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) 7,331

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 4.59%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.21%
Healthcare 26.97%
Services 11.56%
Technology 46.1%
Transportation
Utilities

19 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHECK POINT SOFTWARE TECH LTD ORD 590,906 10,310 1.78 7,106,939
LINEAR TECHNOLOGY CORP COM 460,599 55,433 13.68 9,522,402
WATERS CORP COM 456,234 38,579 9.24 3,742,999
VARIAN MED SYS INC COM 421,211 9,306 2.26 4,470,502
EBAY INC COM 344,858 118,277 52.20 5,837,130
SIRONA DENTAL SYSTEMS INC COM 334,368 117,404 54.11 3,651,898
AMAZON COM INC COM 262,094 39,953 17.99 675,797
MICROSOFT CORP COM 255,080 48,771 23.64 5,916,958
GOOGLE INC CL A 249,875 249,875 New 429,755
GRAINGER W W INC COM 213,462 136,437 177.13 896,749
SCHEIN HENRY INC COM 202,282 2,620 1.31 1,438,503
PRICE T ROWE GROUP INC COM 182,934 2,645 1.47 2,204,026
ANSYS INC COM 167,755 164,179 4,590.95 1,942,055
MERCADOLIBRE INC COM 163,389 2,344 1.46 1,237,846
NIKE INC CL B 122,909 43,186 54.17 1,248,314
JD COM INC SPON ADR CL A 109,948 2,735 2.55 3,791,314
NIELSEN N V COM 109,309 1,680 1.56 2,440,468
MEAD JOHNSON NUTRITION CO COM 2,785 869 45.37 27,043
LEJU HLDGS LTD SPONSORED ADS 2,448 525 27.28 283,700


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