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) 7,394

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

Sector Weighting

Basic Materials
Capital Goods 3.17%
Conglomerates
Consumer Cyclical 6.4%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.68%
Healthcare 21.67%
Services 9.79%
Technology 48.89%
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
AMAZON COM INC COM 256,706 -39,361 (13.3) 585,953
BARD C R INC COM 80,512 -77,974 (49.2) 463,939
BECTON DICKINSON & CO COM 208,133 -72,944 (25.95) 1,465,311
CHECK POINT SOFTWARE TECH LTD ORD 518,677 -47,462 (8.38) 6,511,133
DANAHER CORP DEL COM 54,691 -160,515 (74.59) 637,723
EBAY INC COM 212,343 -143,926 (40.4) 3,479,039
EDWARDS LIFESCIENCES CORP COM 318,482 -293,467 (47.96) 2,180,189
JD COM INC SPON ADR CL A 9,480 -117,358 (92.53) 283,380
JONES LANG LASALLE INC COM 142,496 -369 (0.26) 819,319
MERCADOLIBRE INC COM 182,357 -510 (0.28) 1,234,391
MINDRAY MEDICAL INTL LTD SPON ADR -12,504 Sold Out 0
MSCI INC COM 525,959 -25,027 (4.54) 8,250,343
NIELSEN N V COM 112,485 -314 (0.28) 2,433,679
NIKE INC CL B 136,566 -387 (0.28) 1,244,790
PRICE T ROWE GROUP INC COM 174,507 -493 (0.28) 2,197,817
QUALCOMM INC COM 410,226 -25,842 (5.93) 6,343,378
SCHEIN HENRY INC COM 208,927 -303 (0.15) 1,436,420


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