TCS Capital Management as of March 31, 2012
Portfolio Holdings for TCS Capital Management
TCS Capital Management holds 44 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Angie's List | 5.6 | $9.1M | 481k | 18.89 | |
| Geeknet | 5.0 | $8.1M | 563k | 14.46 | |
| Groupon | 4.2 | $6.7M | 365k | 18.38 | |
| Move | 4.1 | $6.7M | 686k | 9.71 | |
| 4.0 | $6.4M | 10k | 641.20 | ||
| Tudou Hldgs | 3.6 | $5.8M | 197k | 29.53 | |
| Las Vegas Sands (LVS) | 3.6 | $5.8M | 100k | 57.57 | |
| Vonage Holdings | 3.2 | $5.2M | 2.3M | 2.21 | |
| Jive Software | 3.1 | $5.0M | 184k | 27.16 | |
| Monster Worldwide | 3.0 | $4.9M | 500k | 9.75 | |
| McClatchy Company | 2.9 | $4.7M | 1.6M | 2.89 | |
| Clearwire Corporation | 2.7 | $4.3M | 1.9M | 2.28 | |
| Boyd Gaming Corporation (BYD) | 2.5 | $4.1M | 525k | 7.84 | |
| Melco Crown Entertainment (MLCO) | 2.5 | $4.1M | 300k | 13.64 | |
| Leap Wireless International | 2.4 | $3.9M | 452k | 8.73 | |
| Gannett | 2.4 | $3.8M | 250k | 15.33 | |
| SBA Communications Corporation | 2.4 | $3.8M | 75k | 50.81 | |
| OpenTable | 2.3 | $3.8M | 93k | 40.47 | |
| Bankrate | 2.3 | $3.8M | 152k | 24.75 | |
| TiVo | 2.2 | $3.6M | 300k | 11.99 | |
| Concur Technologies | 2.1 | $3.4M | 60k | 57.38 | |
| Youku | 2.1 | $3.3M | 152k | 21.99 | |
| Sohu | 2.0 | $3.3M | 60k | 55.17 | |
| Level 3 Communications | 2.0 | $3.2M | 125k | 25.73 | |
| Renren Inc- | 2.0 | $3.2M | 579k | 5.52 | |
| Shutterfly | 1.9 | $3.1M | 100k | 31.33 | |
| VanceInfo Technologies | 1.9 | $3.1M | 257k | 12.04 | |
| Cablevision Systems Corporation | 1.8 | $2.9M | 200k | 14.68 | |
| Focus Media Holding | 1.8 | $2.8M | 113k | 25.12 | |
| tw tele | 1.7 | $2.8M | 126k | 22.16 | |
| Cornerstone Ondemand | 1.7 | $2.7M | 125k | 21.84 | |
| Asia Entn & Resources | 1.6 | $2.6M | 400k | 6.52 | |
| United States Cellular Corporation (USM) | 1.6 | $2.5M | 62k | 40.94 | |
| MetroPCS Communications | 1.6 | $2.5M | 282k | 9.02 | |
| Caesars Entertainment | 1.5 | $2.4M | 160k | 14.74 | |
| Ancestry | 1.4 | $2.3M | 100k | 22.74 | |
| Dex One Corporation | 1.4 | $2.2M | 1.6M | 1.42 | |
| Bazaarvoice | 1.4 | $2.2M | 110k | 19.87 | |
| ReachLocal | 1.2 | $2.0M | 281k | 7.13 | |
| Telephone And Data Systems (TDS) | 1.1 | $1.7M | 74k | 23.15 | |
| Avid Technology | 0.9 | $1.4M | 126k | 11.00 | |
| MIPS Technologies | 0.8 | $1.2M | 225k | 5.44 | |
| InnerWorkings | 0.4 | $583k | 50k | 11.66 | |
| Information Services (III) | 0.2 | $387k | 295k | 1.31 |
