Canaan Partners XI LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Canaan Partners XI LLC reported 4 stock positions worth $171.8 million. Its top holding was Aeva Technologies (AEVA) at 79.1% of the portfolio, followed by Tyra Biosciences (TYRA, 20.1%) and Upbound (UPBD, 0.6%). Compared with Q1 2025, it reduced 3. The biggest sale was Tyra Biosciences (TYRA, shares −13%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001850694
Portfolio Value
$171.8M (Q2 2025)
SEC Filing
0000950123-25-006435 ↗ filed Jul 17, 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 Q1 2025 Q2 2025: $171.8M $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 · $171.8M
AEVA Aeva Technologies Inc. 79.14% 3,597,039 $135.9M Reduce -2.7%
TYRA Tyra Biosciences Inc. 20.10% 3,608,109 $34.5M Reduce -12.9%
UPBD Upbound Group Inc. 0.57% 38,824 $974K No change
RLYB Rallybio Corp. 0.19% 940,984 $318K Reduce -38.6%

Portfolio Sells Q1 2025 → Q2 2025
TYRA Tyra Biosciences Inc. Reduce -12.9% 20.10% −37.98
RLYB Rallybio Corp. Reduce -38.6% 0.19% −1.33
AEVA Aeva Technologies Inc. Reduce -2.7% 79.14% +40.14

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

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