13F-HR 1 tcsc4.txt TCS CAPITAL MANAGEMENT 13F 4Q 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: December 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 February 14, 2008 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: 48 Form13F Information Table Value Total: $3,519,573 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AIRMEDIA GROUP INC SPONSORED ADR 009411109 5291 236400 SH SOLE 236400 AMERICAN TOWER CORP CL A 029912201 125272 2940655 SH SOLE 2940655 APPLE INC COM 037833100 161594 815800 SH SOLE 815800 BOYD GAMING CORP COM 103304101 91744 2692800 SH SOLE 2692800 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 47483 1938100 SH SOLE 1938100 CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 355944 3069010 SH SOLE 3069010 CHARTER COMMUNICATIONS INC D CL A 16117M107 16428 14041100 SH SOLE 14041100 CNET NETWORKS INC COM 12613R104 96916 10603487 SH SOLE 10603487 CONVERA CORP CL A 211919105 1724 622544 SH SOLE 622544 CROWN CASTLE INTL CORP COM 228227104 20105 483300 SH SOLE 483300 DOLAN MEDIA CO COM 25659P402 50253 1722746 SH SOLE 1722746 DREAMWORKS ANIMATION SKG INC CL A 26153C103 102363 4007961 SH SOLE 4007961 EMMIS COMMUNICATIONS CORP CL A 291525103 11597 3012300 SH SOLE 3012300 ENTRAVISION COMMUNICATIONS C CL A 29382R107 26764 3418194 SH SOLE 3418194 EQUINIX INC COM NEW 29444U502 104309 1032044 SH SOLE 1032044 EXPEDIA INC DEL COM 30212P105 36363 1150000 SH SOLE 1150000 FIBERTOWER CORP COM 31567R100 27267 11959025 SH SOLE 11959025 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 273660 4817112 SH SOLE 4817112 GETTY IMAGES INC COM 374276103 142155 4901900 SH SOLE 4901900 GOOGLE INC CL A 38259P508 149014 215500 SH SOLE 215500 GREENFIELD ONLINE INC COM 395150105 5280 361421 SH SOLE 361421 INFORMATION SERVICES GROUP I UNIT 01/31/2011 45675Y203 30840 3979300 SH SOLE 3979300 LAMAR ADVERTISING CO CL A 512815101 50474 1050000 SH SOLE 1050000 LIBERTY GLOBAL INC COM SER A 530555101 13991 357000 SH SOLE 357000 LIBERTY MEDIA HLDG CORP CAP COM SER A 53071M302 86843 745500 SH SOLE 745500 LIN TV CORP CL A 532774106 6986 574000 SH SOLE 574000 MARCHEX INC CL B 56624R108 8091 745000 SH SOLE 745000 MAXCOM TELECOMUNICACIONES SA ADR REP PR CTF 57773A508 6355 500000 SH SOLE 500000 MELCO PBL ENTMNT LTD ADR 585464100 53430 4622000 SH SOLE 4622000 MOVE INC COM COM 62458M108 37106 15145201 SH SOLE 15145201 NATIONAL CINEMEDIA INC COM 635309107 25437 1009000 SH SOLE 1009000 NETFLIX INC COM 64110L106 126008 4733600 SH SOLE 4733600 NEUSTAR INC CL A 64126X201 101510 3539400 SH SOLE 3539400 NEXSTAR BROADCASTING GROUP I CL A 65336K103 5341 584300 SH SOLE 584300 RESEARCH IN MOTION LTD COM 760975102 119149 1050700 SH SOLE 1050700 RURAL CELLULAR CORP CL A 781904107 54403 1233908 SH SOLE 1233908 SBA COMMUNICATIONS CORP COM 78388J106 136010 4019200 SH SOLE 4019200 SOHU COM INC COM 83408W103 7442 136500 SH SOLE 136500 TECHTARGET INC COM 87874R100 18101 1224700 SH SOLE 1224700 TELEPHONE & DATA SYS INC COM 879433100 45197 722000 SH SOLE 722000 TELEPHONE & DATA SYS INC SPL COM 879433860 45567 791100 SH SOLE 791100 UNITED STATES CELLULAR CORP COM 911684108 146536 1742400 SH SOLE 1742400 VIACOM INC NEW CL B 92553P201 159430 3630000 SH SOLE 3630000 VIVO PARTICIPACOES S A SPON ADR PFD 92855S101 76901 14058700 SH SOLE 14058700 WYNN RESORTS LTD COM 983134107 89704 800000 SH SOLE 800000 XM SATELLITE RADIO HLDGS INC CL A 983759101 68319 5581600 SH SOLE 5581600 YAHOO INC COM 984332106 147306 6333000 SH SOLE 6333000 YOUNG BROADCASTING INC CL A 987434107 1570 1495246 SH SOLE 1495246