GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 34
New Positions 3
Increased Positions 15
Decreased Positions 18
Positions with Activity 33
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,582

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%
Conglomerates
Consumer Cyclical 6.08%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.74%
Healthcare 22.04%
Services 8.86%
Technology 48.18%
Transportation
Utilities

33 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIKE INC CL B 143,051 -405 (0.28) 1,244,790
INFORMATICA CORP COM 137,691 137,691 New 2,840,166
PAYPAL HLDGS INC COM 132,030 -89,490 (40.4) 3,479,039
NIELSEN N V COM 117,595 -328 (0.28) 2,433,679
EBAY INC COM 100,022 -67,795 (40.4) 3,479,039
BARD C R INC COM 90,259 -87,414 (49.2) 463,939
DANAHER CORP DEL COM 57,975 -170,154 (74.59) 637,723
SPDR S&P 500 ETF TR TR UNIT 15,734 2,044 14.94 74,650
OPOWER INC COM 11,814 11,814 New 1,160,500
JD COM INC SPON ADR CL A 9,434 -116,779 (92.53) 283,380
LEJU HLDGS LTD SPONSORED ADS 3,629 1,629 81.43 514,702
MEAD JOHNSON NUTRITION CO COM 2,602 160 6.54 28,812
MINDRAY MEDICAL INTL LTD SPON ADR -11,776 Sold Out 0


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