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) 9,885

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

Sector Weighting

Energy
Basic Materials
Industrials 12.18%
Consumer Cyclicals 9.12%
Consumer Non-Cyclicals
Financials 9.01%
Healthcare 28.01%
Technology 41.68%
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 2,499 2,499 New 77,890
SALESFORCE COM INC COM 140,143 140,143 New 1,672,552
AMAZON COM INC COM 143,737 143,737 New 159,969
VWR CORP COM 188,392 188,392 New 6,818,375
DELPHI AUTOMOTIVE PLC SHS 247,966 247,966 New 3,237,149
COOPER COS INC COM NEW 248,900 202,578 437.33 1,249,873
FACEBOOK INC CL A 287,276 287,276 New 1,999,415
JONES LANG LASALLE INC COM 380,665 68,942 22.12 3,404,572
THERMO FISHER SCIENTIFIC INC COM 384,727 258,533 204.87 2,481,469
ANSYS INC COM 384,964 1,678 .44 3,564,479
CERNER CORP COM 983,523 309,716 45.97 16,678,362