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Generation Investment Management LLP – ‘13F-HR’ for 9/30/15 – ‘INFO-TABLE’

On:  Monday, 11/16/15, at 7:00am ET   ·   Effective:  11/16/15   ·   For:  9/30/15   ·   Accession #:  1172661-15-1991   ·   File #:  28-12114

Previous ‘13F-HR’:  ‘13F-HR’ on 8/14/15 for 6/30/15   ·   Next:  ‘13F-HR’ on 2/16/16 for 12/31/15   ·   Latest:  ‘13F-HR’ on 5/14/24 for 3/31/24

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

11/16/15  Generation Inv Management LLP     13F-HR      9/30/15    2:17K                                    Adviser Compliance … LLC

Quarterly Holdings and Combination Report by a Money Manager   —   Form 13F
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      3K 
                Money Manager -- primary_doc.xml                                 
 2: INFO-TABLE  Portfolio Securities Holdings Info Table --         HTML      3K 
                infotable.xml

‘INFO-TABLE’   —   Portfolio Securities Holdings Info Table — infotable.xml



        

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

  Information Table    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
XML Data rendering:  Portfolio Securities Holdings Info Table
 
                                                                                                                                                                                
<?xml version="1.0" encoding="windows-1252"?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<infoTable>
<nameOfIssuer> ANSYS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 03662Q105 </cusip>
<value> 258488 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2932696 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1984767 </Sole>
<Shared> 85271 </Shared>
<None> 862658 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BARD C R INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 067383109 </cusip>
<value> 86446 </value>
<shrsOrPrnAmt>
<sshPrnamt> 463988 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 313757 </Sole>
<Shared> 13514 </Shared>
<None> 136717 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BECTON DICKINSON & CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 075887109 </cusip>
<value> 170051 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1281855 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 865876 </Sole>
<Shared> 37610 </Shared>
<None> 378369 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CHECK POINT SOFTWARE TECH LT </nameOfIssuer>
<titleOfClass> ORD </titleOfClass>
<cusip> M22465104 </cusip>
<value> 482858 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6086697 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 4114438 </Sole>
<Shared> 178261 </Shared>
<None> 1793998 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DEERE & CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 244199105 </cusip>
<value> 343648 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4643896 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 3135834 </Sole>
<Shared> 136261 </Shared>
<None> 1371801 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DONALDSON INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 257651109 </cusip>
<value> 18387 </value>
<shrsOrPrnAmt>
<sshPrnamt> 654813 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 442327 </Sole>
<Shared> 19216 </Shared>
<None> 193270 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> EDWARDS LIFESCIENCES CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 28176E108 </cusip>
<value> 208264 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1464895 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 989520 </Sole>
<Shared> 42980 </Shared>
<None> 432395 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GOOGLE INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 38259P508 </cusip>
<value> 271113 </value>
<shrsOrPrnAmt>
<sshPrnamt> 424696 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 286800 </Sole>
<Shared> 12461 </Shared>
<None> 125435 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GRAINGER W W INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 384802104 </cusip>
<value> 290448 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1350860 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 912866 </Sole>
<Shared> 39589 </Shared>
<None> 398405 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INGERSOLL-RAND PLC </nameOfIssuer>
<titleOfClass> SHS </titleOfClass>
<cusip> G47791101 </cusip>
<value> 412903 </value>
<shrsOrPrnAmt>
<sshPrnamt> 8132810 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5493834 </Sole>
<Shared> 238810 </Shared>
<None> 2400166 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INTUIT </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 461202103 </cusip>
<value> 140269 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1580493 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1067591 </Sole>
<Shared> 46373 </Shared>
<None> 466529 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> JD COM INC </nameOfIssuer>
<titleOfClass> SPON ADR CL A </titleOfClass>
<cusip> 47215P106 </cusip>
<value> 18706 </value>
<shrsOrPrnAmt>
<sshPrnamt> 717792 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 717792 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> JONES LANG LASALLE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 48020Q107 </cusip>
<value> 96544 </value>
<shrsOrPrnAmt>
<sshPrnamt> 671517 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 454247 </Sole>
<Shared> 19607 </Shared>
<None> 197663 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LEJU HLDGS LTD </nameOfIssuer>
<titleOfClass> SPONSORED ADS </titleOfClass>
<cusip> 50187J108 </cusip>
<value> 4401 </value>
<shrsOrPrnAmt>
<sshPrnamt> 787319 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 787319 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LINEAR TECHNOLOGY CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 535678106 </cusip>
<value> 498446 </value>
<shrsOrPrnAmt>
<sshPrnamt> 12353053 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 8341510 </Sole>
<Shared> 362464 </Shared>
