13F-HR 1 tcscap28.txt TCS CAPITAL 13F 2Q 2008 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, 2008 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: Kenneth Berkow Title: Chief Financial Officer Phone: 212.621.8760 Signature, Place, and Date of Signing: Kenneth Berkow New York, New York August 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: 38 Form13F Information Table Value Total: $2,010,441 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AKAMAI TECHNOLOGIES INC COM 00971T101 5688 163500 SH SOLE 163500 AMAZON COM INC COM 023135106 104084 1419385 SH SOLE 1419385 APPLE INC COM 037833100 97383 581600 SH SOLE 581600 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 12850 568600 SH SOLE 568600 CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 301383 3329090 SH SOLE 3329090 CONVERA CORP CL A 211919105 884 622544 SH SOLE 622544 CROWN CASTLE INTL CORP COM 228227104 83777 2163100 SH SOLE 2163100 CTC MEDIA INC COM 12642X106 9174 372000 SH SOLE 372000 DISCOVERY HOLDING CO CL A COM 25468Y107 21290 969500 SH SOLE 969500 DOLAN MEDIA CO COM 25659P402 32173 1767746 SH SOLE 1767746 DREAMWORKS ANIMATION SKG INC CL A 26153C103 54533 1829341 SH SOLE 1829341 EMMIS COMMUNICATIONS CORP CL A 291525103 7591 3012300 SH SOLE 3012300 EQUINIX INC COM NEW 29444U502 64685 725004 SH SOLE 725004 EXPEDIA INC DEL COM 30212P105 21247 1156000 SH SOLE 1156000 FIBERTOWER CORP COM 31567R100 16743 11959025 SH SOLE 11959025 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 100466 3624312 SH SOLE 3624312 INFORMATION SERVICES GROUP I COM 45675Y104 2952 615000 SH SOLE 615000 INFORMATION SERVICES GROUP I UNIT 01/31/2011 45675Y203 20493 3979300 SH SOLE 3979300 INTERPUBLIC GROUP COS INC COM 460690100 52924 6153900 SH SOLE 6153900 MAXCOM TELECOMUNICACIONES SA ADR REP PR CTF 57773A508 5074 414900 SH SOLE 414900 MELCO PBL ENTMNT LTD ADR 585464100 43077 4622000 SH SOLE 4622000 METROPCS COMMUNICATIONS INC COM 591708102 51719 2920300 SH SOLE 2920300 MGM MIRAGE COM 552953101 37408 1103800 SH SOLE 1103800 MOVE INC COM COM 62458M108 35463 15220201 SH SOLE 15220201 NETFLIX INC COM 64110L106 118417 4542284 SH SOLE 4542284 NEUSTAR INC CL A 64126X201 56085 2601328 SH SOLE 2601328 NEXSTAR BROADCASTING GROUP I CL A 65336K103 1982 484600 SH SOLE 484600 RESEARCH IN MOTION LTD COM 760975102 70140 600000 SH SOLE 600000 SBA COMMUNICATIONS CORP COM 78388J106 136341 3786200 SH SOLE 3786200 SOHU COM INC COM 83408W103 53203 755300 SH SOLE 755300 TELEPHONE & DATA SYS INC COM 879433100 34129 722000 SH SOLE 722000 TELEPHONE & DATA SYS INC SPL COM 879433860 34888 791100 SH SOLE 791100 UNITED STATES CELLULAR CORP COM 911684108 116775 2064978 SH SOLE 2064978 VIRGIN MEDIA INC COM 92769L101 53606 3938700 SH SOLE 3938700 VIVO PARTICIPACOES S A SPON ADR PFD 92855S101 69771 10970300 SH SOLE 10970300 WARNER MUSIC GROUP CORP COM 934550104 50848 7121544 SH SOLE 7121544 WYNN RESORTS LTD COM 983134107 30986 380900 SH SOLE 380900 YOUNG BROADCASTING INC CL A 987434107 209 1495246 SH SOLE 1495246