GENERATION INVESTMENT MANAGEMENT LLP Information

20 AIR STREET, LONDON, , W1B 5AN, (40207) 534-4700

Report Date: 03/31/2013

Position Statistics:

Total Positions 37
New Positions 4
Increased Positions 18
Decreased Positions 18
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value
(in $ millions)
5,200

Sector Weighting

Basic Materials 2.14%
Capital Goods
Conglomerates
Consumer Cyclical 5.36%
Consumer/Non-Cyclical 3.8%
Energy
Financial 10.91%
Healthcare 25.39%
Services 15.56%
Technology 35.66%
Transportation 1.18%
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

37 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SCHEIN HENRY INC COM 407,072 1,518 .37 4,233,714
DANAHER CORP DEL COM 388,004 -38,973 (9.13) 6,077,764
BECTON DICKINSON & CO COM 379,685 79,908 26.66 3,758,882
WATERS CORP COM 337,911 2,091 .62 3,445,259
QUALCOMM INC COM 310,131 107,722 53.22 4,716,104
MSCI INC COM 308,251 36,510 13.44 8,878,192
GRAINGER W W INC COM 278,457 1,335 .48 1,041,582
VARIAN MED SYS INC COM 257,270 932 .36 3,681,602
NIELSEN HOLDINGS N V COM 243,654 -1,473 (0.6) 6,989,499
SOLARCITY CORP COM 188,384 New 4,231,442
JONES LANG LASALLE INC COM 186,970 -41,825 (18.28) 1,934,705
BARD C R INC COM 154,959 56,682 57.68 1,452,150
CTRIP COM INTL LTD AMERICAN DEP SHS 142,701 -755 (0.53) 4,537,400
LABORATORY CORP AMER HLDGS COM NEW 121,117 121,117 New 1,203,588
SYSCO CORP COM 118,246 118,246 New 3,370,744
NORTHERN TR CORP COM 117,046 -24,324 (17.21) 2,019,433
POLYPORE INTL INC COM 111,291 14,766 15.30 2,622,941
BLACKBAUD INC COM 110,546 -659 (0.59) 3,734,657
TERADATA CORP DEL COM 106,753 106,753 New 1,832,977
PROCTER & GAMBLE CO COM 101,471 -32,126 (24.05) 1,287,709