Canaan Partners XI LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Canaan Partners XI LLC reported 3 stock positions worth $102.9 million. Its top holding was Aeva Technologies (AEVA) at 50.7% of the portfolio, followed by Tyra Biosciences (TYRA, 49.1%) and Rallybio (RLYB, 0.2%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Upbound (UPBD).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001850694
Portfolio Value
$102.9M (Q3 2025)
SEC Filing
0001193125-25-248782 ↗ filed Oct 23, 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 Q2 2025 Q3 2025: $102.9M $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 · $102.9M
AEVA Aeva Technologies Inc. 50.71% 3,597,039 $52.2M No change
TYRA Tyra Biosciences Inc. 49.07% 3,608,109 $50.5M No change
RLYB Rallybio Corp. 0.22% 450,000 $225K Reduce -52.2%

Portfolio Sells Q2 2025 → Q3 2025
UPBD Upbound Group Inc. Sold out 0.00% −0.57
RLYB Rallybio Corp. Reduce -52.2% 0.22% +0.03

Portfolio Buys Q2 2025 → Q3 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