GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 32
New Positions 1
Increased Positions 19
Decreased Positions 12
Positions with Activity 31
Sold Out Positions 2
Total Mkt Value (in $ millions) 7,331

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 4.59%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.21%
Healthcare 26.97%
Services 11.56%
Technology 46.1%
Transportation
Utilities

32 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BARD C R INC COM 155,508 -32,523 (17.3) 913,251
JONES LANG LASALLE INC COM 131,086 -142,821 (52.14) 821,441
NIKE INC CL B 122,909 43,186 54.17 1,248,314
JD COM INC SPON ADR CL A 109,948 2,735 2.55 3,791,314
NIELSEN N V COM 109,309 1,680 1.56 2,440,468
SPDR S&P 500 ETF TR TR UNIT 13,669 -7,997 (36.91) 64,950
MINDRAY MEDICAL INTL LTD SPON ADR 13,474 -81,358 (85.79) 438,741
SOLARCITY CORP COM 12,218 New 236,000
MEAD JOHNSON NUTRITION CO COM 2,785 869 45.37 27,043
LEJU HLDGS LTD SPONSORED ADS 2,448 525 27.28 283,700
INTERNATIONAL BUSINESS MACHS COM -131,613 Sold Out 0
SYSCO CORP COM -116,733 Sold Out 0


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