Canaan Partners XI LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Canaan Partners XI LLC reported 3 stock positions worth $118.1 million. Its top holding was Tyra Biosciences (TYRA) at 87.8% of the portfolio, followed by Aeva Technologies (AEVA, 10.3%) and Rallybio (RLYB, 1.9%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Aeva Technologies (AEVA) and the biggest sale an exit from Aeva Technologies (AEVA).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001850694
Portfolio Value
$118.1M (Q3 2024)
SEC Filing
0000950123-24-009715 ↗ filed Oct 16, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $90.7M Q1 2024 Q2 2024: $82.6M Q2 2024 Q3 2024: $118.1M $118.1M Q3 2024 Q4 2024: $77.3M Q4 2024 Q1 2025: $66.4M Q1 2025 Q2 2025: $171.8M Q2 2025 Q3 2025: $102.9M Q3 2025 Q4 2025: $136.8M Q4 2025 Q1 2026: $76.1M Q1 2026 Q2 2026: $127.3M Q2 2026

Holdings 3 stocks · $118.1M
TYRA Tyra Biosciences Inc. 87.81% 4,409,991 $103.7M No change
AEVA Aeva Technologies Inc. 10.30% 3,697,039 $12.2M New
RLYB Rallybio Corp. 1.89% 1,910,987 $2.2M Reduce -7.2%

Portfolio Sells Q2 2024 → Q3 2024
AEVA Aeva Technologies Inc. Sold out 0.00% −11.28
RLYB Rallybio Corp. Reduce -7.2% 1.89% −1.45

Portfolio Buys Q2 2024 → Q3 2024
AEVA Aeva Technologies Inc. New 10.30% +10.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$127.3MAEVA, TYRA, BLNK
Q1 2026 3$76.1MAEVA, TYRA, BLNK
Q4 2025 4$136.8MTYRA, AEVA, RLYB, BLNK
Q3 2025 3$102.9MAEVA, TYRA, RLYB
Q2 2025 4$171.8MAEVA, TYRA, UPBD, RLYB
Q1 2025 4$66.4MTYRA, AEVA, RLYB, UPBD
Q4 2024 3$77.3MTYRA, AEVA, RLYB
Q3 2024 3$118.1MTYRA, AEVA, RLYB
Q2 2024 3$82.6MTYRA, AEVA, RLYB
Q1 2024 3$90.7MTYRA, AEVA, RLYB