Generation Investment Management

Generation Investment Management as of Dec. 31, 2014

Portfolio Holdings for Generation Investment Management

Generation Investment Management holds 30 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Check Point Software Tech Lt Ord (CHKP) 8.0 $558M 7.1M 78.57
Edwards Lifesciences (EW) 7.7 $534M 4.2M 127.38
Qualcomm (QCOM) 7.2 $501M 6.7M 74.33
Linear Technology Corporation 6.2 $434M 9.5M 45.60
Waters Corporation (WAT) 6.1 $422M 3.7M 112.72
Msci (MSCI) 5.9 $410M 8.6M 47.44
Varian Medical Systems 5.6 $387M 4.5M 86.51
eBay (EBAY) 4.7 $328M 5.8M 56.12
Sirona Dental Systems 4.6 $319M 3.7M 87.37
Intuit (INTU) 4.3 $296M 3.2M 92.19
Becton, Dickinson and (BDX) 4.0 $275M 2.0M 139.16
Microsoft Corporation (MSFT) 3.9 $275M 5.9M 46.45
W.W. Grainger (GWW) 3.3 $229M 897k 254.89
Google Cl A 3.3 $228M 430k 530.66
Danaher Corporation (DHR) 3.1 $215M 2.5M 85.71
Amazon (AMZN) 3.0 $210M 676k 310.35
Henry Schein (HSIC) 2.8 $196M 1.4M 136.15
T. Rowe Price (TROW) 2.7 $189M 2.2M 85.86
Ansys (ANSS) 2.3 $159M 1.9M 82.00
MercadoLibre (MELI) 2.3 $158M 1.2M 127.67
C.R. Bard 2.2 $152M 913k 166.62
Jones Lang LaSalle Incorporated (JLL) 1.8 $123M 821k 149.93
Nike CL B (NKE) 1.7 $120M 1.2M 96.15
Nielsen Holdings Nv 1.6 $109M 2.4M 44.73
JD Spon Adr Cl A (JD) 1.3 $88M 3.8M 23.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $13M 65k 205.50
Solarcity 0.2 $13M 236k 53.48
Mindray Medical Intl Spon Adr 0.2 $12M 439k 26.40
Leju Hldgs Sponsored Ads 0.0 $3.1M 284k 10.76
Mead Johnson Nutrition 0.0 $2.7M 27k 100.54