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) 7,467

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

Sector Weighting

Basic Materials
Capital Goods 3.04%
Conglomerates
Consumer Cyclical 6.35%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.62%
Healthcare 20.91%
Services 9.52%
Technology 50.16%
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
NIKE INC CL B 129,993 -368 (0.28) 1,244,790
AMAZON COM INC COM 250,571 -38,420 (13.3) 585,953
BARD C R INC COM 79,774 -77,259 (49.2) 463,939
BECTON DICKINSON & CO COM 207,986 -72,893 (25.95) 1,465,311
DANAHER CORP DEL COM 55,233 -162,106 (74.59) 637,723
EBAY INC COM 207,768 -140,825 (40.4) 3,479,039
EDWARDS LIFESCIENCES CORP COM 285,343 -262,931 (47.96) 2,180,189
JONES LANG LASALLE INC COM 140,751 -365 (0.26) 819,319
MERCADOLIBRE INC COM 182,048 -510 (0.28) 1,234,391
MSCI INC COM 523,237 -24,897 (4.54) 8,250,343
NIELSEN N V COM 111,560 -311 (0.28) 2,433,679
PRICE T ROWE GROUP INC COM 179,276 -506 (0.28) 2,197,817
QUALCOMM INC COM 440,928 -27,776 (5.93) 6,343,378
SCHEIN HENRY INC COM 204,043 -296 (0.15) 1,436,420
CHECK POINT SOFTWARE TECH LTD ORD 567,901 -51,966 (8.38) 6,511,133
MINDRAY MEDICAL INTL LTD SPON ADR -11,973 Sold Out 0
JD COM INC SPON ADR CL A 9,887 -122,392 (92.53) 283,380


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