GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 33
New Positions 2
Increased Positions 14
Decreased Positions 18
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,459

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

Sector Weighting

Basic Materials
Capital Goods 3.08%
Conglomerates
Consumer Cyclical 6.22%
Consumer/Non-Cyclical 0.03%
Energy
Financial 10.02%
Healthcare 22.21%
Services 9.06%
Technology 47.25%
Transportation
Utilities

33 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MSCI INC COM 562,343 -26,758 (4.54) 8,250,343
CHECK POINT SOFTWARE TECH LTD ORD 525,904 -48,123 (8.38) 6,511,133
WATERS CORP COM 501,875 2,222 .45 3,759,644
MICROSOFT CORP COM 484,007 207,685 75.16 10,364,180
SIRONA DENTAL SYSTEMS INC COM 410,723 31,729 8.37 3,957,632
QUALCOMM INC COM 408,450 -25,730 (5.93) 6,343,378
LINEAR TECHNOLOGY CORP COM 392,325 1,907 .49 9,568,904
VARIAN MED SYS INC COM 387,342 2,565 .67 4,500,308
GOOGLE INC CL A 386,909 104,345 36.93 588,455
INTUIT COM 341,275 1,600 .47 3,226,578
EDWARDS LIFESCIENCES CORP COM 331,738 -305,682 (47.96) 2,180,189
GRAINGER W W INC COM 320,211 115,116 56.13 1,400,075
AMAZON COM INC COM 314,159 -48,170 (13.3) 585,953
ANSYS INC COM 249,878 67,034 36.66 2,654,046
DEERE & CO COM 229,629 229,629 New 2,428,143
BECTON DICKINSON & CO COM 222,947 -78,136 (25.95) 1,465,311
SCHEIN HENRY INC COM 212,561 -308 (0.15) 1,436,420
PRICE T ROWE GROUP INC COM 169,518 -479 (0.28) 2,197,817
MERCADOLIBRE INC COM 161,323 -452 (0.28) 1,234,391
JONES LANG LASALLE INC COM 145,872 -378 (0.26) 819,319


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