GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 1
Increased Positions 7
Decreased Positions 21
Positions with Activity 28
Sold Out Positions 4
Total Mkt Value (in $ millions) 5,623

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical 1.43%
Consumer/Non-Cyclical 2.85%
Energy
Financial 12.37%
Healthcare 21.45%
Services 15.27%
Technology 46.63%
Transportation
Utilities

7 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
EBAY INC COM 120,151 46,548 63.24 2,185,760
CHECK POINT SOFTWARE TECH LTD ORD 141,718 141,718 New 2,116,462
LINEAR TECHNOLOGY CORP COM 152,869 52,264 51.95 3,296,721
SCHWAB CHARLES CORP NEW COM 195,694 28,134 16.79 7,237,214
SYSCO CORP COM 217,207 50,452 30.26 6,028,497
JONES LANG LASALLE INC COM 335,684 65,443 24.22 2,779,763
WATERS CORP COM 498,402 95,052 23.57 4,484,052