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SOLARWINDS NORTH AMERICA INC

SWI-OLD2

SOLARWINDS NORTH AMERICA INC

SOLARWINDS NORTH AMERICA INC historical holders

total: 2

Lone Pine Capital SOLARWINDS NORTH AMERICA INC transactions over time

Total transactions:
6
New positions:
1
Sold out:
1
Added:
2
Reduced:
2
Held since:
2013 Q3
Held for:
8 quarters
Latest activity:
2015 Q3
Stephen Mandel has been an institutional investor in SOLARWINDS NORTH AMERICA INC (SWI-OLD2) since 2013 Q3. According to 2026 Q1 report, Stephen Mandel doesn't hold any shares. The fund/company first acquired SWI-OLD2 in 2013 Q3, initially purchasing about 5.70M shares. Since the initial investment, Lone Pine Capital has made 5 more transactions in this position.

When did Stephen Mandel exit their SWI-OLD2 position?

Stephen Mandel no longer holds SOLARWINDS NORTH AMERICA INC (SWI-OLD2). They sold off their entire position in 2015 Q3, closing out an investment that began in 2013 Q3.

When did Stephen Mandel first invest in SWI-OLD2?

Stephen Mandel first invested in SOLARWINDS NORTH AMERICA INC (SWI-OLD2) in 2013 Q3 at the reported quarter-end price of $35.06 per share, acquiring 5,701,473 shares in their initial purchase.

What is Stephen Mandel's average cost basis for SWI-OLD2?

Based on historical transaction data, Stephen Mandel's estimated cost basis for SOLARWINDS NORTH AMERICA INC (SWI-OLD2) is approximately $35.68 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$35.68
Weighted AVG sell price:
$48.27

SWI-OLD2 transactions history by Lone Pine Capital

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2015 Q3
0.00%
$46.13
-100% (-2,518,528)
2015 Q2
0.52%
$46.13
+5.54% (+132,100)
2014 Q4
0.51%
$49.83
-63.38% (-4,129,968)
2014 Q1
1.25%
$42.63
-2.72% (-182,000)
2013 Q4
1.16%
$37.83
+17.49% (+996,923)
2013 Q3
0.94%
$35.06
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.