GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 5
Increased Positions 16
Decreased Positions 13
Positions with Activity 29
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,687

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 1.36%
Consumer/Non-Cyclical 3.24%
Energy
Financial 10.2%
Healthcare 25.85%
Services 13.01%
Technology 46.34%
Transportation
Utilities

16 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
MINDRAY MEDICAL INTL LTD SPON ADR 3,077 3,077 New 103,217
SPDR S&P 500 ETF TR TR UNIT 26,897 7,350 37.60 135,400
FACTSET RESH SYS INC COM 69,520 597 .87 566,586
GRAINGER W W INC COM 77,456 664 .86 322,075
MERCADOLIBRE INC COM 84,491 84,491 New 920,787
EBAY INC COM 117,354 1,006 .87 2,204,666
INTERNATIONAL BUSINESS MACHS COM 148,701 148,701 New 761,630
SIRONA DENTAL SYSTEMS INC COM 164,586 164,586 New 2,011,806
LINEAR TECHNOLOGY CORP COM 171,721 25,050 17.08 3,859,765
MEAD JOHNSON NUTRITION CO COM 184,193 3,078 1.70 1,931,962
EDWARDS LIFESCIENCES CORP COM 203,853 203,853 New 2,393,482
CHECK POINT SOFTWARE TECH LTD ORD 290,156 147,295 103.10 4,298,605
BECTON DICKINSON & CO COM 292,572 2,847 .98 2,469,167
VARIAN MED SYS INC COM 324,343 4,202 1.31 3,890,871
MSCI INC COM 444,802 5,807 1.32 9,441,784
WATERS CORP COM 480,948 6,850 1.45 4,548,836