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) 7,410

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 4.71%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.88%
Healthcare 25.72%
Services 11.87%
Technology 46.02%
Transportation
Utilities

31 Activity 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 596,628 10,410 1.78 7,106,939
MSCI INC COM 538,886 -75,209 (12.25) 8,642,922
EDWARDS LIFESCIENCES CORP COM 532,816 -175,261 (24.75) 4,189,138
WATERS CORP COM 473,826 40,066 9.24 3,742,999
QUALCOMM INC COM 461,355 -65,939 (12.51) 6,742,981
LINEAR TECHNOLOGY CORP COM 447,458 53,851 13.68 9,522,402
VARIAN MED SYS INC COM 396,042 8,750 2.26 4,470,502
EBAY INC COM 346,113 118,708 52.20 5,837,130
SIRONA DENTAL SYSTEMS INC COM 341,306 119,840 54.11 3,651,898
INTUIT COM 323,040 -50,744 (13.58) 3,211,454
MICROSOFT CORP COM 287,890 55,044 23.64 5,916,958
AMAZON COM INC COM 285,774 43,563 17.99 675,797
BECTON DICKINSON & CO COM 281,374 -78,182 (21.74) 1,978,856
GOOGLE INC CL A 236,864 236,864 New 429,755
GRAINGER W W INC COM 223,237 142,684 177.13 896,749
DANAHER CORP DEL COM 207,076 -52,440 (20.21) 2,509,401
SCHEIN HENRY INC COM 199,722 2,587 1.31 1,438,503
MERCADOLIBRE INC COM 179,921 2,581 1.46 1,237,846
PRICE T ROWE GROUP INC COM 179,606 2,597 1.47 2,204,026
ANSYS INC COM 167,968 164,388 4,590.95 1,942,055