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) 5,666

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 1.41%
Consumer/Non-Cyclical 3.18%
Energy
Financial 9.98%
Healthcare 26.16%
Services 12.88%
Technology 46.4%
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 464,846 6,620 1.45 4,548,836
MSCI INC COM 433,661 5,661 1.32 9,441,784
VARIAN MED SYS INC COM 331,736 4,297 1.31 3,890,871
BECTON DICKINSON & CO COM 293,510 2,857 .98 2,469,167
CHECK POINT SOFTWARE TECH LTD ORD 278,593 141,425 103.10 4,298,605
EDWARDS LIFESCIENCES CORP COM 210,985 210,985 New 2,393,482
LINEAR TECHNOLOGY CORP COM 183,609 26,784 17.08 3,859,765
MEAD JOHNSON NUTRITION CO COM 179,904 3,007 1.70 1,931,962
SIRONA DENTAL SYSTEMS INC COM 164,948 164,948 New 2,011,806
INTERNATIONAL BUSINESS MACHS COM 142,958 142,958 New 761,630
EBAY INC COM 110,972 952 .87 2,204,666
MERCADOLIBRE INC COM 83,442 83,442 New 920,787
GRAINGER W W INC COM 79,762 684 .86 322,075
FACTSET RESH SYS INC COM 67,747 582 .87 566,586
SPDR S&P 500 ETF TR TR UNIT 26,584 7,265 37.60 135,400
MINDRAY MEDICAL INTL LTD SPON ADR 3,158 3,158 New 103,217