13F-HR 1 tcscapital4q12.txt TCS CAPITAL MANAGEMENT, LLC 13F 4Q 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: December 31, 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 February 14, 2013 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: 37 Form 13F Information Table Value Total: $157,312 (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 2288 296800 SH SOLE 296800 ANGIES LIST INC COM 034754101 13550 1130067 SH SOLE 1130067 BAIDU INC SPON ADR REP A 056752108 2507 25000 SH SOLE 25000 BOYD GAMING CORP COM 103304101 4014 604500 SH SOLE 604500 CONSTANT CONTACT INC COM 210313102 3553 250000 SH SOLE 250000 CORNERSTONE ONDEMAND INC COM 21925Y103 2953 100000 SH SOLE 100000 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3626 160000 SH SOLE 160000 DEX ONE CORP COM 25212W100 3162 2000954 SH SOLE 2000954 DISH NETWORK CORP CL A 25470M109 3640 100000 SH SOLE 100000 EXPEDIA INC DEL COM NEW 30212P303 4608 75000 SH SOLE 75000 GEEKNET INC COM NEW 36846Q203 10445 648746 SH SOLE 648746 GOOGLE INC CL A 38259P508 10611 15000 SH SOLE 15000 GROUPON INC COM CL A 399473107 9720 2000000 SH SOLE 2000000 HSN INC COM 404303109 2754 50000 SH SOLE 50000 INTERCONTINENTAL HTLS GRP PL SPON ADR NEW 12 45857P400 1739 62500 SH SOLE 62500 LAMAR ADVERTISING CO CL A 512815101 7750 200000 SH SOLE 200000 LAS VEGAS SANDS CORP COM 517834107 2308 50000 SH SOLE 50000 LEAP WIRELESS INTL INC COM NEW 521863308 3658 550000 SH SOLE 550000 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2306 185400 SH SOLE 185400 MCCLATCHY CO CL A 579489105 5686 1738943 SH SOLE 1738943 MELCO CROWN ENTMT LTD ADR 585464100 6736 400000 SH SOLE 400000 MERCADOLIBRE INC COM 58733R102 1964 25000 SH SOLE 25000 MGM RESORTS INTERNATIONAL COM 552953101 3767 323661 SH SOLE 323661 NII HLDGS INC CL B NEW 62913F201 2524 353938 SH SOLE 353938 OPENTABLE INC COM 68372A104 2440 50000 SH SOLE 50000 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 2969 100000 SH SOLE 100000 REACHLOCAL INC COM 75525F104 1937 150000 SH SOLE 150000 SINA CORP ORD G81477104 5022 100000 SH SOLE 100000 SOHU COM INC COM 83408W103 3551 75000 SH SOLE 75000 SOUFUN HLDGS LTD ADR 836034108 3750 150000 SH SOLE 150000 TASER INTL INC COM 87651B104 2235 250000 SH SOLE 250000 TELETECH HOLDINGS INC COM 879939106 2172 122000 SH SOLE 122000 TIVO INC COM 888706108 3693 300000 SH SOLE 300000 VIRGIN MEDIA INC COM 92769L101 3675 100000 SH SOLE 100000 VONAGE HLDGS CORP COM 92886T201 5208 2197396 SH SOLE 2197396 YAHOO INC COM 984332106 2985 150000 SH SOLE 150000 YOUKU TUDOU INC SPONSORED ADR 98742U100 1806 99000 SH SOLE 99000