Generation Investment Management

Generation Investment Management as of March 31, 2014

Portfolio Holdings for Generation Investment Management

Generation Investment Management holds 27 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 10.7 $599M 7.6M 78.86
Waters Corporation (WAT) 8.8 $493M 4.5M 108.41
Msci (MSCI) 7.3 $406M 9.4M 43.02
Intuit (INTU) 6.8 $377M 4.9M 77.73
Varian Medical Systems 5.9 $327M 3.9M 83.99
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 5.2 $291M 4.3M 67.63
Becton, Dickinson and (BDX) 5.2 $289M 2.5M 117.08
C.R. Bard 4.8 $271M 1.8M 147.98
Jones Lang LaSalle Incorporated (JLL) 4.4 $245M 2.1M 118.50
Danaher Corporation (DHR) 4.3 $242M 3.2M 75.00
Henry Schein (HSIC) 3.9 $216M 1.8M 119.37
SYSCO Corporation (SYY) 3.6 $201M 5.6M 36.13
Linear Technology Corporation 3.4 $188M 3.9M 48.69
Edwards Lifesciences (EW) 3.2 $178M 2.4M 74.17
Teradata Corporation (TDC) 3.0 $164M 3.3M 49.19
Mead Johnson Nutrition 2.9 $161M 1.9M 83.14
Sirona Dental Systems 2.7 $150M 2.0M 74.67
International Business Machines (IBM) 2.6 $147M 762k 192.49
Nielsen Holdings Nv 2.4 $136M 3.0M 44.63
eBay (EBAY) 2.2 $122M 2.2M 55.24
Charles Schwab Corporation (SCHW) 1.9 $107M 3.9M 27.33
MercadoLibre (MELI) 1.6 $88M 921k 95.11
W.W. Grainger (GWW) 1.5 $81M 322k 252.66
FactSet Research Systems (FDS) 1.1 $61M 567k 107.81
Spdr S&p 500 Etf (SPY) 0.5 $25M 135k 187.04
Solarcity 0.3 $15M 236k 62.62
Mindray Medical International 0.1 $3.3M 103k 32.36