GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 32
New Positions 1
Increased Positions 19
Decreased Positions 12
Positions with Activity 31
Sold Out Positions 2
Total Mkt Value (in $ millions) 7,449

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 4.69%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.85%
Healthcare 25.78%
Services 11.84%
Technology 46.02%
Transportation
Utilities

32 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHECK POINT SOFTWARE TECH LTD ORD 596,912 10,415 1.78 7,106,939
MSCI INC COM 539,491 -75,293 (12.25) 8,642,922
EDWARDS LIFESCIENCES CORP COM 535,162 -176,032 (24.75) 4,189,138
WATERS CORP COM 475,436 40,203 9.24 3,742,999
QUALCOMM INC COM 465,637 -66,551 (12.51) 6,742,981
LINEAR TECHNOLOGY CORP COM 447,934 53,909 13.68 9,522,402
VARIAN MED SYS INC COM 395,148 8,730 2.26 4,470,502
SIRONA DENTAL SYSTEMS INC COM 345,214 121,212 54.11 3,651,898
EBAY INC COM 345,033 118,337 52.20 5,837,130
INTUIT COM 325,288 -51,097 (13.58) 3,211,454
AMAZON COM INC COM 285,889 43,581 17.99 675,797
MICROSOFT CORP COM 285,434 54,574 23.64 5,916,958
BECTON DICKINSON & CO COM 284,837 -79,144 (21.74) 1,978,856
GOOGLE INC CL A 237,586 237,586 New 429,755
GRAINGER W W INC COM 223,165 142,638 177.13 896,749
DANAHER CORP DEL COM 207,502 -52,548 (20.21) 2,509,401
SCHEIN HENRY INC COM 204,354 2,647 1.31 1,438,503
MERCADOLIBRE INC COM 188,487 2,704 1.46 1,237,846
PRICE T ROWE GROUP INC COM 180,554 2,611 1.47 2,204,026
ANSYS INC COM 169,910 166,288 4,590.95 1,942,055