GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 18
Decreased Positions 12
Positions with Activity 30
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,973

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

Sector Weighting

Basic Materials
Capital Goods 14.36%
Conglomerates
Consumer Cyclical 5.75%
Consumer/Non-Cyclical 0.05%
Energy
Financial 7.9%
Healthcare 15.99%
Services 4.46%
Technology 50.93%
Transportation
Utilities

18 INCREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QUALCOMM INC COM 690,763 101,464 17.22 13,250,786
INGERSOLL-RAND PLC SHS 633,070 101,753 19.15 9,690,337
LINEAR TECHNOLOGY CORP COM 564,202 903 .16 12,372,853
CHECK POINT SOFTWARE TECH LTD ORD 530,537 27,776 5.53 6,422,972
DEERE & CO COM 512,125 122,363 31.39 6,101,813
GRAINGER W W INC COM 319,056 307 .10 1,352,160
PRICE T ROWE GROUP INC COM 284,252 780 .28 3,751,506
CERNER CORP COM 272,143 272,143 New 4,720,600
ANSYS INC COM 265,829 245 .09 2,935,396
EBAY INC COM 191,784 191,784 New 7,789,757
MERCADOLIBRE INC COM 135,142 36,897 37.56 1,091,090
ROCKWELL AUTOMATION INC COM 109,785 17,435 18.88 961,004
BANCO SANTANDER CHILE NEW SP ADR REP COM 59,910 59,910 New 3,097,745
TRIMBLE NAVIGATION LTD COM 52,090 30,367 139.80 2,065,409
NATIONAL INSTRS CORP COM 36,651 15,657 74.58 1,320,757
DONALDSON INC COM 35,784 14,306 66.61 1,090,986
JD COM INC SPON ADR CL A 24,964 6,553 35.59 973,268
LEJU HLDGS LTD SPONSORED ADS 4,669 709 17.91 928,299