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 3
Increased Positions 15
Decreased Positions 17
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,260

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

Sector Weighting

Basic Materials
Capital Goods 3.25%
Conglomerates
Consumer Cyclical 6.42%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.56%
Healthcare 21.74%
Services 9.82%
Technology 48.81%
Transportation
Utilities

32 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHECK POINT SOFTWARE TECH LTD ORD 517,961 -47,396 (8.38) 6,511,133
MSCI INC COM 507,809 -24,163 (4.54) 8,250,343
WATERS CORP COM 482,663 2,137 .45 3,759,644
MICROSOFT CORP COM 457,579 196,345 75.16 10,364,180
LINEAR TECHNOLOGY CORP COM 423,233 2,057 .49 9,568,904
SIRONA DENTAL SYSTEMS INC COM 397,425 30,702 8.37 3,957,632
QUALCOMM INC COM 397,286 -25,027 (5.93) 6,343,378
VARIAN MED SYS INC COM 379,511 2,514 .67 4,500,308
GRAINGER W W INC COM 331,328 119,112 56.13 1,400,075
INTUIT COM 325,142 1,524 .47 3,226,578
GOOGLE INC CL A 317,789 85,704 36.93 588,455
EDWARDS LIFESCIENCES CORP COM 310,524 -286,135 (47.96) 2,180,189
AMAZON COM INC COM 254,356 -39,000 (13.3) 585,953
ANSYS INC COM 242,155 64,962 36.66 2,654,046
DEERE & CO COM 235,651 235,651 New 2,428,143
EBAY INC COM 209,577 -142,051 (40.4) 3,479,039
BECTON DICKINSON & CO COM 207,561 -72,744 (25.95) 1,465,311
SCHEIN HENRY INC COM 204,144 -296 (0.15) 1,436,420
MERCADOLIBRE INC COM 174,913 -490 (0.28) 1,234,391
PRICE T ROWE GROUP INC COM 170,836 -483 (0.28) 2,197,817