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) 7,580

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%
Conglomerates
Consumer Cyclical 6.04%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.85%
Healthcare 21.78%
Services 8.93%
Technology 48.28%
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 ▲
MEAD JOHNSON NUTRITION CO COM 2,578 158 6.54 28,812
SPDR S&P 500 ETF TR TR UNIT 15,738 2,045 14.94 74,650
LEJU HLDGS LTD SPONSORED ADS 3,587 1,610 81.43 514,702
GOOGLE INC CL A 391,064 105,466 36.93 588,455
OPOWER INC COM 11,617 11,617 New 1,160,500
GRAINGER W W INC COM 315,031 113,253 56.13 1,400,075
DEERE & CO COM 227,056 227,056 New 2,428,143
ANSYS INC COM 248,711 66,721 36.66 2,654,046
INFORMATICA CORP COM 137,833 137,833 New 2,840,166
INTUIT COM 341,178 1,599 .47 3,226,578
WATERS CORP COM 498,491 2,207 .45 3,759,644
SIRONA DENTAL SYSTEMS INC COM 406,726 31,420 8.37 3,957,632
VARIAN MED SYS INC COM 387,026 2,563 .67 4,500,308
LINEAR TECHNOLOGY CORP COM 392,229 1,906 .49 9,568,904
MICROSOFT CORP COM 485,873 208,486 75.16 10,364,180