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) 7,271

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 4.61%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.73%
Healthcare 27.29%
Services 11.39%
Technology 45.35%
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 239,610 239,610 New 429,755
NIKE INC CL B 124,682 43,809 54.17 1,248,314
AMAZON COM INC COM 250,423 38,174 17.99 675,797
ANSYS INC COM 168,551 164,958 4,590.95 1,942,055
EBAY INC COM 336,394 115,374 52.20 5,837,130
GRAINGER W W INC COM 210,377 134,465 177.13 896,749
LINEAR TECHNOLOGY CORP COM 444,506 53,496 13.68 9,522,402
MEAD JOHNSON NUTRITION CO COM 2,706 844 45.37 27,043
MERCADOLIBRE INC COM 152,069 2,182 1.46 1,237,846
MICROSOFT CORP COM 242,418 46,350 23.64 5,916,958
NIELSEN N V COM 105,745 1,625 1.56 2,440,468
PRICE T ROWE GROUP INC COM 178,989 2,588 1.47 2,204,026
SCHEIN HENRY INC COM 199,664 2,586 1.31 1,438,503
SIRONA DENTAL SYSTEMS INC COM 324,142 113,814 54.11 3,651,898
VARIAN MED SYS INC COM 419,065 9,259 2.26 4,470,502
WATERS CORP COM 464,544 39,282 9.24 3,742,999
CHECK POINT SOFTWARE TECH LTD ORD 585,363 10,213 1.78 7,106,939
JD COM INC SPON ADR CL A 114,043 2,837 2.55 3,791,314
LEJU HLDGS LTD SPONSORED ADS 2,244 481 27.28 283,700


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