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) 5,719

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 1.36%
Consumer/Non-Cyclical 3.22%
Energy
Financial 10.1%
Healthcare 25.71%
Services 12.83%
Technology 46.77%
Transportation
Utilities

16 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WATERS CORP COM 487,453 6,942 1.45 4,548,836
MSCI INC COM 443,197 5,786 1.32 9,441,784
VARIAN MED SYS INC COM 332,708 4,310 1.31 3,890,871
BECTON DICKINSON & CO COM 291,954 2,841 .98 2,469,167
CHECK POINT SOFTWARE TECH LTD ORD 278,421 141,337 103.10 4,298,605
EDWARDS LIFESCIENCES CORP COM 205,121 205,121 New 2,393,482
MEAD JOHNSON NUTRITION CO COM 184,348 3,081 1.70 1,931,962
LINEAR TECHNOLOGY CORP COM 183,995 26,840 17.08 3,859,765
SIRONA DENTAL SYSTEMS INC COM 164,002 164,002 New 2,011,806
INTERNATIONAL BUSINESS MACHS COM 147,825 147,825 New 761,630
EBAY INC COM 114,753 984 .87 2,204,666
MERCADOLIBRE INC COM 82,383 82,383 New 920,787
GRAINGER W W INC COM 77,887 667 .86 322,075
FACTSET RESH SYS INC COM 68,937 592 .87 566,586
SPDR S&P 500 ETF TR TR UNIT 26,836 7,333 37.60 135,400
MINDRAY MEDICAL INTL LTD SPON ADR 3,156 3,156 New 103,217


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