General Motors Holdings LLC — 13F Holdings & Portfolio
CIK 1497345 · latest 13F-HR filed 2026-04-09
General Motors Holdings LLC manages $90.5M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LAC (65.48%), NMG (30.94%), SES (3.11%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$90.5M
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-04-09
+0 / −0 / ↑0 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- LITHIUM ARGENTINA AG-$83.7M -100.0%
- LITHIUM AMERICAS CORP.-$6.2M -9.4%
- NOUVEAU MONDE GRAPHITE INC.-$3.0M -9.7%
- SES AI CORP-$2.4M -46.6%
- BLINK CHARGING CO.-$76.2K -15.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | LITHIUM AMERICAS CORP. | LAC | 53681J103 | $59.3M | 65.48% | 15,002,243 | SH |
| 2 | NOUVEAU MONDE GRAPHITE INC. | NMG | 66979W842 | $28.0M | 30.94% | 12,500,000 | SH |
| 3 | SES AI CORP | SES | 78397Q109 | $2.8M | 3.11% | 2,921,950 | SH |
| 4 | BLINK CHARGING CO. | BLNK | 09354A100 | $431.5K | 0.48% | 761,177 | SH |
| 5 | LITHIUM ARGENTINA AG | LAC | 53680Q207 | $0 | 0.00% | 0 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $90.5M | 5 | 0001497345-26-000007 |
| 2025-12-31 | 2026-02-13 | $185.9M | 5 | 0001497345-26-000004 |