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 2
Increased Positions 14
Decreased Positions 18
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,459

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

Sector Weighting

Basic Materials
Capital Goods 3.08%
Conglomerates
Consumer Cyclical 6.22%
Consumer/Non-Cyclical 0.03%
Energy
Financial 10.02%
Healthcare 22.21%
Services 9.06%
Technology 47.25%
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 -11,973 Sold Out 0
MEAD JOHNSON NUTRITION CO COM 2,547 156 6.54 28,812
LEJU HLDGS LTD SPONSORED ADS 3,510 1,575 81.43 514,702
JD COM INC SPON ADR CL A 9,360 -115,867 (92.53) 283,380
OPOWER INC COM 11,663 11,663 New 1,160,500
SPDR S&P 500 ETF TR TR UNIT 15,714 2,042 14.94 74,650
DANAHER CORP DEL COM 58,390 -171,371 (74.59) 637,723
BARD C R INC COM 91,234 -88,357 (49.2) 463,939
EBAY INC COM 97,831 -66,310 (40.4) 3,479,039
NIELSEN N V COM 117,936 -329 (0.28) 2,433,679
PAYPAL HLDGS INC COM 134,639 -91,258 (40.4) 3,479,039
NIKE INC CL B 143,425 -406 (0.28) 1,244,790
JONES LANG LASALLE INC COM 145,872 -378 (0.26) 819,319
MERCADOLIBRE INC COM 161,323 -452 (0.28) 1,234,391
PRICE T ROWE GROUP INC COM 169,518 -479 (0.28) 2,197,817
SCHEIN HENRY INC COM 212,561 -308 (0.15) 1,436,420
BECTON DICKINSON & CO COM 222,947 -78,136 (25.95) 1,465,311
DEERE & CO COM 229,629 229,629 New 2,428,143
ANSYS INC COM 249,878 67,034 36.66 2,654,046
AMAZON COM INC COM 314,159 -48,170 (13.3) 585,953


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