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) 7,289

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

Sector Weighting

Basic Materials
Capital Goods 3.18%
Conglomerates
Consumer Cyclical 6.37%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.56%
Healthcare 21.9%
Services 9.91%
Technology 48.68%
Transportation
Utilities

33 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
MINDRAY MEDICAL INTL LTD SPON ADR -11,697 Sold Out 0
MEAD JOHNSON NUTRITION CO COM 2,584 159 6.54 28,812
SPDR S&P 500 ETF TR TR UNIT 15,432 2,005 14.94 74,650
SOLARCITY CORP COM 12,213 New 236,000
JD COM INC SPON ADR CL A 9,037 -111,868 (92.53) 283,380
BARD C R INC COM 79,501 -76,994 (49.2) 463,939
LEJU HLDGS LTD SPONSORED ADS 3,701 1,661 81.43 514,702
AMAZON COM INC COM 255,499 -39,176 (13.3) 585,953
GOOGLE INC CL A 321,073 86,590 36.93 588,455
DANAHER CORP DEL COM 54,761 -160,721 (74.59) 637,723
JONES LANG LASALLE INC COM 142,725 -370 (0.26) 819,319
OPOWER INC COM 13,265 13,265 New 1,160,500
MERCADOLIBRE INC COM 167,865 -470 (0.28) 1,234,391
NIKE INC CL B 136,728 -387 (0.28) 1,244,790
GRAINGER W W INC COM 327,436 117,713 56.13 1,400,075
SCHEIN HENRY INC COM 207,563 -301 (0.15) 1,436,420
BECTON DICKINSON & CO COM 209,027 -73,257 (25.95) 1,465,311
EDWARDS LIFESCIENCES CORP COM 316,389 -291,539 (47.96) 2,180,189
PRICE T ROWE GROUP INC COM 169,078 -478 (0.28) 2,197,817
DEERE & CO COM 232,058 232,058 New 2,428,143