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) 5,666

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 1.41%
Consumer/Non-Cyclical 3.18%
Energy
Financial 9.98%
Healthcare 26.16%
Services 12.88%
Technology 46.4%
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
SCHWAB CHARLES CORP NEW COM 105,057 -89,624 (46.04) 3,905,474
MERCADOLIBRE INC COM 83,442 83,442 New 920,787
GRAINGER W W INC COM 79,762 684 .86 322,075
FACTSET RESH SYS INC COM 67,747 582 .87 566,586
SPDR S&P 500 ETF TR TR UNIT 26,584 7,265 37.60 135,400
SOLARCITY CORP COM 15,477 -67,272 (81.3) 236,000
MINDRAY MEDICAL INTL LTD SPON ADR 3,158 3,158 New 103,217
NORTHERN TR CORP COM -95,047 Sold Out 0
STRAYER ED INC COM -1,770 Sold Out 0


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