General Motors Holdings LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), General Motors Holdings LLC reported 5 stock positions worth $266.4 million. Its top holding was Lithium Americas (LAC) at 37.8% of the portfolio, followed by Lithium Americas (30.4%) and Ses AI (SES, 20.8%). Compared with Q4 2023, it opened 1 new position. The biggest buy was a new position in Nouveau Monde Graphite (NMG).
- Most Recent 13F
- Q2 2026
- Location
- Detroit, MI
- CIK
- 0001497345
- Portfolio Value
- $266.4M (Q1 2024)
- SEC Filing
- 0000950123-24-004417 ↗ filed May 10, 2024
Holdings Value
Holdings 5 stocks · $266.4M
| LAC Lithium Americas Corp. | 37.84% | 15,002,243 | $100.8M | No change |
| LITHIUM AMERICAS CORP | 30.35% | 15,002,245 | $80.9M | No change |
| SES Ses AI Corp. | 20.84% | 33,056,337 | $55.5M | No change |
| NMG Nouveau Monde Graphite Inc. | 10.74% | 12,500,000 | $28.6M | New |
| LIDR Aeye Inc. | 0.22% | 468,806 | $586K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| NMG Nouveau Monde Graphite Inc. | New | 10.74% | +10.74 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $79.8M | LAC, NMG, SES, BLNK |
| Q1 2026 | 4 | $90.5M | LAC, NMG, SES, BLNK |
| Q4 2025 | 5 | $185.9M | LITHIUM AMERICAS CORP, LAC, NMG, SES, BLNK |
| Q3 2025 | 5 | $177.4M | LAC, LITHIUM AMERICAS CORP, NMG, SES, BLNK |
| Q2 2025 | 5 | $93.4M | LAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR |
| Q1 2025 | 5 | $93.4M | LAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR |
| Q4 2024 | 5 | $147.5M | LAC, SES, LITHIUM AMERICAS CORP, NMG, LIDR |
| Q3 2024 | 5 | $130.7M | LITHIUM AMERICAS CORP, LAC, SES, NMG, LIDR |
| Q2 2024 | 5 | $153.9M | LITHIUM AMERICAS CORP, SES, LAC, NMG, LIDR |
| Q1 2024 | 5 | $266.4M | LAC, LITHIUM AMERICAS CORP, SES, NMG, LIDR |