Private company
Who owns The Sub-licensee (unnamed private company, Vernon, California)
One company in the researched set discloses a stake in The Sub-licensee (unnamed private company, Vernon, California), worth $93m between them. The Sub-licensee (unnamed private company, Vernon, California) is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
What this is
A privately held company that Super Micro Computer identifies in its SEC filings only as "the Sub-licensee": an unrelated party and customer to which Supermicro has subleased its entire Vernon, California space and in which it held 92.5 million dollars of non-marketable equity as of 31 March 2026, with no name disclosed anywhere outside those filings.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- Super Micro Computer, Inc. (Supermicro), as of 31 Mar 2026. Q3 FY2026 10-Q (period 31 Mar 2026), Note 4 'Non-marketable Equity Securities': 'Our non-marketable equity securities include $92.5 million invested in an unrelated party (the Sub-licensee) to which we have subleased the entire space in Vernon, California. The Sub-licensee does not meet the criteria of a related party... we concluded that equity investment agreements and sub-licensing agreements are separate from revenue contracts.' This is the only individually sized, individually described component of the $139.59 million total non-marketable equity securities balance as of 31 Mar 2026; the remaining $47.09 million of that total covers other, unnamed privately held investees and is not split out (see notes and unknowns), so it is not recorded as a separate holdings row per the brief's rule against sizing an investee from a combined balance. source
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of The Sub-licensee (unnamed private company, Vernon, California) where a holder stated one, and are missing where no holder did.
