato Investors Llc (1605826) Portfolio


Number of Companies: 100
Inflow: $228,129 K
Outflow: $-185,601 K
Net Flow: $42,527 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2874 86 Electronic Arts Inc (EA) Application Software 345,800 New Holding 345,800 $66.11 $22,860 $22,860
253 1 Taiwan Semiconductor (TSM) Semiconductor Mfg 831,596 New Holding 831,596 $26.20 $21,787 $21,787
2748 30 Lam Research Corp (LRCX) Semiconductor Mfg 231,400 New Holding 231,400 $82.59 $19,113 $19,113
2939 38 Mead Johnson Nutrition Co (MJN) Packaged Food 162,891 New Holding 162,891 $84.97 $13,840 $13,840
11 1 Western Digital Corp (WDC) Computer Hardware And Storage 278,811 New Holding 278,811 $47.24 $13,171 $13,171
1899 39 Vishay Intertechnology Inc (VSH) Semiconductor Devices 989,502 Added More 956,400 $12.21 $11,677 $12,081
729 5 Smith Ao Corp (AOS) Comml And Res Bldg Equip And Sys 123,311 New Holding 123,311 $76.30 $9,409 $9,409
2720 10 Expeditors Intl Wash Inc (EXPD) Logistics Services 177,000 New Holding 177,000 $48.81 $8,639 $8,639
2461 252 Icici Bank Ltd (IBN) Banks 1,196,400 New Holding 1,196,400 $7.16 $8,566 $8,566
2283 17 Avery Dennison Corp (AVY) Specialty Chemicals 93,100 New Holding 93,100 $72.11 $6,713 $6,713
3065 7 Philip Morris International (PM) Tobacco 62,300 New Holding 62,300 $98.11 $6,112 $6,112
1942 40 Stabilus Sa (STM) Semiconductor Devices 2,608,731 Added More 1,005,411 $5.58 $5,610 $14,556
2120 45 Nippon Telegraph And Tele (NTT) Telecom Carriers 114,257 New Holding 114,257 $43.24 $4,940 $4,940
2384 4 British American Tob (BTI) Tobacco 41,527 New Holding 41,527 $116.91 $4,854 $4,854
175 2 3m Co (MMM) Containers And Packaging 27,900 New Holding 27,900 $166.63 $4,648 $4,648
2538 77 Cadence Design Sys Inc (CDNS) Application Software 188,000 New Holding 188,000 $23.58 $4,433 $4,433
432 2 Orbotech Ltd (ORBK) Measurement Instruments 262,954 Added More 170,599 $23.78 $4,056 $6,253
2841 29 Eastman Chemical Co (EMN) Basic And Diversified Chemicals 54,200 New Holding 54,200 $72.23 $3,914 $3,914
1151 11 Pegasystems Inc (PEGA) Infrastructure Software 367,077 Added More 150,489 $25.37 $3,819 $9,316
2341 4 Abb Ltd (ABB) Electrical Power Equipment 181,300 New Holding 181,300 $19.42 $3,520 $3,520
619 6 Net 1 Ueps Technologies Inc (UEPS) Consumer Finance 596,396 Added More 374,940 $9.20 $3,449 $5,486
639 1 Tata Motors Ltd (TTM) Automobiles 118,563 New Holding 118,563 $29.04 $3,444 $3,444
2642 59 Sk Telecom Co Ltd (SKM) Telecom Carriers 167,867 New Holding 167,867 $20.17 $3,385 $3,385
2564 58 Xilinx Inc (XLNX) Semiconductor Devices 65,300 New Holding 65,300 $47.43 $3,097 $3,097
1000 5 Avx Corp (AVX) Electronics Components 896,063 Added More 241,902 $12.57 $3,040 $11,263
2352 53 Telekomunik Indonesia (TLK) Telecom Carriers 56,120 New Holding 56,120 $50.84 $2,853 $2,853
2605 14 Air Lease Corp (AL) Commercial Finance 416,200 Added More 85,400 $32.11 $2,743 $13,368
2848 70 China Biologic Products Inc (CBPO) Specialty Pharma 113,296 Added More 20,219 $114.48 $2,314 $12,970
903 23 Intersil Corp-A (ISIL) Semiconductor Devices 436,582 Added More 171,302 $13.37 $2,290 $5,837
3030 69 Intel Corp (INTC) Semiconductor Devices 69,400 New Holding 69,400 $32.34 $2,245 $2,245
1499 9 China Distance Education (DL) Life Insurance 313,040 Added More 142,528 $14.72 $2,098 $4,607
