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) 7,357

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 4.61%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.79%
Healthcare 27.22%
Services 11.41%
Technology 45.37%
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 253,147 38,590 17.99 675,797
ANSYS INC COM 171,134 167,486 4,590.95 1,942,055
BARD C R INC COM 154,677 -32,349 (17.3) 913,251
BECTON DICKINSON & CO COM 288,201 -80,079 (21.74) 1,978,856
CHECK POINT SOFTWARE TECH LTD ORD 593,287 10,351 1.78 7,106,939
DANAHER CORP DEL COM 214,805 -54,397 (20.21) 2,509,401
EBAY INC COM 338,116 115,965 52.20 5,837,130
EDWARDS LIFESCIENCES CORP COM 603,822 -198,617 (24.75) 4,189,138
GOOGLE INC CL A 241,151 241,151 New 429,755
GRAINGER W W INC COM 212,969 136,121 177.13 896,749
INTERNATIONAL BUSINESS MACHS COM -132,830 Sold Out 0
INTUIT COM 315,461 -49,553 (13.58) 3,211,454
JD COM INC SPON ADR CL A 112,792 2,806 2.55 3,791,314
JONES LANG LASALLE INC COM 138,914 -151,350 (52.14) 821,441
LEJU HLDGS LTD SPONSORED ADS 2,403 515 27.28 283,700
LINEAR TECHNOLOGY CORP COM 453,171 54,539 13.68 9,522,402
MEAD JOHNSON NUTRITION CO COM 2,746 857 45.37 27,043
MERCADOLIBRE INC COM 150,609 2,161 1.46 1,237,846
MICROSOFT CORP COM 242,359 46,338 23.64 5,916,958
MINDRAY MEDICAL INTL LTD SPON ADR 11,995 -72,430 (85.79) 438,741


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