13F-HR 1 tcscapital2q12.txt TCS CAPITAL MANAGEMENT, LLC 13F 2Q 2012 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: TCS Capital Management, LLC Address: 888 Seventh Avenue Suite 1504 New York, New York 10019 13F File Number: 028-10918 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: /s/ Eamon Smith New York, New York/USA August 14, 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: 42 Form 13F Information Table Value Total: $149,145 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACQUITY GROUP LTD SPONSORED ADR 00489C103 7341 745318 SH SOLE 745318 AKAMAI TECHNOLOGIES INC COM 00971T101 3226 101600 SH SOLE 101600 ANCESTRY COM INC COM 032803108 3271 118800 SH SOLE 118800 ANGIES LIST INC COM 034754101 16410 1035960 SH SOLE 1035960 APPLE INC COM 037833100 5840 10000 SH SOLE 10000 ASIA ENTN & RESOURCES LTD SHS G0539K108 2383 589910 SH SOLE 589910 BAIDU INC SPON ADR REP A 056752108 3162 27500 SH SOLE 27500 CORELOGIC INC COM 21871D103 1849 101000 SH SOLE 101000 CORNERSTONE ONDEMAND INC COM 21925Y103 3667 154000 SH SOLE 154000 DEX ONE CORP COM 25212W100 1541 1665954 SH SOLE 1665954 DIGITALGLOBE INC COM NEW 25389M877 865 57080 SH SOLE 57080 DISH NETWORK CORP CL A 25470M109 1784 62500 SH SOLE 62500 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 2348 100000 SH SOLE 100000 GEEKNET INC COM NEW 36846Q203 12563 633841 SH SOLE 633841 GROUPON INC COM CL A 399473107 3189 300000 SH SOLE 300000 INFORMATION SERVICES GROUP I COM 45675Y104 378 295000 SH SOLE 295000 INTERDIGITAL INC COM 45867G101 3010 102000 SH SOLE 102000 JIVE SOFTWARE INC COM 47760A108 3563 169750 SH SOLE 169750 KENEXA CORP COM 488879107 49 1700 SH SOLE 1700 LEAP WIRELESS INTL INC COM NEW 521863308 6119 951600 SH SOLE 951600 MCCLATCHY CO CL A 579489105 3606 1638943 SH SOLE 1638943 METROPCS COMMUNICATIONS INC COM 591708102 3219 532000 SH SOLE 532000 MIPS TECHNOLOGIES INC COM 604567107 8338 1250000 SH SOLE 1250000 MOVE INC COM NEW 62458M207 5287 581636 SH SOLE 581636 NETFLIX INC COM 64110L106 3417 49900 SH SOLE 49900 NII HLDGS INC CL B NEW 62913F201 2046 200000 SH SOLE 200000 NUANCE COMMUNICATIONS INC COM 67020Y100 3573 150000 SH SOLE 150000 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 1729 100000 SH SOLE 100000 REACHLOCAL INC COM 75525F104 3495 317715 SH SOLE 317715 RESEARCH IN MOTION LTD COM 760975102 1844 249500 SH SOLE 249500 SHUTTERFLY INC COM 82568P304 3069 100000 SH SOLE 100000 SINA CORP ORD G81477104 1813 35000 SH SOLE 35000 SIX FLAGS ENTMT CORP NEW COM 83001A102 4064 75000 SH SOLE 75000 TELENAV INC COM 879455103 613 100000 SH SOLE 100000 TUDOU HLDGS LTD SPONSORED ADS 89903T107 6590 196600 SH SOLE 196600 TW TELECOM INC COM 87311L104 2143 83500 SH SOLE 83500 UNWIRED PLANET INC NEW COM 91531F103 1185 515000 SH SOLE 515000 VANCEINFO TECHNOLOGIES INC ADR 921564100 2466 257419 SH SOLE 257419 VERINT SYS INC COM 92343X100 3426 116100 SH SOLE 116100 VIRGIN MEDIA INC COM 92769L101 2000 82000 SH SOLE 82000 WEBMD HEALTH CORP COM 94770V102 2256 110000 SH SOLE 110000 ZYNGA INC CL A 98986T108 408 75000 SH SOLE 75000