GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 33
New Positions 3
Increased Positions 15
Decreased Positions 17
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,467

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

Sector Weighting

Basic Materials
Capital Goods 3.04%
Conglomerates
Consumer Cyclical 6.35%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.62%
Healthcare 20.91%
Services 9.52%
Technology 50.16%
Transportation
Utilities

15 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MEAD JOHNSON NUTRITION CO COM 2,824 173 6.54 28,812
INTUIT COM 344,469 1,615 .47 3,226,578
LEJU HLDGS LTD SPONSORED ADS 4,462 2,003 81.43 514,702
SPDR S&P 500 ETF TR TR UNIT 15,900 2,066 14.94 74,650
LINEAR TECHNOLOGY CORP COM 450,313 2,188 .49 9,568,904
WATERS CORP COM 501,123 2,219 .45 3,759,644
VARIAN MED SYS INC COM 394,092 2,610 .67 4,500,308
OPOWER INC COM 13,230 13,230 New 1,160,500
SIRONA DENTAL SYSTEMS INC COM 389,787 30,112 8.37 3,957,632
ANSYS INC COM 238,944 64,101 36.66 2,654,046
GOOGLE INC CL A 326,310 88,002 36.93 588,455
GRAINGER W W INC COM 344,348 123,793 56.13 1,400,075
INFORMATICA CORP COM 137,578 137,578 New 2,840,166
MICROSOFT CORP COM 486,080 208,575 75.16 10,364,180
DEERE & CO COM 226,667 226,667 New 2,428,143


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