General Motors Holdings LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), General Motors Holdings LLC reported 5 stock positions worth $153.9 million. Its top holding was Lithium Americas at 31.2% of the portfolio, followed by Ses AI (SES, 26.9%) and Lithium Americas (LAC, 26.1%). Compared with Q1 2024, it reduced 1. The biggest sale was Aeye (LIDR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Detroit, MI
- CIK
- 0001497345
- Portfolio Value
- $153.9M (Q2 2024)
- SEC Filing
- 0000950123-24-007053 ↗ filed Aug 2, 2024
Holdings Value
Holdings 5 stocks · $153.9M
| LITHIUM AMERICAS CORP | 31.20% | 15,002,245 | $48.0M | No change |
| SES Ses AI Corp. | 26.85% | 33,056,337 | $41.3M | No change |
| LAC Lithium Americas Corp. | 26.13% | 15,002,243 | $40.2M | No change |
| NMG Nouveau Monde Graphite Inc. | 15.23% | 12,500,000 | $23.4M | No change |
| LIDR Aeye Inc. | 0.59% | 468,805 | $914K | Reduce 0.0% |
Portfolio Sells Q1 2024 → Q2 2024
| LIDR Aeye Inc. | Reduce 0.0% | 0.59% | +0.37 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |