GENERATION INVESTMENT MANAGEMENT LLP Information

20 AIR STREET, LONDON, , W1B 5AN, (40207) 534-4700

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 5
Increased Positions 16
Decreased Positions 13
Positions with Activity 29
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,694

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 1.41%
Consumer/Non-Cyclical 3.16%
Energy
Financial 10.01%
Healthcare 26.08%
Services 12.85%
Technology 46.49%
Transportation
Utilities

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
NORTHERN TR CORP COM -95,330 Sold Out 0
STRAYER ED INC COM -1,773 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR 3,177 3,177 New 103,217
SOLARCITY CORP COM 15,677 -68,144 (81.3) 236,000
SPDR S&P 500 ETF TR TR UNIT 26,690 7,293 37.60 135,400
FACTSET RESH SYS INC COM 68,245 586 .87 566,586
GRAINGER W W INC COM 80,538 690 .86 322,075
MERCADOLIBRE INC COM 84,160 84,160 New 920,787
SCHWAB CHARLES CORP NEW COM 105,799 -90,257 (46.04) 3,905,474
EBAY INC COM 112,284 963 .87 2,204,666
TERADATA CORP DEL COM 135,278 -18,745 (12.17) 3,341,840
INTERNATIONAL BUSINESS MACHS COM 143,506 143,506 New 761,630
NIELSEN N V COM 148,517 -52,281 (26.04) 3,039,016
SIRONA DENTAL SYSTEMS INC COM 165,974 165,974 New 2,011,806
MEAD JOHNSON NUTRITION CO COM 180,175 3,011 1.70 1,931,962
LINEAR TECHNOLOGY CORP COM 185,385 27,043 17.08 3,859,765
SYSCO CORP COM 206,153 -17,625 (7.88) 5,553,681
EDWARDS LIFESCIENCES CORP COM 210,363 210,363 New 2,393,482
SCHEIN HENRY INC COM 215,398 -70,985 (24.79) 1,810,526
DANAHER CORP DEL COM 252,472 -45,598 (15.3) 3,224,828