<None> 3649079 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LINKEDIN CORP </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 53578A108 </cusip>
<value> 158013 </value>
<shrsOrPrnAmt>
<sshPrnamt> 831080 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 561124 </Sole>
<Shared> 24385 </Shared>
<None> 245571 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MEAD JOHNSON NUTRITION CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 582839106 </cusip>
<value> 4352 </value>
<shrsOrPrnAmt>
<sshPrnamt> 61824 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 61824 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MERCADOLIBRE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 58733R102 </cusip>
<value> 72229 </value>
<shrsOrPrnAmt>
<sshPrnamt> 793201 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 536946 </Sole>
<Shared> 23204 </Shared>
<None> 233051 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICROSOFT CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 594918104 </cusip>
<value> 747942 </value>
<shrsOrPrnAmt>
<sshPrnamt> 16898822 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 11411080 </Sole>
<Shared> 495847 </Shared>
<None> 4991895 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MSCI INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 55354G100 </cusip>
<value> 193479 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3253943 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2198088 </Sole>
<Shared> 95548 </Shared>
<None> 960307 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NATIONAL INSTRS CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 636518102 </cusip>
<value> 21025 </value>
<shrsOrPrnAmt>
<sshPrnamt> 756552 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 510926 </Sole>
<Shared> 22178 </Shared>
<None> 223448 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NIELSEN HLDGS PLC </nameOfIssuer>
<titleOfClass> SHS EUR </titleOfClass>
<cusip> G6518L108 </cusip>
<value> 88346 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1986632 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1325601 </Sole>
<Shared> 60517 </Shared>
<None> 600514 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NIKE INC </nameOfIssuer>
<titleOfClass> CL B </titleOfClass>
<cusip> 654106103 </cusip>
<value> 109161 </value>
<shrsOrPrnAmt>
<sshPrnamt> 887703 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 599495 </Sole>
<Shared> 26050 </Shared>
<None> 262158 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> OPOWER INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 68375Y109 </cusip>
<value> 15772 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1770152 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1770152 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PRICE T ROWE GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 74144T108 </cusip>
<value> 260014 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3741206 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2527242 </Sole>
<Shared> 109856 </Shared>
<None> 1104108 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> QUALCOMM INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 747525103 </cusip>
<value> 607386 </value>
<shrsOrPrnAmt>
<sshPrnamt> 11304420 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 7792846 </Sole>
<Shared> 317519 </Shared>
<None> 3194055 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ROCKWELL AUTOMATION INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 773903109 </cusip>
<value> 82027 </value>
<shrsOrPrnAmt>
<sshPrnamt> 808384 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 545928 </Sole>
<Shared> 23723 </Shared>
<None> 238733 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SCHEIN HENRY INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 806407102 </cusip>
<value> 159933 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1205039 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 813998 </Sole>
<Shared> 35355 </Shared>
<None> 355686 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SIRONA DENTAL SYSTEMS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 82966C103 </cusip>
<value> 373586 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4002423 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2703928 </Sole>
<Shared> 116168 </Shared>
<None> 1182327 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SOLARCITY CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 83416T100 </cusip>
<value> 10080 </value>
<shrsOrPrnAmt>
<sshPrnamt> 236000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 236000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SPDR S&P 500 ETF TR </nameOfIssuer>
<titleOfClass> TR UNIT </titleOfClass>
<cusip> 78462F103 </cusip>
<value> 44161 </value>
<shrsOrPrnAmt>
<sshPrnamt> 230450 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 53650 </Sole>
<Shared> 12500 </Shared>
<None> 164300 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TRIMBLE NAVIGATION LTD </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 896239100 </cusip>
<value> 14143 </value>
<shrsOrPrnAmt>
<sshPrnamt> 861306 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 581666 </Sole>
<Shared> 25276 </Shared>
<None> 254364 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> VARIAN MED SYS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 92220P105 </cusip>
<value> 265519 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3598794 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2435455 </Sole>
<Shared> 104980 </Shared>
<None> 1058359 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WATERS CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 941848103 </cusip>
<value> 371531 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3142972 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2122523 </Sole>
<Shared> 92144 </Shared>
<None> 928305 </None>
</votingAuthority>
</infoTable>
</informationTable>


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Filing Submission 0001172661-15-001991   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)
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