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) 5,675

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 1.37%
Consumer/Non-Cyclical 3.22%
Energy
Financial 10.15%
Healthcare 25.88%
Services 12.98%
Technology 46.39%
Transportation
Utilities

13 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QUALCOMM INC COM 577,868 -111,589 (16.19) 7,593,541
INTUIT COM 401,201 -162,411 (28.82) 4,854,807
BARD C R INC COM 272,175 -98,154 (26.51) 1,828,518
JONES LANG LASALLE INC COM 269,887 -93,762 (25.78) 2,063,040
DANAHER CORP DEL COM 244,087 -44,084 (15.3) 3,224,828
SCHEIN HENRY INC COM 213,823 -70,466 (24.79) 1,810,526
SYSCO CORP COM 204,098 -17,449 (7.88) 5,553,681
NIELSEN N V COM 146,511 -51,575 (26.04) 3,039,016
TERADATA CORP DEL COM 142,463 -19,741 (12.17) 3,341,840
SCHWAB CHARLES CORP NEW COM 107,401 -91,623 (46.04) 3,905,474
SOLARCITY CORP COM 17,127 -74,442 (81.3) 236,000
NORTHERN TR CORP COM -99,961 Sold Out 0
STRAYER ED INC COM -1,629 Sold Out 0