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) 7,357

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 4.7%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.91%
Healthcare 25.62%
Services 11.79%
Technology 46.17%
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 ▲
MEAD JOHNSON NUTRITION CO COM 2,625 819 45.37 27,043
LEJU HLDGS LTD SPONSORED ADS 2,865 614 27.28 283,700
GOOGLE INC CL A 233,376 233,376 New 429,755
AMAZON COM INC COM 284,639 43,390 17.99 675,797
GRAINGER W W INC COM 220,591 140,993 177.13 896,749
MERCADOLIBRE INC COM 184,674 2,649 1.46 1,237,846
NIKE INC CL B 125,356 44,046 54.17 1,248,314
SCHEIN HENRY INC COM 198,988 2,577 1.31 1,438,503
ANSYS INC COM 169,425 165,813 4,590.95 1,942,055
PRICE T ROWE GROUP INC COM 179,386 2,594 1.47 2,204,026
NIELSEN N V COM 110,065 1,691 1.56 2,440,468
SIRONA DENTAL SYSTEMS INC COM 345,433 121,289 54.11 3,651,898
WATERS CORP COM 477,944 40,415 9.24 3,742,999
JD COM INC SPON ADR CL A 127,767 3,179 2.55 3,791,314
VARIAN MED SYS INC COM 387,324 8,558 2.26 4,470,502
EBAY INC COM 338,174 115,985 52.20 5,837,130
MICROSOFT CORP COM 281,647 53,850 23.64 5,916,958
CHECK POINT SOFTWARE TECH LTD ORD 597,729 10,429 1.78 7,106,939
LINEAR TECHNOLOGY CORP COM 435,269 52,384 13.68 9,522,402


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