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) 7,457

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

Sector Weighting

Basic Materials
Capital Goods 2.97%
Conglomerates
Consumer Cyclical 6.11%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.74%
Healthcare 21.95%
Services 8.82%
Technology 48.36%
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 2,579 158 6.54 28,812
LEJU HLDGS LTD SPONSORED ADS 3,510 1,575 81.43 514,702
OPOWER INC COM 11,814 11,814 New 1,160,500
SPDR S&P 500 ETF TR TR UNIT 15,437 2,006 14.94 74,650
INFORMATICA CORP COM 137,720 137,720 New 2,840,166
DEERE & CO COM 221,568 221,568 New 2,428,143
ANSYS INC COM 242,341 65,012 36.66 2,654,046
GRAINGER W W INC COM 316,235 113,686 56.13 1,400,075
INTUIT COM 338,791 1,588 .47 3,226,578
LINEAR TECHNOLOGY CORP COM 385,340 1,873 .49 9,568,904
GOOGLE INC CL A 387,362 104,467 36.93 588,455
VARIAN MED SYS INC COM 392,922 2,602 .67 4,500,308
SIRONA DENTAL SYSTEMS INC COM 397,505 30,708 8.37 3,957,632
MICROSOFT CORP COM 470,016 201,682 75.16 10,364,180
WATERS CORP COM 488,265 2,162 .45 3,759,644