GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 34
New Positions 3
Increased Positions 15
Decreased Positions 18
Positions with Activity 33
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,529

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

Sector Weighting

Basic Materials
Capital Goods 2.98%
Conglomerates
Consumer Cyclical 6.08%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.69%
Healthcare 22.16%
Services 8.79%
Technology 48.2%
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 224,530 224,530 New 2,428,143
INFORMATICA CORP COM 137,862 137,862 New 2,840,166
OPOWER INC COM 11,942 11,942 New 1,160,500
WATERS CORP COM 490,934 2,174 .45 3,759,644
INTUIT COM 340,856 1,598 .47 3,226,578
LINEAR TECHNOLOGY CORP COM 389,741 1,894 .49 9,568,904
VARIAN MED SYS INC COM 402,013 2,663 .67 4,500,308
MEAD JOHNSON NUTRITION CO COM 2,596 159 6.54 28,812
SIRONA DENTAL SYSTEMS INC COM 402,412 31,087 8.37 3,957,632
SPDR S&P 500 ETF TR TR UNIT 15,626 2,031 14.94 74,650
ANSYS INC COM 244,172 65,503 36.66 2,654,046
GOOGLE INC CL A 388,180 104,688 36.93 588,455
GRAINGER W W INC COM 316,347 113,727 56.13 1,400,075
MICROSOFT CORP COM 469,912 201,637 75.16 10,364,180
LEJU HLDGS LTD SPONSORED ADS 3,551 1,594 81.43 514,702


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