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) 5,695

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 3.16%
Energy
Financial 10.14%
Healthcare 26.29%
Services 12.7%
Technology 46.35%
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
FACTSET RESH SYS INC COM 69,356 596 .87 566,586
GRAINGER W W INC COM 77,308 662 .86 322,075
EBAY INC COM 117,354 1,006 .87 2,204,666
BECTON DICKINSON & CO COM 294,769 2,869 .98 2,469,167
MEAD JOHNSON NUTRITION CO COM 179,866 3,006 1.70 1,931,962
MINDRAY MEDICAL INTL LTD SPON ADR 3,164 3,164 New 103,217
VARIAN MED SYS INC COM 323,292 4,188 1.31 3,890,871
MSCI INC COM 439,609 5,739 1.32 9,441,784
WATERS CORP COM 481,085 6,852 1.45 4,548,836
SPDR S&P 500 ETF TR TR UNIT 26,671 7,288 37.60 135,400
LINEAR TECHNOLOGY CORP COM 174,963 25,523 17.08 3,859,765
MERCADOLIBRE INC COM 86,637 86,637 New 920,787
INTERNATIONAL BUSINESS MACHS COM 147,756 147,756 New 761,630
CHECK POINT SOFTWARE TECH LTD ORD 294,798 149,651 103.10 4,298,605
SIRONA DENTAL SYSTEMS INC COM 164,847 164,847 New 2,011,806
EDWARDS LIFESCIENCES CORP COM 222,307 222,307 New 2,393,482