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GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 37
New Positions 4
Increased Positions 18
Decreased Positions 18
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value
(in $ millions)		 5,219

Sector Weighting

Basic Materials 2.06%
Capital Goods
Conglomerates
Consumer Cyclical 5.25%
Consumer/Non-Cyclical 3.76%
Energy
Financial 10.83%
Healthcare 25.19%
Services 15.62%
Technology 36.15%
Transportation 1.14%
Utilities

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

18 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
HDFC BANK LTD ADR REPS 3 SHS 4,239 4,239 New 100,000
LABORATORY CORP AMER HLDGS COM NEW 119,913 119,913 New 1,203,588
SYSCO CORP COM 117,470 117,470 New 3,370,744
TERADATA CORP DEL COM 103,765 103,765 New 1,832,977
INTUIT COM 98,823 206 .21 1,657,000
VARIAN MED SYS INC COM 255,687 927 .36 3,681,602
SCHEIN HENRY INC COM 403,473 1,505 .37 4,233,714
GRAINGER W W INC COM 274,238 1,314 .48 1,041,582
WATERS CORP COM 336,016 2,079 .62 3,445,259
MINDRAY MEDICAL INTL LTD SPON ADR 38,384 279 .73 928,042
MSCI INC COM 306,564 36,310 13.44 8,878,192
POLYPORE INTL INC COM 107,593 14,275 15.30 2,622,941
SPDR S&P 500 ETF TR TR UNIT 18,529 2,921 18.72 111,000
FACTSET RESH SYS INC COM 88,158 18,310 26.21 902,425
BECTON DICKINSON & CO COM 380,098 79,995 26.66 3,758,882
QUALCOMM INC COM 311,734 108,278 53.22 4,716,104
BARD C R INC COM 155,336 56,820 57.68 1,452,150
MEAD JOHNSON NUTRITION CO COM 94,472 87,008 1,165.82 1,188,322