TCS Capital Management as of March 31, 2013
Portfolio Holdings for TCS Capital Management
TCS Capital Management holds 30 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vonage Holdings | 7.3 | $7.1M | 2.4M | 2.89 | |
| Boyd Gaming Corporation (BYD) | 6.7 | $6.5M | 783k | 8.27 | |
| Angie's List | 6.2 | $5.9M | 300k | 19.76 | |
| Lamar Advertising Company | 5.0 | $4.9M | 100k | 48.58 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.9 | $3.8M | 125k | 30.37 | |
| Cablevision Systems Corporation | 3.9 | $3.7M | 250k | 14.96 | |
| Sohu | 3.9 | $3.7M | 75k | 49.61 | |
| Activision Blizzard | 3.8 | $3.6M | 250k | 14.57 | |
| Dex One Corporation | 3.7 | $3.6M | 2.1M | 1.71 | |
| OpenTable | 3.7 | $3.5M | 56k | 62.98 | |
| Melco Crown Entertainment (MLCO) | 3.6 | $3.5M | 150k | 23.35 | |
| Exacttarget | 3.6 | $3.5M | 150k | 23.27 | |
| MetroPCS Communications | 3.4 | $3.3M | 300k | 10.90 | |
| Via | 3.2 | $3.1M | 50k | 61.48 | |
| Groupon | 3.2 | $3.1M | 500k | 6.12 | |
| Verint Systems (VRNT) | 3.0 | $2.9M | 80k | 36.55 | |
| McClatchy Company | 3.0 | $2.9M | 1.0M | 2.90 | |
| Acquity | 3.0 | $2.9M | 451k | 6.35 | |
| Pandora Media | 2.9 | $2.8M | 200k | 14.16 | |
| Move | 2.9 | $2.8M | 230k | 11.95 | |
| Jive Software | 2.7 | $2.6M | 170k | 15.20 | |
| Cornerstone Ondemand | 2.7 | $2.6M | 75k | 34.11 | |
| Norwegian Cruise Line Hldgs (NCLH) | 2.5 | $2.4M | 82k | 29.65 | |
| CBS Corporation | 2.4 | $2.3M | 50k | 46.70 | |
| Geeknet | 2.4 | $2.3M | 154k | 14.77 | |
| SBA Communications Corporation | 2.0 | $1.9M | 27k | 72.00 | |
| Responsys | 1.9 | $1.9M | 212k | 8.85 | |
| Gray Television (GTN) | 1.3 | $1.3M | 275k | 4.69 | |
| Makemytrip Limited Mauritius (MMYT) | 1.2 | $1.2M | 85k | 13.90 | |
| CENTRAL EUROPEAN MEDIA Enterpr Com Stk | 0.8 | $803k | 190k | 4.22 |
