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) 7,463

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

Sector Weighting

Basic Materials
Capital Goods 3.07%
Conglomerates
Consumer Cyclical 6.32%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.54%
Healthcare 20.92%
Services 9.54%
Technology 50.2%
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
AMAZON COM INC COM 252,792 -38,760 (13.3) 585,953
ANSYS INC COM 238,413 63,958 36.66 2,654,046
BARD C R INC COM 79,793 -77,277 (49.2) 463,939
BECTON DICKINSON & CO COM 207,415 -72,692 (25.95) 1,465,311
CHECK POINT SOFTWARE TECH LTD ORD 545,893 -49,952 (8.38) 6,511,133
DANAHER CORP DEL COM 55,750 -163,622 (74.59) 637,723
DEERE & CO COM 229,120 229,120 New 2,428,143
EBAY INC COM 206,585 -140,023 (40.4) 3,479,039
EDWARDS LIFESCIENCES CORP COM 284,406 -262,067 (47.96) 2,180,189
GOOGLE INC CL A 326,151 87,959 36.93 588,455
GRAINGER W W INC COM 343,774 123,587 56.13 1,400,075
INFORMATICA CORP COM 137,890 137,890 New 2,840,166
INTUIT COM 339,404 1,591 .47 3,226,578
JD COM INC SPON ADR CL A 9,706 -120,147 (92.53) 283,380
JONES LANG LASALLE INC COM 142,160 -368 (0.26) 819,319
LEJU HLDGS LTD SPONSORED ADS 4,143 1,860 81.43 514,702
LINEAR TECHNOLOGY CORP COM 456,772 2,220 .49 9,568,904
MEAD JOHNSON NUTRITION CO COM 2,816 173 6.54 28,812
MERCADOLIBRE INC COM 180,752 -506 (0.28) 1,234,391
MICROSOFT CORP COM 493,439 211,732 75.16 10,364,180