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) 5,580

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 3.17%
Energy
Financial 10.07%
Healthcare 26.3%
Services 12.72%
Technology 46.39%
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 470,532 6,701 1.45 4,548,836
MSCI INC COM 427,241 5,578 1.32 9,441,784
VARIAN MED SYS INC COM 319,635 4,141 1.31 3,890,871
CHECK POINT SOFTWARE TECH LTD ORD 291,746 148,102 103.10 4,298,605
BECTON DICKINSON & CO COM 287,016 2,793 .98 2,469,167
EDWARDS LIFESCIENCES CORP COM 216,012 216,012 New 2,393,482
MEAD JOHNSON NUTRITION CO COM 176,659 2,952 1.70 1,931,962
LINEAR TECHNOLOGY CORP COM 170,351 24,850 17.08 3,859,765
SIRONA DENTAL SYSTEMS INC COM 161,347 161,347 New 2,011,806
INTERNATIONAL BUSINESS MACHS COM 145,982 145,982 New 761,630
EBAY INC COM 116,473 999 .87 2,204,666
MERCADOLIBRE INC COM 85,173 85,173 New 920,787
GRAINGER W W INC COM 75,736 649 .86 322,075
FACTSET RESH SYS INC COM 68,064 585 .87 566,586
SPDR S&P 500 ETF TR TR UNIT 26,144 7,144 37.60 135,400
MINDRAY MEDICAL INTL LTD SPON ADR 3,102 3,102 New 103,217