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) 7,482

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 4.67%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.88%
Healthcare 26.1%
Services 11.88%
Technology 45.61%
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
AMAZON COM INC COM 296,378 45,180 17.99 675,797
ANSYS INC COM 168,784 165,186 4,590.95 1,942,055
CHECK POINT SOFTWARE TECH LTD ORD 621,004 10,835 1.78 7,106,939
EBAY INC COM 344,916 118,297 52.20 5,837,130
GOOGLE INC CL A 243,293 243,293 New 429,755
GRAINGER W W INC COM 223,685 142,971 177.13 896,749
JD COM INC SPON ADR CL A 133,758 3,328 2.55 3,791,314
LEJU HLDGS LTD SPONSORED ADS 2,746 589 27.28 283,700
LINEAR TECHNOLOGY CORP COM 439,745 52,923 13.68 9,522,402
MEAD JOHNSON NUTRITION CO COM 2,602 812 45.37 27,043
MERCADOLIBRE INC COM 169,399 2,430 1.46 1,237,846
MICROSOFT CORP COM 284,191 54,337 23.64 5,916,958
NIELSEN N V COM 111,090 1,707 1.56 2,440,468
NIKE INC CL B 126,005 44,274 54.17 1,248,314
PRICE T ROWE GROUP INC COM 181,612 2,626 1.47 2,204,026
SCHEIN HENRY INC COM 201,376 2,608 1.31 1,438,503
SIRONA DENTAL SYSTEMS INC COM 340,430 119,532 54.11 3,651,898
VARIAN MED SYS INC COM 424,206 9,372 2.26 4,470,502
WATERS CORP COM 456,646 38,614 9.24 3,742,999