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) 7,274

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 4.64%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.92%
Healthcare 27.15%
Services 11.29%
Technology 45.19%
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
GOOGLE INC CL A 228,948 228,948 New 429,755
SCHEIN HENRY INC COM 198,902 2,576 1.31 1,438,503
MERCADOLIBRE INC COM 160,920 2,309 1.46 1,237,846
PRICE T ROWE GROUP INC COM 181,656 2,627 1.47 2,204,026
NIELSEN N V COM 107,893 1,658 1.56 2,440,468
CHECK POINT SOFTWARE TECH LTD ORD 580,992 10,137 1.78 7,106,939
VARIAN MED SYS INC COM 419,244 9,263 2.26 4,470,502
JD COM INC SPON ADR CL A 125,834 3,131 2.55 3,791,314
WATERS CORP COM 465,667 39,377 9.24 3,742,999
LINEAR TECHNOLOGY CORP COM 439,602 52,906 13.68 9,522,402
AMAZON COM INC COM 253,802 38,689 17.99 675,797
MICROSOFT CORP COM 246,234 47,079 23.64 5,916,958
LEJU HLDGS LTD SPONSORED ADS 2,494 534 27.28 283,700
MEAD JOHNSON NUTRITION CO COM 2,709 845 45.37 27,043
EBAY INC COM 325,653 111,691 52.20 5,837,130
SIRONA DENTAL SYSTEMS INC COM 334,660 117,506 54.11 3,651,898
NIKE INC CL B 123,021 43,225 54.17 1,248,314
GRAINGER W W INC COM 214,619 137,176 177.13 896,749
ANSYS INC COM 167,658 164,084 4,590.95 1,942,055