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 3
Increased Positions 15
Decreased Positions 17
Positions with Activity 32
Sold Out Positions 1
Total Mkt Value (in $ millions) 7,467

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

Sector Weighting

Basic Materials
Capital Goods 3.04%
Conglomerates
Consumer Cyclical 6.35%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.62%
Healthcare 20.91%
Services 9.52%
Technology 50.16%
Transportation
Utilities

33 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 326,310 88,002 36.93 588,455
NIKE INC CL B 129,993 -368 (0.28) 1,244,790
AMAZON COM INC COM 250,571 -38,420 (13.3) 585,953
ANSYS INC COM 238,944 64,101 36.66 2,654,046
BARD C R INC COM 79,774 -77,259 (49.2) 463,939
BECTON DICKINSON & CO COM 207,986 -72,893 (25.95) 1,465,311
DANAHER CORP DEL COM 55,233 -162,106 (74.59) 637,723
DEERE & CO COM 226,667 226,667 New 2,428,143
EBAY INC COM 207,768 -140,825 (40.4) 3,479,039
EDWARDS LIFESCIENCES CORP COM 285,343 -262,931 (47.96) 2,180,189
GRAINGER W W INC COM 344,348 123,793 56.13 1,400,075
INFORMATICA CORP COM 137,578 137,578 New 2,840,166
INTUIT COM 344,469 1,615 .47 3,226,578
JONES LANG LASALLE INC COM 140,751 -365 (0.26) 819,319
LINEAR TECHNOLOGY CORP COM 450,313 2,188 .49 9,568,904
MEAD JOHNSON NUTRITION CO COM 2,824 173 6.54 28,812
MERCADOLIBRE INC COM 182,048 -510 (0.28) 1,234,391
MICROSOFT CORP COM 486,080 208,575 75.16 10,364,180
MSCI INC COM 523,237 -24,897 (4.54) 8,250,343
NIELSEN N V COM 111,560 -311 (0.28) 2,433,679