Canaan Partners XI LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Canaan Partners XI LLC reported 4 stock positions worth $66.4 million. Its top holding was Tyra Biosciences (TYRA) at 58.1% of the portfolio, followed by Aeva Technologies (AEVA, 39.0%) and Rallybio (RLYB, 1.5%). Compared with Q4 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in Upbound (UPBD) and the biggest sale Tyra Biosciences (TYRA, shares −1%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001850694
Portfolio Value
$66.4M (Q1 2025)
SEC Filing
0000950123-25-003414 ↗ filed Apr 9, 2025

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 Q3 2024 Q4 2024: $77.3M Q4 2024 Q1 2025: $66.4M $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 4 stocks · $66.4M
TYRA Tyra Biosciences Inc. 58.09% 4,144,590 $38.5M Reduce -0.8%
AEVA Aeva Technologies Inc. 39.00% 3,697,039 $25.9M No change
RLYB Rallybio Corp. 1.51% 1,532,552 $1.0M Reduce -9.7%
UPBD Upbound Group Inc. 1.40% 38,824 $930K New

Portfolio Sells Q4 2024 → Q1 2025
TYRA Tyra Biosciences Inc. Reduce -0.8% 58.09% −17.08
RLYB Rallybio Corp. Reduce -9.7% 1.51% −0.60

Portfolio Buys Q4 2024 → Q1 2025
UPBD Upbound Group Inc. New 1.40% +1.40

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