TCS Capital Management as of Dec. 31, 2011
Portfolio Holdings for TCS Capital Management
TCS Capital Management holds 36 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Angie's List | 8.1 | $12M | 734k | 16.10 | |
Changyou | 7.1 | $10M | 453k | 23.05 | |
Geeknet | 6.4 | $9.4M | 553k | 17.05 | |
Gannett | 6.4 | $9.4M | 700k | 13.37 | |
Move | 4.7 | $6.8M | 1.1M | 6.32 | |
Vonage Holdings | 4.6 | $6.7M | 2.7M | 2.45 | |
Imax Corp Cad (IMAX) | 3.8 | $5.5M | 300k | 18.33 | |
Groupon | 3.4 | $5.0M | 240k | 20.63 | |
Akamai Technologies (AKAM) | 3.3 | $4.8M | 150k | 32.28 | |
Wynn Resorts (WYNN) | 3.0 | $4.4M | 40k | 110.50 | |
Bankrate | 2.9 | $4.3M | 200k | 21.50 | |
DISH Network | 2.9 | $4.3M | 150k | 28.48 | |
Melco Crown Entertainment (MLCO) | 2.6 | $3.8M | 400k | 9.62 | |
McClatchy Company | 2.5 | $3.7M | 1.5M | 2.39 | |
Sirius XM Radio | 2.5 | $3.6M | 2.0M | 1.82 | |
Ctrip.com International | 2.4 | $3.5M | 150k | 23.40 | |
OpenTable | 2.4 | $3.5M | 89k | 39.13 | |
Cogent Communications (CCOI) | 2.3 | $3.3M | 196k | 16.89 | |
NII Holdings | 2.2 | $3.2M | 150k | 21.30 | |
Boyd Gaming Corporation (BYD) | 2.2 | $3.2M | 425k | 7.46 | |
Nuance Communications | 2.1 | $3.1M | 125k | 25.16 | |
Spreadtrum Communications | 2.1 | $3.1M | 150k | 20.88 | |
Starwood Hotels & Resorts Worldwide | 2.1 | $3.1M | 65k | 47.97 | |
Clearwire Corporation | 2.0 | $2.9M | 1.5M | 1.94 | |
Interpublic Group of Companies (IPG) | 1.9 | $2.9M | 293k | 9.73 | |
Take-Two Interactive Software (TTWO) | 1.9 | $2.8M | 210k | 13.55 | |
Renren Inc- | 1.9 | $2.8M | 800k | 3.55 | |
Activision Blizzard | 1.9 | $2.8M | 225k | 12.32 | |
HSN | 1.9 | $2.7M | 75k | 36.27 | |
Vail Resorts (MTN) | 1.4 | $2.1M | 50k | 42.36 | |
Taleo Corporation | 1.3 | $1.9M | 50k | 38.70 | |
SRS Labs (SRSL) | 1.1 | $1.5M | 266k | 5.75 | |
MetroPCS Communications | 1.0 | $1.5M | 172k | 8.68 | |
Leap Wireless International | 0.8 | $1.2M | 130k | 9.29 | |
Research In Motion | 0.5 | $725k | 50k | 14.50 | |
Information Services (III) | 0.2 | $304k | 295k | 1.03 |