General Motors Holdings LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 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%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- Detroit, MI
- CIK
- 0001497345
- Portfolio Value
- $93.4M (Q2 2025)
- SEC Filing
- 0001497345-25-000002 ↗ filed Aug 7, 2025
Holdings Value
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 | No change |
| LIDR Aeye Inc. | 0.29% | 468,805 | $267K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| 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 |