Sensato Investors LLC 13F Holdings · last filed Q1 2020
Sensato Investors LLC reported 27 securities worth $122.13M in its SEC 13F filing for Q1 2020 (period ended 2020-03-31). Top holdings: NTES (10.51%), EDU (8.71%), RMD (8.06%). Among its top 25 positions this quarter: 4 new, 3 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NTES | NETEASE INC | $12.8M | 10.51% | 40,000 | Trimmed |
| 2 | EDU | NEW ORIENTAL ED & TECH GRP I | $10.6M | 8.71% | 98,305 | Trimmed |
| 3 | RMD | RESMED INC | $9.8M | 8.06% | 66,800 | Added |
| 4 | WNS | WNS HOLDINGS LTD | $8.2M | 6.75% | 191,843 | Trimmed |
| 5 | VIPS | VIPSHOP HLDGS LTD | $7.8M | 6.42% | 503,425 | Added |
| 6 | JD | JD COM INC | $7.5M | 6.18% | 186,300 | Trimmed |
| 7 | YUMC | YUM CHINA HLDGS INC | $7.0M | 5.69% | 163,039 | Trimmed |
| 8 | KT | KT CORP | $5.8M | 4.75% | 745,983 | Trimmed |
| 9 | SKM | SK TELECOM LTD | $5.3M | 4.31% | 323,225 | Hold |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $5.2M | 4.27% | 26,800 | Trimmed |
| 11 | GDS | GDS HLDGS LTD | $4.9M | 4.01% | 84,400 | New |
| 12 | JOBS | 51JOB INC | $4.8M | 3.95% | 78,651 | Trimmed |
| 13 | DQ | DAQO NEW ENERGY CORP | $4.5M | 3.72% | 78,386 | Trimmed |
| 14 | ZLAB | ZAI LAB LTD | $4.5M | 3.65% | 86,500 | Added |
| 15 | HDB | HDFC BANK LTD | $4.4M | 3.63% | 115,300 | Trimmed |
| 16 | INFY | INFOSYS LTD | $3.9M | 3.22% | 479,600 | Trimmed |
| 17 | BHP | BHP GROUP LTD | $3.7M | 3.04% | 101,200 | Trimmed |
| 18 | LX | LEXINFINTECH HLDGS LTD | $3.4M | 2.77% | 381,078 | Trimmed |
| 19 | ZTO | ZTO EXPRESS CAYMAN INC | $2.2M | 1.78% | 81,950 | New |
| 20 | WIT | WIPRO LTD | $2.1M | 1.69% | 663,860 | Trimmed |
| 21 | EWY | ISHARES INC | $877,000 | 0.72% | 18,700 | New |
| 22 | TLK | P T TELEKOMUNIKASI INDONESIA | $808,000 | 0.66% | 41,973 | Hold |
| 23 | AIFU | FANHUA INC | $624,000 | 0.51% | 31,016 | Trimmed |
| 24 | EWM | ISHARES INC | $589,000 | 0.48% | 25,400 | Hold |
| 25 | DOYU | DOUYU INTERNATIONAL HLDNGS L | $278,000 | 0.23% | 43,400 | New |
Source: SEC Form 13F filings · as of 2020-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR