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) 7,535

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 4.61%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.79%
Healthcare 26.57%
Services 11.88%
Technology 45.33%
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 622,213 10,856 1.78 7,106,939
WATERS CORP COM 462,410 39,101 9.24 3,742,999
LINEAR TECHNOLOGY CORP COM 438,983 52,831 13.68 9,522,402
VARIAN MED SYS INC COM 426,933 9,433 2.26 4,470,502
EBAY INC COM 345,558 118,518 52.20 5,837,130
SIRONA DENTAL SYSTEMS INC COM 344,849 121,084 54.11 3,651,898
AMAZON COM INC COM 300,797 45,853 17.99 675,797
MICROSOFT CORP COM 283,245 54,156 23.64 5,916,958
GOOGLE INC CL A 246,533 246,533 New 429,755
GRAINGER W W INC COM 221,587 141,630 177.13 896,749
SCHEIN HENRY INC COM 205,044 2,656 1.31 1,438,503
PRICE T ROWE GROUP INC COM 181,986 2,631 1.47 2,204,026
MERCADOLIBRE INC COM 170,179 2,441 1.46 1,237,846
ANSYS INC COM 169,852 166,231 4,590.95 1,942,055
JD COM INC SPON ADR CL A 131,634 3,275 2.55 3,791,314
NIKE INC CL B 126,017 44,278 54.17 1,248,314
NIELSEN N V COM 112,140 1,723 1.56 2,440,468
LEJU HLDGS LTD SPONSORED ADS 2,803 601 27.28 283,700
MEAD JOHNSON NUTRITION CO COM 2,649 827 45.37 27,043


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