General Motors Holdings LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), General Motors Holdings LLC reported 5 stock positions worth $177.4 million. Its top holding was Lithium Americas (LAC) at 48.3% of the portfolio, followed by Lithium Americas (28.2%) and Nouveau Monde Graphite (NMG, 20.0%). Compared with Q2 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Blink Charging (BLNK) and the biggest sale an exit from Aeye (LIDR).

Most Recent 13F
Q2 2026
Location
Detroit, MI
CIK
0001497345
Portfolio Value
$177.4M (Q3 2025)
SEC Filing
0001497345-25-000005 ↗ filed Nov 14, 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 Q1 2025 Q2 2025: $93.4M Q2 2025 Q3 2025: $177.4M $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 · $177.4M
LAC Lithium Americas Corp. 48.29% 15,002,243 $85.7M No change
LITHIUM AMERICAS CORP 28.25% 15,002,245 $50.1M No change
NMG Nouveau Monde Graphite Inc. 20.01% 12,500,000 $35.5M No change
SES Ses AI Corp. 2.75% 2,921,950 $4.9M No change
BLNK Blink Charging Co. 0.70% 761,177 $1.2M New

Portfolio Sells Q2 2025 → Q3 2025
LIDR Aeye Inc. Sold out 0.00% −0.29

Portfolio Buys Q2 2025 → Q3 2025
BLNK Blink Charging Co. New 0.70% +0.70

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