GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 5
Increased Positions 16
Decreased Positions 13
Positions with Activity 29
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,718

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 1.36%
Consumer/Non-Cyclical 3.21%
Energy
Financial 10.08%
Healthcare 25.96%
Services 12.92%
Technology 46.47%
Transportation
Utilities

29 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QUALCOMM INC COM 619,633 -119,654 (16.19) 7,593,541
WATERS CORP COM 476,673 6,789 1.45 4,548,836
MSCI INC COM 442,064 5,771 1.32 9,441,784
INTUIT COM 398,240 -161,212 (28.82) 4,854,807
VARIAN MED SYS INC COM 340,529 4,411 1.31 3,890,871
BECTON DICKINSON & CO COM 292,868 2,850 .98 2,469,167
CHECK POINT SOFTWARE TECH LTD ORD 284,353 144,349 103.10 4,298,605
JONES LANG LASALLE INC COM 270,196 -93,869 (25.78) 2,063,040
BARD C R INC COM 266,653 -96,163 (26.51) 1,828,518
DANAHER CORP DEL COM 243,829 -44,037 (15.3) 3,224,828
SCHEIN HENRY INC COM 214,873 -70,812 (24.79) 1,810,526
SYSCO CORP COM 205,542 -17,573 (7.88) 5,553,681
EDWARDS LIFESCIENCES CORP COM 204,738 204,738 New 2,393,482
MEAD JOHNSON NUTRITION CO COM 183,691 3,070 1.70 1,931,962
LINEAR TECHNOLOGY CORP COM 173,458 25,303 17.08 3,859,765
SIRONA DENTAL SYSTEMS INC COM 164,787 164,787 New 2,011,806
INTERNATIONAL BUSINESS MACHS COM 147,474 147,474 New 761,630
NIELSEN N V COM 146,876 -51,703 (26.04) 3,039,016
TERADATA CORP DEL COM 142,697 -19,773 (12.17) 3,341,840
EBAY INC COM 116,098 996 .87 2,204,666