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 3
Increased Positions 15
Decreased Positions 17
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,402

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 6.37%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.65%
Healthcare 20.85%
Services 9.53%
Technology 50.11%
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
ANSYS INC COM 236,529 63,453 36.66 2,654,046
DEERE & CO COM 227,760 227,760 New 2,428,143
GOOGLE INC CL A 321,997 86,839 36.93 588,455
GRAINGER W W INC COM 342,906 123,275 56.13 1,400,075
INFORMATICA CORP COM 137,705 137,705 New 2,840,166
INTUIT COM 337,726 1,583 .47 3,226,578
LEJU HLDGS LTD SPONSORED ADS 4,360 1,957 81.43 514,702
LINEAR TECHNOLOGY CORP COM 445,911 2,167 .49 9,568,904
MEAD JOHNSON NUTRITION CO COM 2,812 173 6.54 28,812
MICROSOFT CORP COM 482,867 207,196 75.16 10,364,180
OPOWER INC COM 13,717 13,717 New 1,160,500
SIRONA DENTAL SYSTEMS INC COM 386,502 29,858 8.37 3,957,632
SPDR S&P 500 ETF TR TR UNIT 15,729 2,044 14.94 74,650
VARIAN MED SYS INC COM 388,692 2,574 .67 4,500,308
WATERS CORP COM 498,867 2,209 .45 3,759,644


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