13F-HR 1 generation2q12.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, 2012 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: 028-12114 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 10, 2012 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 Form 13F Information Table Entry Total: 30 Form 13F Information Table Value Total: $3,260,553 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMAZON COM INC COM 023135106 127004 556182 SH SOLE 386643 0 169539 AMDOCS LTD ORD G02602103 151511 5097948 SH SOLE 3548107 0 1549841 ANSYS INC COM 03662Q105 34392 544952 SH SOLE 380091 0 164861 AUTODESK INC COM 052769106 8433 241000 SH SOLE 241000 0 0 BARD C R INC COM 067383109 98477 916581 SH SOLE 638941 0 277640 BECTON DICKINSON & CO COM 075887109 204392 2734346 SH SOLE 1901762 0 832584 BLACKBAUD INC COM 09227Q100 56344 2194951 SH SOLE 1526745 0 668206 BROWN & BROWN INC COM 115236101 147666 5414970 SH SOLE 3774771 0 1640199 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 59630 1018795 SH SOLE 708600 0 310195 COLGATE PALMOLIVE CO COM 194162103 93035 893710 SH SOLE 621601 0 272109 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 93167 5558900 SH SOLE 3959600 0 1599300 DANAHER CORP DEL COM 235851102 326910 6277072 SH SOLE 4364141 0 1912931 DIGI INTL INC COM 253798102 16928 1653164 SH SOLE 1653164 0 0 EBAY INC COM 278642103 252433 6008875 SH SOLE 4179241 0 1829634 JONES LANG LASALLE INC COM 48020Q107 132887 1888400 SH SOLE 1312909 0 575491 MINDRAY MEDICAL INTL LTD SPON ADR 602675100 54712 1806280 SH SOLE 1328089 0 478191 MSCI INC COM 55354G100 118766 3491060 SH SOLE 2434852 0 1056208 NIELSEN HOLDINGS N V COM N63218106 87701 3344820 SH SOLE 2339825 0 1004995 NORTHERN TR CORP COM 665859104 123134 2675661 SH SOLE 1883408 0 792253 PAYCHEX INC COM 704326107 95711 3047143 SH SOLE 2122887 0 924256 POLYPORE INTL INC COM 73179V103 51464 1274178 SH SOLE 885597 0 388581 PROCTER & GAMBLE CO COM 742718109 102557 1674399 SH SOLE 1169333 0 505066 QUALCOMM INC COM 747525103 102609 1842830 SH SOLE 1349330 0 493500 QUANTA SVCS INC COM 74762E102 17884 743000 SH SOLE 743000 0 0 SCHEIN HENRY INC COM 806407102 349460 4452287 SH SOLE 3097053 0 1355234 SIGMA ALDRICH CORP COM 826552101 72255 977344 SH SOLE 680959 0 296385 SPDR S&P 500 ETF TR TR UNIT 78462F103 9539 70000 SH SOLE 17000 0 53000 STRAYER ED INC COM 863236105 90704 831990 SH SOLE 577028 0 254962 VARIAN MED SYS INC COM 92220P105 117946 1940856 SH SOLE 1357749 0 583107 VERISK ANALYTICS INC CL A 92345Y106 62902 1276935 SH SOLE 887819 0 389116