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) 5,718

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 1.36%
Consumer/Non-Cyclical 3.21%
Energy
Financial 10.08%
Healthcare 25.96%
Services 12.92%
Technology 46.47%
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 ▲
NORTHERN TR CORP COM -98,859 Sold Out 0
STRAYER ED INC COM -1,653 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR 3,112 3,112 New 103,217
SPDR S&P 500 ETF TR TR UNIT 26,896 7,350 37.60 135,400
SOLARCITY CORP COM 16,383 -71,211 (81.3) 236,000
GRAINGER W W INC COM 77,630 665 .86 322,075
FACTSET RESH SYS INC COM 68,461 588 .87 566,586
INTERNATIONAL BUSINESS MACHS COM 147,474 147,474 New 761,630
MERCADOLIBRE INC COM 82,806 82,806 New 920,787
SCHEIN HENRY INC COM 214,873 -70,812 (24.79) 1,810,526
BARD C R INC COM 266,653 -96,163 (26.51) 1,828,518
MEAD JOHNSON NUTRITION CO COM 183,691 3,070 1.70 1,931,962
SIRONA DENTAL SYSTEMS INC COM 164,787 164,787 New 2,011,806
JONES LANG LASALLE INC COM 270,196 -93,869 (25.78) 2,063,040
EBAY INC COM 116,098 996 .87 2,204,666
EDWARDS LIFESCIENCES CORP COM 204,738 204,738 New 2,393,482
BECTON DICKINSON & CO COM 292,868 2,850 .98 2,469,167
NIELSEN N V COM 146,876 -51,703 (26.04) 3,039,016
DANAHER CORP DEL COM 243,829 -44,037 (15.3) 3,224,828
TERADATA CORP DEL COM 142,697 -19,773 (12.17) 3,341,840