General Motors Holdings LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), General Motors Holdings LLC reported 5 stock positions worth $93.4 million. Its top holding was Lithium Americas (LAC) at 43.5% of the portfolio, followed by Lithium Americas (34.4%) and Nouveau Monde Graphite (NMG, 20.2%). Compared with Q4 2024, it reduced 2. The biggest sale was Ses AI (SES, shares −85%).

Most Recent 13F
Q2 2026
Location
Detroit, MI
CIK
0001497345
Portfolio Value
$93.4M (Q1 2025)
SEC Filing
0001628280-25-024843 ↗ filed May 13, 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 Q4 2024 Q1 2025: $93.4M $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 · $93.4M
LAC Lithium Americas Corp. 43.52% 15,002,243 $40.7M No change
LITHIUM AMERICAS CORP 34.36% 15,002,245 $32.1M No change
NMG Nouveau Monde Graphite Inc. 20.20% 12,500,000 $18.9M No change
SES Ses AI Corp. 1.63% 2,921,950 $1.5M Reduce -85.2%
LIDR Aeye Inc. 0.29% 468,805 $267K Reduce 0.0%

Portfolio Sells Q4 2024 → Q1 2025
SES Ses AI Corp. Reduce -85.2% 1.63% −27.65
LIDR Aeye Inc. Reduce 0.0% 0.29% −0.12

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

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