GENERATION INVESTMENT MANAGEMENT LLP Information

20 AIR STREET, LONDON, , W1B 5AN, (40207) 534-4700

Report Date: 12/31/2014

Position Statistics

Total Positions 32
New Positions 1
Increased Positions 19
Decreased Positions 12
Positions with Activity 31
Sold Out Positions 2
Total Mkt Value (in $ millions) 7,535

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 4.61%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.79%
Healthcare 26.57%
Services 11.88%
Technology 45.33%
Transportation
Utilities

12 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM -138,636 Sold Out 0
SYSCO CORP COM -113,182 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR 13,579 -81,994 (85.79) 438,741
SPDR S&P 500 ETF TR TR UNIT 13,747 -8,043 (36.91) 64,950
JONES LANG LASALLE INC COM 136,614 -148,844 (52.14) 821,441
BARD C R INC COM 160,166 -33,497 (17.3) 913,251
DANAHER CORP DEL COM 209,033 -52,935 (20.21) 2,509,401
BECTON DICKINSON & CO COM 285,608 -79,359 (21.74) 1,978,856
INTUIT COM 325,079 -51,064 (13.58) 3,211,454
QUALCOMM INC COM 460,141 -65,766 (12.51) 6,742,981
MSCI INC COM 542,257 -75,679 (12.25) 8,642,922
EDWARDS LIFESCIENCES CORP COM 579,483 -190,611 (24.75) 4,189,138


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