General Motors Holdings LLC — 13F Holdings & Portfolio

CIK 1497345 · latest 13F-HR filed 2026-07-31

General Motors Holdings LLC manages $79.8M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LAC (72.38%), NMG (23.50%), SES (3.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 1, and trimmed 1.

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.

Filer Information
Address
1240 WOODWARD AVENUE
DETROIT, MI 48265
Phone
(313) 667-2303
Filing Manager
General Motors Holdings LLC
Detroit, MI
Signatory
John S. Kim
Assistant Secretary
Loading holdings…
AUM

$79.8M

Long-equity book

Holdings

4

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+0 / −1 / ↑1 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BLINK CHARGING CO.$55.5K +12.9%
Show all 1

Top Trims

  • NOUVEAU MONDE GRAPHITE INC.-$9.2M -33.0%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • LITHIUM ARGENTINA AG$0
Show all 1
All Holdings

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 $57.8M 72.38% 15,002,243 SH
2 NOUVEAU MONDE GRAPHITE INC. NMG 66979W842 $18.8M 23.50% 12,500,000 SH
3 SES AI CORP SES 78397Q109 $2.8M 3.52% 2,921,950 SH
4 BLINK CHARGING CO. BLNK 09354A100 $487.0K 0.61% 761,177 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $79.8M 4 0001497345-26-000010
2026-03-31 2026-04-09 $90.5M 5 0001497345-26-000007
2025-12-31 2026-02-13 $185.9M 5 0001497345-26-000004