GENERATION INVESTMENT MANAGEMENT LLP Information

20 AIR STREET, LONDON, , W1B 5AN, (40207) 534-4700

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 5
Increased Positions 16
Decreased Positions 13
Positions with Activity 29
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,683

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 1.36%
Consumer/Non-Cyclical 3.27%
Energy
Financial 10.15%
Healthcare 26.04%
Services 12.94%
Technology 46.24%
Transportation
Utilities

16 INCREASED Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BECTON DICKINSON & CO COM 293,386 2,855 .98 2,469,167
CHECK POINT SOFTWARE TECH LTD ORD 293,294 148,888 103.10 4,298,605
EBAY INC COM 116,693 1,001 .87 2,204,666
EDWARDS LIFESCIENCES CORP COM 203,207 203,207 New 2,393,482
FACTSET RESH SYS INC COM 68,653 590 .87 566,586
GRAINGER W W INC COM 77,285 662 .86 322,075
INTERNATIONAL BUSINESS MACHS COM 149,112 149,112 New 761,630
LINEAR TECHNOLOGY CORP COM 170,910 24,932 17.08 3,859,765
MEAD JOHNSON NUTRITION CO COM 185,565 3,101 1.70 1,931,962
MERCADOLIBRE INC COM 84,363 84,363 New 920,787
MINDRAY MEDICAL INTL LTD SPON ADR 3,173 3,173 New 103,217
MSCI INC COM 441,215 5,760 1.32 9,441,784
SIRONA DENTAL SYSTEMS INC COM 164,827 164,827 New 2,011,806
SPDR S&P 500 ETF TR TR UNIT 26,782 7,319 37.60 135,400
VARIAN MED SYS INC COM 324,110 4,199 1.31 3,890,871
WATERS CORP COM 479,311 6,826 1.45 4,548,836