What smart money is saying about Sensata Technologies Holding
1 fund in our archive has pitched Sensata Technologies Holding — most recently Guinness Sustainable Energy Fund in June 2026.
Sensata Technologies Holding plc is a global enterprise specializing in the design, production, and distribution of sensing devices, integrated sensor solutions, control systems, and associated technologies. Its market reach extends across the Americas, Europe, Asia, and other international territories. The company's operations are strategically divided into two principal business units: Performance Sensing and Sensing Solutions. The Performance Sensing segment is dedicated to engineering and manufacturing sensors, high-voltage contactors, and other crucial components integral to vital systems and demanding applications. These include functions such as tire pressure monitoring, thermal regulation, electrical circuit protection, regenerative braking mechanisms, powertrain management (for engines and transmissions), and exhaust system control. This division primarily caters to the automotive industry, alongside manufacturers of heavy vehicles and off-road equipment. Conversely, the Sensing Solutions segment focuses on developing and producing application-specific sensors and electrical safety products, with a primary focus on industrial and aerospace applications. Its comprehensive product offerings encompass pressure and position sensors, protective devices for motors and compressors, high-voltage switching contactors, solid-state relays, bimetallic electromechanical controls, power inverters, charge controllers, advanced battery management systems, operator interfaces, and Internet of Things (IoT) solutions. Established in 1916, Sensata Technologies Holding plc maintains its corporate headquarters in Attleboro, Massachusetts.
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Position history
Between Q2 2025 and Q3 2026, 7 fund letters reported a position in Sensata Technologies Holding — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 1 | 1 |
| Q2 2025 | 2 | 0 | 0 | 0 |
Fund activity · 7 positions · 1 move
- August 2026
“The Guinness Sustainable Energy Fund is well positioned to benefit, with exposure to semiconductors (Infineon, NXP Semi), electrical connectors and sensors (Amphenol, TE Connectivity, Sensata) and batteries (LG Chem).”
Sensata Technologies Holding - July 2026
“Our power electronics names (Infineon, NXP, Amphenol, Sensata) performed well on account of substantial growth in their AI data centre offerings and order intake, supplemented by recovering automotive and industrial end markets.”
Sensata Technologies Holding “Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
Sensata Technologies Holding- June 2026
“Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
Sensata Technologies Holding - June 2026
“Though there were no new purchases this quarter, we did take advantage of the market’s obsession with IT hardware to sell all of the shares in two companies: Nokia and Sensata.”
Sensata Technologies Holding - June 2025
Listed in RS Large Cap Value Strategy’s reported holdings.
Sensata Technologies Holding - June 2025
“Source: FactSet. The top contributors and detractors are presented to illustrate examples of the portfolio’s investments and may not be representative of the portfolio’s current or future investments. The information in this article is based on data obtained from recognized services and sources and is believed to be reliable. Any opinions, projections or recommendations in this report are subject to change without notice and are not intended as individual investment advice. The securities highlighted, if any, were not intended as individual investment advice. The RS Concentrated All Cap Value Strategy primarily invests in a diversified portfolio of small-cap, mid-cap, and large-cap companies. Information relating to portfolio holdings is based on the representative account in the composite and may vary for other accounts in the strategy due to asset size, client guidelines, and other factors. The representative account is believed to most closely reflect the current portfolio management style. Advisory services offered by Victory Capital Management Inc. V17.083 // 2Q 2025 RS Concentrated All Cap Strategy COM Holding % Contribution to Return Holding % Contribution to Return Gates Industrial Corporation plc 0.88 Graphic Packaging Holding Company -0.70 Fluor Corporation 0.82 Littelfuse, Inc. -0.52 Citigroup Inc. 0.75 Sensata Technologies Holding PLC -0.52”
Sensata Technologies Holding
Fund coverage · 1 thesis
- Guinness Sustainable Energy FundJune 2026
Sensata Technologies Holding supplies components and services that should benefit from the increasing electronics content in electric vehicles.
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