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) 7,227

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 4.62%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.77%
Healthcare 27.23%
Services 11.46%
Technology 45.3%
Transportation
Utilities

32 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
INTERNATIONAL BUSINESS MACHS COM -129,997 Sold Out 0
SYSCO CORP COM -113,391 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR 11,793 -71,212 (85.79) 438,741
JONES LANG LASALLE INC COM 133,287 -145,219 (52.14) 821,441
SPDR S&P 500 ETF TR TR UNIT 13,364 -7,819 (36.91) 64,950
EDWARDS LIFESCIENCES CORP COM 595,905 -196,012 (24.75) 4,189,138
BECTON DICKINSON & CO COM 282,205 -78,413 (21.74) 1,978,856
DANAHER CORP DEL COM 211,668 -53,603 (20.21) 2,509,401
BARD C R INC COM 152,193 -31,830 (17.3) 913,251
INTUIT COM 312,523 -49,092 (13.58) 3,211,454
QUALCOMM INC COM 453,196 -64,773 (12.51) 6,742,981
MSCI INC COM 512,698 -71,554 (12.25) 8,642,922
GOOGLE INC CL A 243,671 243,671 New 429,755
SOLARCITY CORP COM 11,925 New 236,000
SCHEIN HENRY INC COM 199,305 2,581 1.31 1,438,503
MERCADOLIBRE INC COM 149,916 2,151 1.46 1,237,846
PRICE T ROWE GROUP INC COM 179,804 2,600 1.47 2,204,026
NIELSEN N V COM 105,111 1,615 1.56 2,440,468
CHECK POINT SOFTWARE TECH LTD ORD 578,363 10,091 1.78 7,106,939
VARIAN MED SYS INC COM 414,505 9,158 2.26 4,470,502