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) 7,446

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

Sector Weighting

Basic Materials
Capital Goods 2.9%
Conglomerates
Consumer Cyclical 6.37%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.62%
Healthcare 20.91%
Services 9.5%
Technology 50.29%
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 ▲
MINDRAY MEDICAL INTL LTD SPON ADR -11,964 Sold Out 0
MEAD JOHNSON NUTRITION CO COM 2,795 172 6.54 28,812
SPDR S&P 500 ETF TR TR UNIT 15,891 2,065 14.94 74,650
JD COM INC SPON ADR CL A 9,558 -118,323 (92.53) 283,380
BARD C R INC COM 80,280 -77,749 (49.2) 463,939
LEJU HLDGS LTD SPONSORED ADS 4,390 1,970 81.43 514,702
AMAZON COM INC COM 248,362 -38,081 (13.3) 585,953
GOOGLE INC CL A 325,127 87,683 36.93 588,455
DANAHER CORP DEL COM 55,495 -162,873 (74.59) 637,723
JONES LANG LASALLE INC COM 141,611 -367 (0.26) 819,319
OPOWER INC COM 13,137 13,137 New 1,160,500
MERCADOLIBRE INC COM 181,579 -508 (0.28) 1,234,391
NIKE INC CL B 130,217 -369 (0.28) 1,244,790
GRAINGER W W INC COM 344,418 123,818 56.13 1,400,075
SCHEIN HENRY INC COM 202,909 -294 (0.15) 1,436,420
BECTON DICKINSON & CO COM 207,166 -72,605 (25.95) 1,465,311
EDWARDS LIFESCIENCES CORP COM 288,570 -265,904 (47.96) 2,180,189
PRICE T ROWE GROUP INC COM 179,759 -508 (0.28) 2,197,817
DEERE & CO COM 216,056 216,056 New 2,428,143
NIELSEN N V COM 111,414 -311 (0.28) 2,433,679


Create your free portfolio