13F-HR 1 gen2q09.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Generation Investment Management LLP Address: One Vine Street London, United Kingdom W1J 0AH 13F File Number: 28-12114 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: David Blood Title: Managing Partner Phone: +44 (0) 207 534 4700 Signature, Place, and Date of Signing: /s/ David Blood London, UK August 07, 2009 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 25 Form13F Information Table Value Total: $1,581,781 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AFLAC INC COM 001055102 75497 2428342 SH SOLE 1802864 188056 437422 AMDOCS LTD ORD G02602103 108040 5036810 SH SOLE 3741304 386791 908715 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 41418 1069690 SH SOLE 795416 81705 192569 AUTODESK INC COM 052769106 13855 730000 SH SOLE 730000 0 0 BARD C R INC COM 067383109 58400 784417 SH SOLE 578792 65567 140058 BECTON DICKINSON & CO COM 075887109 163862 2297889 SH SOLE 1706012 177953 413924 BLACKBAUD INC COM 09227Q100 55678 3580553 SH SOLE 2644896 293524 642133 CITRIX SYS INC COM 177376100 72579 2275931 SH SOLE 1690764 176354 408813 DEERE & CO COM 244199105 36416 911527 SH SOLE 677808 69624 164095 EBAY INC COM 278642103 55771 3255769 SH SOLE 2419490 250667 585612 GREENHILL & CO INC COM 395259104 67214 930811 SH SOLE 686935 77697 166179 JOHNSON CTLS INC COM 478366107 55810 2569525 SH SOLE 1907357 200519 461649 JONES LANG LASALLE INC COM 48020Q107 63569 1942233 SH SOLE 1443425 149585 349223 MILLIPORE CORP COM 601073109 76068 1083431 SH SOLE 809057 80810 193564 MINDRAY MEDICAL INTL LTD SPON ADR 602675100 56249 2014649 SH SOLE 1493900 165403 355346 MOHAWK INDS INC COM 608190104 29358 822802 SH SOLE 609584 64092 149126 NALCO HOLDING COMPANY COM 62985Q101 51567 3062155 SH SOLE 2275571 236122 550462 NORTHERN TR CORP COM 665859104 76253 1420519 SH SOLE 1054434 117282 248803 PLUM CREEK TIMBER CO INC COM 729251108 93020 3123578 SH SOLE 2498502 225945 399131 STAPLES INC COM 855030102 45223 2242104 SH SOLE 1654419 187342 400343 TRIMBLE NAVIGATION LTD COM 896239100 31605 1610040 SH SOLE 1195999 124298 289743 VARIAN MED SYS INC COM 92220P105 63175 1797807 SH SOLE 1337357 136659 323791 VCA ANTECH INC COM 918194101 42172 1579477 SH SOLE 1174414 120615 284448 VMWARE INC CL A COM 928563402 77785 2852406 SH SOLE 2179418 201752 471236 WATERS CORP COM 941848103 71197 1383269 SH SOLE 1027614 105541 250114