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
NORTHERN TR CORP COM -95,047 Sold Out 0
STRAYER ED INC COM -1,770 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR 3,158 3,158 New 103,217
SOLARCITY CORP COM 15,477 -67,272 (81.3) 236,000
SPDR S&P 500 ETF TR TR UNIT 26,584 7,265 37.60 135,400
FACTSET RESH SYS INC COM 67,747 582 .87 566,586
GRAINGER W W INC COM 79,762 684 .86 322,075
MERCADOLIBRE INC COM 83,442 83,442 New 920,787
SCHWAB CHARLES CORP NEW COM 105,057 -89,624 (46.04) 3,905,474
EBAY INC COM 110,972 952 .87 2,204,666
TERADATA CORP DEL COM 136,380 -18,898 (12.17) 3,341,840
INTERNATIONAL BUSINESS MACHS COM 142,958 142,958 New 761,630
NIELSEN N V COM 147,271 -51,842 (26.04) 3,039,016
SIRONA DENTAL SYSTEMS INC COM 164,948 164,948 New 2,011,806
MEAD JOHNSON NUTRITION CO COM 179,904 3,007 1.70 1,931,962
LINEAR TECHNOLOGY CORP COM 183,609 26,784 17.08 3,859,765
SYSCO CORP COM 205,209 -17,544 (7.88) 5,553,681
EDWARDS LIFESCIENCES CORP COM 210,985 210,985 New 2,393,482
SCHEIN HENRY INC COM 214,674 -70,747 (24.79) 1,810,526
DANAHER CORP DEL COM 251,537 -45,429 (15.3) 3,224,828


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