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) 7,414

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

Sector Weighting

Basic Materials
Capital Goods 3.07%
Conglomerates
Consumer Cyclical 6.25%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.51%
Healthcare 20.96%
Services 9.66%
Technology 50.15%
Transportation
Utilities

15 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WATERS CORP COM 502,364 2,224 .45 3,759,644
MICROSOFT CORP COM 485,665 208,397 75.16 10,364,180
LINEAR TECHNOLOGY CORP COM 457,872 2,225 .49 9,568,904
SIRONA DENTAL SYSTEMS INC COM 390,697 30,182 8.37 3,957,632
VARIAN MED SYS INC COM 389,727 2,581 .67 4,500,308
GRAINGER W W INC COM 336,480 120,964 56.13 1,400,075
INTUIT COM 336,048 1,575 .47 3,226,578
GOOGLE INC CL A 320,896 86,542 36.93 588,455
ANSYS INC COM 236,210 63,367 36.66 2,654,046
DEERE & CO COM 227,468 227,468 New 2,428,143
INFORMATICA CORP COM 137,464 137,464 New 2,840,166
SPDR S&P 500 ETF TR TR UNIT 15,762 2,048 14.94 74,650
OPOWER INC COM 13,740 13,740 New 1,160,500
LEJU HLDGS LTD SPONSORED ADS 3,891 1,746 81.43 514,702
MEAD JOHNSON NUTRITION CO COM 2,803 172 6.54 28,812