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) 7,580

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

Sector Weighting

Basic Materials
Capital Goods 3%
Conglomerates
Consumer Cyclical 6.04%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.85%
Healthcare 21.78%
Services 8.93%
Technology 48.28%
Transportation
Utilities

3 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DEERE & CO COM 227,056 227,056 New 2,428,143
INFORMATICA CORP COM 137,833 137,833 New 2,840,166
OPOWER INC COM 11,617 11,617 New 1,160,500