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) 7,410

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 4.71%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.88%
Healthcare 25.72%
Services 11.87%
Technology 46.02%
Transportation
Utilities

32 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 285,774 43,563 17.99 675,797
ANSYS INC COM 167,968 164,388 4,590.95 1,942,055
BARD C R INC COM 154,851 -32,386 (17.3) 913,251
BECTON DICKINSON & CO COM 281,374 -78,182 (21.74) 1,978,856
CHECK POINT SOFTWARE TECH LTD ORD 596,628 10,410 1.78 7,106,939
DANAHER CORP DEL COM 207,076 -52,440 (20.21) 2,509,401
EBAY INC COM 346,113 118,708 52.20 5,837,130
EDWARDS LIFESCIENCES CORP COM 532,816 -175,261 (24.75) 4,189,138
GOOGLE INC CL A 236,864 236,864 New 429,755
GRAINGER W W INC COM 223,237 142,684 177.13 896,749
INTERNATIONAL BUSINESS MACHS COM -141,812 Sold Out 0
INTUIT COM 323,040 -50,744 (13.58) 3,211,454
JD COM INC SPON ADR CL A 127,123 3,163 2.55 3,791,314
JONES LANG LASALLE INC COM 138,232 -150,607 (52.14) 821,441
LEJU HLDGS LTD SPONSORED ADS 2,908 623 27.28 283,700
LINEAR TECHNOLOGY CORP COM 447,458 53,851 13.68 9,522,402
MEAD JOHNSON NUTRITION CO COM 2,603 812 45.37 27,043
MERCADOLIBRE INC COM 179,921 2,581 1.46 1,237,846
MICROSOFT CORP COM 287,890 55,044 23.64 5,916,958
MINDRAY MEDICAL INTL LTD SPON ADR 13,597 -82,100 (85.79) 438,741