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) 7,292

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 4.58%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.33%
Healthcare 26.75%
Services 11.49%
Technology 46.34%
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
AMAZON COM INC COM 256,911 39,163 17.99 675,797
ANSYS INC COM 166,958 163,399 4,590.95 1,942,055
BARD C R INC COM 154,467 -32,305 (17.3) 913,251
BECTON DICKINSON & CO COM 290,338 -80,673 (21.74) 1,978,856
CHECK POINT SOFTWARE TECH LTD ORD 593,358 10,353 1.78 7,106,939
DANAHER CORP DEL COM 219,021 -55,465 (20.21) 2,509,401
EBAY INC COM 338,028 115,935 52.20 5,837,130
EDWARDS LIFESCIENCES CORP COM 557,239 -183,294 (24.75) 4,189,138
GOOGLE INC CL A 241,793 241,793 New 429,755
GRAINGER W W INC COM 212,449 135,789 177.13 896,749
INTERNATIONAL BUSINESS MACHS COM -132,234 Sold Out 0
INTUIT COM 313,534 -49,251 (13.58) 3,211,454
JD COM INC SPON ADR CL A 104,906 2,610 2.55 3,791,314
JONES LANG LASALLE INC COM 132,457 -144,315 (52.14) 821,441
LEJU HLDGS LTD SPONSORED ADS 2,695 578 27.28 283,700
LINEAR TECHNOLOGY CORP COM 458,837 55,221 13.68 9,522,402
MEAD JOHNSON NUTRITION CO COM 2,833 884 45.37 27,043
MERCADOLIBRE INC COM 162,121 2,326 1.46 1,237,846
MICROSOFT CORP COM 259,459 49,608 23.64 5,916,958
MINDRAY MEDICAL INTL LTD SPON ADR 12,399 -74,868 (85.79) 438,741