1762 23 Kulicke And Soffa Industries (KLIC) Semiconductor Mfg 708,743 Added More 167,400 $11.32 $1,894 $8,022
209 3 Tupperware Brands Corp (TUP) Home And Office Furnishings 183,100 Added More 31,400 $57.98 $1,820 $10,616
413 2 Fibria Celulose Sa (FBR) Paper 199,781 New Holding 199,781 $8.48 $1,694 $1,694
720 16 Newmont Mining Corp (NEM) Precious Metal Mining 63,000 New Holding 63,000 $26.58 $1,674 $1,674
30 1 Resmed Inc (RMD) Health Care Supplies 24,300 New Holding 24,300 $57.82 $1,405 $1,405
2517 36 Genpact Ltd (G) It Services 47,600 New Holding 47,600 $27.19 $1,294 $1,294
1996 27 Siliconware Precision (SPIL) Semiconductor Mfg 229,310 Added More 140,081 $7.97 $1,116 $1,827
2268 13 Tal Education Group (XRS) Educational Services 56,818 Added More 19,618 $49.68 $974 $2,822
858 3 Ja Solar Holdings Co Ltd (JASO) Renewable Energy Equipment 101,200 New Holding 101,200 $8.61 $871 $871
23 2 Seagate Technology (STX) Computer Hardware And Storage 16,900 New Holding 16,900 $34.45 $582 $582
2053 7 Mercer International Inc (MERC) Paper 899,414 Added More 53,578 $9.45 $506 $8,499
2470 16 Trina Solar Ltd (TSL) Renewable Energy Equipment 45,100 New Holding 45,100 $9.94 $448 $448
3046 32 Air Products And Chemicals Inc (APD) Basic And Diversified Chemicals 2,800 New Holding 2,800 $144.05 $403 $403
1809 24 Cohu Inc (COHU) Semiconductor Mfg 59,259 Added More 21,993 $11.88 $261 $703
1527 6 Huaneng Power Intl (HNP) Power Generation 6,500 New Holding 6,500 $35.56 $231 $231
1668 19 United Microelectron (UMC) Semiconductor Mfg 159,000 Added More 100,700 $2.08 $209 $330
1608 35 Park Electrochemical Corp (PKE) Semiconductor Devices 22,135 Added More 4,532 $16.01 $72 $354
1673 1 China Yuchai Intl Ltd (CYD) Engine And Transmission 41,904 Added More 1,404 $9.85 $13 $412
1214 12 Global Sources Ltd (GSOL) Internet Media 41,291 No Change 0 $8.10 $0 $334
1580 51 Sky-Mobi Ltd (MOBI) Application Software 17,300 No Change 0 $2.09 $0 $36
1225 27 China Digital Tv Holding (STV) Semiconductor Devices 483,025 No Change 0 $1.71 $0 $825
806 9 Phoenix New Media Ltd (FENG) Internet Media 491,272 No Change 0 $4.45 $0 $2,186
618 15 Nova Measuring Instruments (NVMI) Semiconductor Devices 91,548 No Change 0 $10.41 $0 $953
2016 43 Dsp Group Inc (DSPG) Semiconductor Devices 151,336 Sold Some -200 $9.12 $-1 $1,380
2304 52 Alpha And Omega Semiconductor (AOSL) Semiconductor Devices 135,999 Sold Some -1,200 $11.85 $-14 $1,611
1008 32 Changyoucom Ltd (CYOU) Application Software 698,057 Sold Some -6,800 $18.78 $-127 $13,109
2262 3 Albany Intl Corp-Cl A (AIN) Textile And Textile Products 0 Sold All -6,250 $37.59 $-234 $0
2243 10 Tal International Group Inc (TAL) Industrial Distribution And Rental 39,600 Sold Some -15,300 $15.44 $-236 $611
25 2 Marvell Technology Group Ltd (MRVL) Semiconductor Devices 0 Sold All -23,200 $10.31 $-239 $0
1867 53 Sciclone Pharmaceuticals Inc (SCLN) Specialty Pharma 1,360,290 Sold Some -28,799 $11.00 $-316 $14,963
2684 27 Visteon Corp (VC) Auto Parts 157,816 Sold Some -5,142 $79.58 $-409 $12,560
28 1 Ctripcom International (CTRP) Internet Based Services 0 Sold All -9,400 $44.25 $-416 $0
2669 16 Te Connectivity Ltd (TEL) Electrical Components 0 Sold All -7,300 $61.91 $-452 $0
2166 46 Radware Ltd (RDWR) Communications Equipment 0 Sold All -45,400 $11.83 $-537 $0
