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 2
Increased Positions 14
Decreased Positions 18
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,459

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

Sector Weighting

Basic Materials
Capital Goods 3.08%
Conglomerates
Consumer Cyclical 6.22%
Consumer/Non-Cyclical 0.03%
Energy
Financial 10.02%
Healthcare 22.21%
Services 9.06%
Technology 47.25%
Transportation
Utilities

14 INCREASED Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 386,909 104,345 36.93 588,455
ANSYS INC COM 249,878 67,034 36.66 2,654,046
DEERE & CO COM 229,629 229,629 New 2,428,143
GRAINGER W W INC COM 320,211 115,116 56.13 1,400,075
INTUIT COM 341,275 1,600 .47 3,226,578
LINEAR TECHNOLOGY CORP COM 392,325 1,907 .49 9,568,904
MEAD JOHNSON NUTRITION CO COM 2,547 156 6.54 28,812
MICROSOFT CORP COM 484,007 207,685 75.16 10,364,180
OPOWER INC COM 11,663 11,663 New 1,160,500
SIRONA DENTAL SYSTEMS INC COM 410,723 31,729 8.37 3,957,632
VARIAN MED SYS INC COM 387,342 2,565 .67 4,500,308
WATERS CORP COM 501,875 2,222 .45 3,759,644
LEJU HLDGS LTD SPONSORED ADS 3,510 1,575 81.43 514,702
SPDR S&P 500 ETF TR TR UNIT 15,714 2,042 14.94 74,650


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