General Motors Holdings LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), General Motors Holdings LLC reported 5 stock positions worth $147.5 million. Its top holding was Lithium Americas (LAC) at 30.2% of the portfolio, followed by Ses AI (SES, 29.3%) and Lithium Americas (26.6%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was Aeye (LIDR, shares −0%) and the biggest sale Ses AI (SES, shares −40%).

Most Recent 13F
Q2 2026
Location
Detroit, MI
CIK
0001497345
Portfolio Value
$147.5M (Q4 2024)
SEC Filing
0000950123-25-001580 ↗ filed Feb 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $266.4M Q1 2024 Q2 2024: $153.9M Q2 2024 Q3 2024: $130.7M Q3 2024 Q4 2024: $147.5M $147.5M Q4 2024 Q1 2025: $93.4M Q1 2025 Q2 2025: $93.4M Q2 2025 Q3 2025: $177.4M Q3 2025 Q4 2025: $185.9M Q4 2025 Q1 2026: $90.5M Q1 2026 Q2 2026: $79.8M Q2 2026

Holdings 5 stocks · $147.5M
LAC Lithium Americas Corp. 30.20% 15,002,243 $44.6M No change
SES Ses AI Corp. 29.28% 19,724,337 $43.2M Reduce -40.3%
LITHIUM AMERICAS CORP 26.64% 15,002,245 $39.3M No change
NMG Nouveau Monde Graphite Inc. 13.47% 12,500,000 $19.9M No change
LIDR Aeye Inc. 0.40% 468,806 $595K Add +0.0%

Portfolio Sells Q3 2024 → Q4 2024
SES Ses AI Corp. Reduce -40.3% 29.28% +13.10

Portfolio Buys Q3 2024 → Q4 2024
LIDR Aeye Inc. Add +0.0% 0.40% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$79.8MLAC, NMG, SES, BLNK
Q1 2026 4$90.5MLAC, NMG, SES, BLNK
Q4 2025 5$185.9MLITHIUM AMERICAS CORP, LAC, NMG, SES, BLNK
Q3 2025 5$177.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, BLNK
Q2 2025 5$93.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR
Q1 2025 5$93.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR
Q4 2024 5$147.5MLAC, SES, LITHIUM AMERICAS CORP, NMG, LIDR
Q3 2024 5$130.7MLITHIUM AMERICAS CORP, LAC, SES, NMG, LIDR
Q2 2024 5$153.9MLITHIUM AMERICAS CORP, SES, LAC, NMG, LIDR
Q1 2024 5$266.4MLAC, LITHIUM AMERICAS CORP, SES, NMG, LIDR