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GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 37
New Positions 4
Increased Positions 18
Decreased Positions 18
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value
(in $ millions)		 5,194

Sector Weighting

Basic Materials 2.03%
Capital Goods
Conglomerates
Consumer Cyclical 5.28%
Consumer/Non-Cyclical 3.83%
Energy
Financial 10.93%
Healthcare 25.35%
Services 15.57%
Technology 35.87%
Transportation 1.15%
Utilities

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

18 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BARD C R INC COM 155,975 57,054 57.68 1,452,150
BECTON DICKINSON & CO COM 382,579 80,517 26.66 3,758,882
FACTSET RESH SYS INC COM 88,104 18,298 26.21 902,425
GRAINGER W W INC COM 274,301 1,315 .48 1,041,582
HDFC BANK LTD ADR REPS 3 SHS 4,299 4,299 New 100,000
INTUIT COM 100,464 209 .21 1,657,000
LABORATORY CORP AMER HLDGS COM NEW 119,119 119,119 New 1,203,588
MEAD JOHNSON NUTRITION CO COM 95,624 88,070 1,165.82 1,188,322
MINDRAY MEDICAL INTL LTD SPON ADR 38,672 281 .73 928,042
MSCI INC COM 307,718 36,447 13.44 8,878,192
POLYPORE INTL INC COM 105,652 14,018 15.30 2,622,941
QUALCOMM INC COM 314,140 109,114 53.22 4,716,104
SCHEIN HENRY INC COM 403,812 1,506 .37 4,233,714
SPDR S&P 500 ETF TR TR UNIT 18,530 2,921 18.72 111,000
SYSCO CORP COM 118,448 118,448 New 3,370,744
TERADATA CORP DEL COM 105,103 105,103 New 1,832,977
VARIAN MED SYS INC COM 255,135 925 .36 3,681,602
WATERS CORP COM 337,635 2,089 .62 3,445,259