13F-HR 1 tcs17.txt TCS CAPITAL 13F 1Q 2007 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2007 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: TCS Capital Management, LLC Address: 888 Seventh Avenue Suite 1504 New York, New York 10019 13F File Number: 28-10918 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: Eamon Smith Title: Chief Financial Officer Phone: 212.621.8771 Signature, Place, and Date of Signing: Eamon Smith New York, New York May 15, 2007 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: 42 Form13F Information Table Value Total: $2,611,815 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMERICAN TOWER CORP CL A 029912201 123736 3176779 SH SOLE 3176779 AQUANTIVE INC COM 03839G105 56629 2029000 SH SOLE 2029000 BOYD GAMING CORP COM 103304101 39879 837100 SH SOLE 837100 CNET NETWORKS INC COM 12613R104 46241 5309000 SH SOLE 5309000 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 84039 2761700 SH SOLE 2761700 CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 258865 2926686 SH SOLE 2926686 CHARTER COMMUNICATIONS INC D CL A 16117M107 44755 16041100 SH SOLE 16041100 CHINA UNICOM LTD SPONSORED ADR 16945R104 23803 1682200 SH SOLE 1682200 CITADEL BROADCASTING CORP COM 17285T106 5412 569042 SH SOLE 569042 CONVERA CORP CL A 211919105 1955 622544 SH SOLE 622544 DOBSON COMMUNICATIONS CORP CL A 256069105 125771 14641513 SH SOLE 14641513 DREAMWORKS ANIMATION SKG INC CL A 26153C103 69034 2257500 SH SOLE 2257500 EMMIS COMMUNICATIONS CORP CL A 291525103 21373 2532300 SH SOLE 2532300 ENTRAVISION COMMUNICATIONS C CL A 29382R107 39044 4180291 SH SOLE 4180291 EQUINIX INC COM NEW 29444U502 125006 1459844 SH SOLE 1459844 FIBERTOWER CORP COM 31567R100 61154 11783025 SH SOLE 11783025 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 143496 1828906 SH SOLE 1828906 GLU MOBILE INC COM 379890106 6500 650000 SH SOLE 650000 GOOGLE INC CL A 38259P508 146107 318900 SH SOLE 318900 INFORMATION SERVICES GROUP I UNIT 01/31/2011 45675Y203 24990 3104300 SH SOLE 3104300 INTERPUBLIC GROUP COS INC COM 460690100 63054 5122200 SH SOLE 5122200 LEVEL 3 COMMUNICATIONS INC COM 52729N100 54900 9000004 SH SOLE 9000004 LIBERTY GLOBAL INC COM SER A 530555101 39826 1209400 SH SOLE 1209400 LIBERTY MEDIA HLDG CORP INT COM SER A 53071M104 10421 437500 SH SOLE 437500 LIONS GATE ENTMNT CORP COM NEW 535919203 13312 1165700 SH SOLE 1165700 MONSTER WORLDWIDE INC COM 611742107 42860 904800 SH SOLE 904800 MOVE INC COM COM 62458M108 71977 12992201 SH SOLE 12992201 NATIONAL CINEMEDIA INC COM 635309107 16688 625000 SH SOLE 625000 NETRATINGS INC COM 64116M108 72286 3475284 SH SOLE 3475284 NETFLIX COM INC COM 64110L106 69062 2978100 SH SOLE 2978100 NEUSTAR INC CL A 64126X201 66888 2351900 SH SOLE 2351900 RESEARCH IN MOTION LTD COM 760975102 142195 1041800 SH SOLE 1041800 RURAL CELLULAR CORP CL A 781904107 14432 1206708 SH SOLE 1206708 SBA COMMUNICATIONS CORP COM 78388J106 87710 2968200 SH SOLE 2968200 SAVVIS INC COM NEW 805423308 49192 1027400 SH SOLE 1027400 TIME WARNER CABLE INC CL A 88732J108 26075 695899 SH SOLE 695899 TIME WARNER TELECOM INC CL A 887319101 42473 2044900 SH SOLE 2044900 TRADER MEDIA EAST LTD COM 89255G208 71173 7081912 SH SOLE 7081912 UNITED STATES CELLULAR CORP COM 911684108 112841 1536300 SH SOLE 1536300 WYNN RESORTS LTD COM 983134107 66706 703204 SH SOLE 703204 XO HOLDINGS INC COM 98417K106 24564 4788330 SH SOLE 4788330 YOUNG BROADCASTING INC CL A 987434107 5391 1341046 SH SOLE 1341046