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) 7,460

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

Sector Weighting

Basic Materials
Capital Goods 2.91%
Conglomerates
Consumer Cyclical 6.37%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.59%
Healthcare 20.94%
Services 9.54%
Technology 50.24%
Transportation
Utilities

17 DECREASED 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 -12,070 Sold Out 0
JD COM INC SPON ADR CL A 9,595 -118,779 (92.53) 283,380
DANAHER CORP DEL COM 55,418 -162,649 (74.59) 637,723
BARD C R INC COM 79,974 -77,452 (49.2) 463,939
EDWARDS LIFESCIENCES CORP COM 287,393 -264,820 (47.96) 2,180,189
EBAY INC COM 207,838 -140,872 (40.4) 3,479,039
BECTON DICKINSON & CO COM 208,675 -73,134 (25.95) 1,465,311
AMAZON COM INC COM 252,915 -38,779 (13.3) 585,953
CHECK POINT SOFTWARE TECH LTD ORD 564,515 -51,656 (8.38) 6,511,133
QUALCOMM INC COM 444,607 -28,008 (5.93) 6,343,378
MSCI INC COM 519,854 -24,736 (4.54) 8,250,343
NIKE INC CL B 129,956 -368 (0.28) 1,244,790
PRICE T ROWE GROUP INC COM 179,540 -507 (0.28) 2,197,817
MERCADOLIBRE INC COM 183,937 -515 (0.28) 1,234,391
NIELSEN N V COM 111,316 -311 (0.28) 2,433,679
JONES LANG LASALLE INC COM 139,751 -362 (0.26) 819,319
SCHEIN HENRY INC COM 203,426 -295 (0.15) 1,436,420