GENERATION INVESTMENT MANAGEMENT LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 33
New Positions 2
Increased Positions 14
Decreased Positions 18
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,442

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

Sector Weighting

Basic Materials
Capital Goods 3.05%
Conglomerates
Consumer Cyclical 6.15%
Consumer/Non-Cyclical 0.03%
Energy
Financial 9.98%
Healthcare 22.22%
Services 9.07%
Technology 47.34%
Transportation
Utilities

33 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIKE INC CL B 142,939 -405 (0.28) 1,244,790
PAYPAL HLDGS INC COM 137,039 -92,885 (40.4) 3,479,039
NIELSEN N V COM 116,695 -326 (0.28) 2,433,679
EBAY INC COM 98,561 -66,805 (40.4) 3,479,039
BARD C R INC COM 91,020 -88,151 (49.2) 463,939
DANAHER CORP DEL COM 58,243 -170,940 (74.59) 637,723
SPDR S&P 500 ETF TR TR UNIT 15,661 2,035 14.94 74,650
SOLARCITY CORP COM 13,669 New 236,000
OPOWER INC COM 11,326 11,326 New 1,160,500
JD COM INC SPON ADR CL A 9,329 -115,481 (92.53) 283,380
LEJU HLDGS LTD SPONSORED ADS 3,382 1,518 81.43 514,702
MEAD JOHNSON NUTRITION CO COM 2,535 156 6.54 28,812
MINDRAY MEDICAL INTL LTD SPON ADR -11,986 Sold Out 0