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) 7,303

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

Sector Weighting

Basic Materials
Capital Goods 3.2%
Conglomerates
Consumer Cyclical 6.39%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.55%
Healthcare 21.76%
Services 9.9%
Technology 48.79%
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
DEERE & CO COM 233,952 233,952 New 2,428,143
INFORMATICA CORP COM 137,634 137,634 New 2,840,166
OPOWER INC COM 13,288 13,288 New 1,160,500
WATERS CORP COM 486,385 2,153 .45 3,759,644
INTUIT COM 327,207 1,534 .47 3,226,578
LINEAR TECHNOLOGY CORP COM 425,338 2,067 .49 9,568,904
VARIAN MED SYS INC COM 386,621 2,561 .67 4,500,308
MEAD JOHNSON NUTRITION CO COM 2,618 161 6.54 28,812
SIRONA DENTAL SYSTEMS INC COM 395,605 30,561 8.37 3,957,632
SPDR S&P 500 ETF TR TR UNIT 15,476 2,011 14.94 74,650
ANSYS INC COM 242,606 65,083 36.66 2,654,046
GOOGLE INC CL A 322,085 86,863 36.93 588,455
GRAINGER W W INC COM 329,718 118,533 56.13 1,400,075
MICROSOFT CORP COM 460,170 197,457 75.16 10,364,180
LEJU HLDGS LTD SPONSORED ADS 4,318 1,938 81.43 514,702