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) 5,667

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 1.39%
Consumer/Non-Cyclical 3.16%
Energy
Financial 10.02%
Healthcare 26.18%
Services 12.94%
Technology 46.32%
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
EDWARDS LIFESCIENCES CORP COM 210,483 210,483 New 2,393,482
INTERNATIONAL BUSINESS MACHS COM 143,186 143,186 New 761,630
MERCADOLIBRE INC COM 83,221 83,221 New 920,787
MINDRAY MEDICAL INTL LTD SPON ADR 3,202 3,202 New 103,217
SIRONA DENTAL SYSTEMS INC COM 165,672 165,672 New 2,011,806
GRAINGER W W INC COM 78,841 676 .86 322,075
EBAY INC COM 113,540 974 .87 2,204,666
FACTSET RESH SYS INC COM 67,990 584 .87 566,586
BECTON DICKINSON & CO COM 294,720 2,868 .98 2,469,167
VARIAN MED SYS INC COM 331,269 4,291 1.31 3,890,871
MSCI INC COM 435,172 5,681 1.32 9,441,784
WATERS CORP COM 467,620 6,660 1.45 4,548,836
MEAD JOHNSON NUTRITION CO COM 178,880 2,989 1.70 1,931,962
LINEAR TECHNOLOGY CORP COM 183,223 26,728 17.08 3,859,765
SPDR S&P 500 ETF TR TR UNIT 26,621 7,275 37.60 135,400
CHECK POINT SOFTWARE TECH LTD ORD 275,412 139,810 103.10 4,298,605


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