80 1 Accenture Plc-Cl A (ACN) It Services 134,244 Sold Some -5,056 $115.40 $-583 $15,491
2465 26 Perkinelmer Inc (PKI) Life Science Equipment 293,300 Sold Some -15,600 $49.45 $-771 $14,506
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 0 Sold All -16,500 $51.13 $-843 $0
567 3 Fabrinet (FN) Emsodm 0 Sold All -26,589 $32.34 $-860 $0
1998 25 Wns Holdings Ltd (WNS) It Services 335,414 Sold Some -29,880 $30.63 $-915 $10,277
2094 29 Amkor Technology Inc (AMKR) Semiconductor Mfg 110,361 Sold Some -163,466 $5.89 $-962 $650
1975 6 Doctor Reddys Lab (RDY) Generic Pharma 0 Sold All -24,282 $45.18 $-1,097 $0
699 19 Silicon Laboratories Inc (SLAB) Semiconductor Devices 0 Sold All -27,900 $44.95 $-1,254 $0
2033 5 E-House China Holdings (EJ) Real Estate Services 0 Sold All -264,400 $6.22 $-1,644 $0
757 5 51job Inc (JOBS) Internet Based Services 616,356 Sold Some -60,931 $31.02 $-1,890 $19,119
2489 35 Syntel Inc (SYNT) It Services 531,928 Sold Some -39,048 $49.93 $-1,949 $26,559
2032 7 China Lodging Group-Spon Ads (HTHT) Lodging 357,366 Sold Some -58,161 $38.20 $-2,222 $13,654
372 2 Universal Electronics Inc (UEIC) Consumer Electronics 0 Sold All -36,100 $61.99 $-2,237 $0
2594 11 Dun And Bradstreet Corp (DNB) Information Services 35,965 Sold Some -24,535 $103.08 $-2,529 $3,707
2009 1 Hollysys Automation Technolo (HOLI) Factory Automation Equipment 25,524 Sold Some -120,696 $21.04 $-2,540 $537
2707 82 Mentor Graphics Corp (MENT) Application Software 0 Sold All -130,159 $20.33 $-2,646 $0
492 2 Kadant Inc (KAI) Industrial Machinery 58,349 Sold Some -58,978 $45.16 $-2,663 $2,635
2754 60 Integrated Device Tech Inc (IDTI) Semiconductor Devices 0 Sold All -152,400 $20.44 $-3,115 $0
1010 25 Coherent Inc (COHR) Semiconductor Devices 0 Sold All -39,229 $91.90 $-3,605 $0
270 5 Finisar Corporation (FNSR) Communications Equipment 0 Sold All -212,125 $18.24 $-3,869 $0
2198 63 Usana Health Sciences Inc (USNA) Specialty Pharma 24,528 Sold Some -33,300 $121.41 $-4,043 $2,978
515 8 Cabot Corp (CBT) Basic And Diversified Chemicals 0 Sold All -90,377 $48.33 $-4,367 $0
43 1 Netease Inc (NTES) Application Software 106,515 Sold Some -32,000 $143.58 $-4,594 $15,293
138 3 Bruker Corp (BRKR) Life Science Equipment 228,900 Sold Some -169,200 $28.00 $-4,737 $6,409
197 6 Linear Technology Corp (LLTC) Semiconductor Devices 0 Sold All -119,600 $44.56 $-5,329 $0
351 5 Sohucom Inc (SOHU) Internet Media 429,037 Sold Some -109,538 $49.54 $-5,426 $21,254
2816 63 Maxim Integrated Products (MXIM) Semiconductor Devices 0 Sold All -170,860 $36.77 $-6,284 $0
2849 29 Waters Corp (WAT) Life Science Equipment 0 Sold All -51,919 $131.91 $-6,849 $0
124 1 Dolby Laboratories Inc-Cl A (DLB) Consumer Electronics 157,497 Sold Some -191,808 $43.45 $-8,335 $6,844
178 1 New Oriental Educatio (EDU) Educational Services 461,565 Sold Some -319,603 $34.59 $-11,055 $15,965
448 9 Netgear Inc (NTGR) Communications Equipment 41,579 Sold Some -323,392 $40.36 $-13,055 $1,678
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 0 Sold All -285,700 $57.41 $-16,404 $0
2472 56 Silicon Motion Technol (SIMO) Semiconductor Devices 54,923 Sold Some -442,389 $38.81 $-17,169 $2,131
2427 34 Infosys Ltd (INFY) It Services 0 Sold All -957,678 $19.02 $-18,215 $0
2782 28 Agilent Technologies Inc (A) Life Science Equipment 23,333 Sold Some -465,400 $39.84 $-18,546 $929