General Motors Holdings LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), General Motors Holdings LLC reported 4 stock positions worth $90.5 million. Its top holding was Lithium Americas (LAC) at 65.5% of the portfolio, followed by Nouveau Monde Graphite (NMG, 30.9%) and Ses AI (SES, 3.1%). Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
Detroit, MI
CIK
0001497345
Portfolio Value
$90.5M (Q1 2026)
SEC Filing
0001497345-26-000007 ↗ filed Apr 9, 2026

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 Q3 2025 Q4 2025: $185.9M Q4 2025 Q1 2026: $90.5M $90.5M Q1 2026 Q2 2026: $79.8M Q2 2026

Holdings 4 stocks · $90.5M
LAC Lithium Americas Corp. 65.48% 15,002,243 $59.3M No change
NMG Nouveau Monde Graphite Inc. 30.94% 12,500,000 $28.0M No change
SES Ses AI Corp. 3.11% 2,921,950 $2.8M No change
BLNK Blink Charging Co. 0.48% 761,177 $432K No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

Notes & Other Activity Q4 2025 → Q1 2026
LITHIUM AMERICAS CORP COM Reduce -100.0% 0 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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