GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 40
New Positions 6
Increased Positions 11
Decreased Positions 29
Positions with Activity 40
Sold Out Positions 5
Total Mkt Value (in $ millions) 9,665

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

Sector Weighting

Energy
Basic Materials
Industrials 12.37%
Consumer Cyclicals 8.86%
Consumer Non-Cyclicals
Financials 9.05%
Healthcare 28.16%
Technology 41.56%
Telecommunication Services
Utilities

11 INCREASED Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 2,546 2,546 New 77,890
AMAZON COM INC COM 135,663 135,663 New 159,969
SALESFORCE COM INC COM 136,949 136,949 New 1,672,552
VWR CORP COM 186,551 186,551 New 6,818,375
COOPER COS INC COM NEW 249,712 203,239 437.33 1,249,873
DELPHI AUTOMOTIVE PLC SHS 254,861 254,861 New 3,237,149
FACEBOOK INC CL A 279,098 279,098 New 1,999,415
JONES LANG LASALLE INC COM 364,051 65,933 22.12 3,404,572
ANSYS INC COM 380,116 1,657 .44 3,564,479
THERMO FISHER SCIENTIFIC INC COM 385,447 259,016 204.87 2,481,469
CERNER CORP COM 940,660 296,218 45.97 16,678,362