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General Motors Holdings LLC

CIK:0001497345
Other
$93M AUM
5 holdings
Detroit, MI, United States
Founded:2010
5 employees
Latest filing:Jun 30, 2025

General Motors Holdings LLC is an institutional investment subsidiary of General Motors Company, headquartered in Detroit, Michigan. Founded to manage certain strategic and financial investments for General Motors, the firm is structured as a Delaware LLC and primarily manages the company's holdings in sectors related to energy, transportation, and automotive supply chains. As a subsidiary or vehicle of a large public company, it operates with a small staff focused on asset management, compliance, and reporting. Its primary stakeholders are General Motors and its corporate priorities.

Investment Strategy

General Motors Holdings LLC manages a portfolio of strategic equity investments, often focusing on companies critical to automotive innovation and supply chain transformation, such as lithium mining (Lithium Americas), energy storage, EV technology, and related sectors. The fund’s approach is to support technological and resource development that can benefit General Motors' core automotive business operations, with a focus on innovation, sustainability, and long-term value creation through minority investments in select public and private companies.

Latest 13F Filing Activity

General Motors Holdings LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $93M. The fund increased holdings in Lithium Americas Corp., Nouveau Monde Graphite Inc., Ses Ai Corp.. General Motors Holdings LLC reduced exposure to Lithium Americas Corp., Nouveau Monde Graphite Inc., Ses Ai Corp..

Top Buys
L
LACLITHIUM AMERICAS CORP.
-$0
N
NMGNOUVEAU MONDE GRAPHITE INC.
-$0
S
SESSES AI CORP
-$0
Top Sells
L
LACLITHIUM AMERICAS CORP.
-$0
N
NMGNOUVEAU MONDE GRAPHITE INC.
-$0
S
SESSES AI CORP
-$0

Top Holdings

L
LACLITHIUM AMERICAS CORP.
+43.5%$40.7M
N
NMGNOUVEAU MONDE GRAPHITE INC.
+20.2%$18.9M
S
SESSES AI CORP
+1.6%$1.5M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
LITHIUM AMERICAS CORP.43.52%$40.7M15,002,243$6.40$2.68$0
NOUVEAU MONDE GRAPHITE INC.20.20%$18.9M12,500,000$2.26$1.64$0
SES AI CORP1.63%$1.5M2,921,950$9.05$0.89$0

Industry Allocation

METAL MINING
+96.6%
MISCELLANEOUS METAL ORES
+20.0%
MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES
+2.8%
MISCELLANEOUS TRANSPORTATION EQUIPMENT
+0.7%