General Motors Holdings LLC
•CIK: 1497345•Filing: Q4 2025
**General Motors Holdings LLC** manages $186M across a focused portfolio of five positions. The fund exhibits significant concentration in the automotive and related technology sectors, with LAC1EUR representing the largest allocation at $83.7M. Further substantial exposure is noted in LAC at $65.4M, followed by NOU at $31.0M. This structure suggests a concentrated, conviction-driven approach targeting key industrial and mobility value chains.
Total AUM
$185.9M
QoQ Performance
+4.8%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
LAC1EUR
LAC
NOU
LAC1EUR45.0%
LAC35.2%
NOU16.7%
SES2.8%
BLNK0.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023