TCS Capital Management as of Dec. 31, 2012
Portfolio Holdings for TCS Capital Management
TCS Capital Management holds 37 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Angie's List | 8.6 | $14M | 1.1M | 11.99 | |
| 6.8 | $11M | 15k | 707.40 | ||
| Geeknet | 6.6 | $10M | 649k | 16.10 | |
| Groupon | 6.2 | $9.7M | 2.0M | 4.86 | |
| Lamar Advertising Company | 4.9 | $7.8M | 200k | 38.75 | |
| Melco Crown Entertainment (MLCO) | 4.3 | $6.7M | 400k | 16.84 | |
| McClatchy Company | 3.6 | $5.7M | 1.7M | 3.27 | |
| Vonage Holdings | 3.3 | $5.2M | 2.2M | 2.37 | |
| Sina Corporation | 3.2 | $5.0M | 100k | 50.22 | |
| Expedia (EXPE) | 2.9 | $4.6M | 75k | 61.44 | |
| Boyd Gaming Corporation (BYD) | 2.5 | $4.0M | 605k | 6.64 | |
| MGM Resorts International. (MGM) | 2.4 | $3.8M | 324k | 11.64 | |
| SouFun Holdings | 2.4 | $3.8M | 150k | 25.00 | |
| TiVo | 2.4 | $3.7M | 300k | 12.31 | |
| Virgin Media | 2.3 | $3.7M | 100k | 36.75 | |
| Leap Wireless International | 2.3 | $3.7M | 550k | 6.65 | |
| DISH Network | 2.3 | $3.6M | 100k | 36.40 | |
| Ctrip.com International | 2.3 | $3.6M | 160k | 22.66 | |
| Sohu | 2.3 | $3.6M | 75k | 47.35 | |
| Constant Contact | 2.3 | $3.6M | 250k | 14.21 | |
| Dex One Corporation | 2.0 | $3.2M | 2.0M | 1.58 | |
| Yahoo! | 1.9 | $3.0M | 150k | 19.90 | |
| Qihoo 360 Technologies Co Lt | 1.9 | $3.0M | 100k | 29.69 | |
| Cornerstone Ondemand | 1.9 | $3.0M | 100k | 29.53 | |
| HSN | 1.8 | $2.8M | 50k | 55.08 | |
| NII Holdings | 1.6 | $2.5M | 354k | 7.13 | |
| Baidu (BIDU) | 1.6 | $2.5M | 25k | 100.28 | |
| OpenTable | 1.6 | $2.4M | 50k | 48.80 | |
| Las Vegas Sands (LVS) | 1.5 | $2.3M | 50k | 46.16 | |
| Makemytrip Limited Mauritius (MMYT) | 1.5 | $2.3M | 185k | 12.44 | |
| Acquity | 1.4 | $2.3M | 297k | 7.71 | |
| TASER International | 1.4 | $2.2M | 250k | 8.94 | |
| TeleTech Holdings | 1.4 | $2.2M | 122k | 17.80 | |
| MercadoLibre (MELI) | 1.2 | $2.0M | 25k | 78.56 | |
| ReachLocal | 1.2 | $1.9M | 150k | 12.91 | |
| Youku | 1.1 | $1.8M | 99k | 18.24 | |
| Intercontinental Htls Spons | 1.1 | $1.7M | 63k | 27.82 |
