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) 7,510

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

Sector Weighting

Basic Materials
Capital Goods 2.99%
Conglomerates
Consumer Cyclical 6.08%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.8%
Healthcare 21.89%
Services 8.77%
Technology 48.37%
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 246,667 66,172 36.66 2,654,046
DEERE & CO COM 224,409 224,409 New 2,428,143
GOOGLE INC CL A 385,303 103,912 36.93 588,455
GRAINGER W W INC COM 316,095 113,636 56.13 1,400,075
INFORMATICA CORP COM 137,720 137,720 New 2,840,166
INTUIT COM 344,244 1,614 .47 3,226,578
LEJU HLDGS LTD SPONSORED ADS 3,778 1,696 81.43 514,702
LINEAR TECHNOLOGY CORP COM 384,766 1,870 .49 9,568,904
MEAD JOHNSON NUTRITION CO COM 2,591 159 6.54 28,812
MICROSOFT CORP COM 476,130 204,305 75.16 10,364,180
OPOWER INC COM 12,475 12,475 New 1,160,500
SIRONA DENTAL SYSTEMS INC COM 399,563 30,867 8.37 3,957,632
SPDR S&P 500 ETF TR TR UNIT 15,527 2,018 14.94 74,650
VARIAN MED SYS INC COM 392,157 2,597 .67 4,500,308
WATERS CORP COM 491,498 2,176 .45 3,759,644