Canaan Partners XI LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Canaan Partners XI LLC reported 4 stock positions worth $136.8 million. Its top holding was Tyra Biosciences (TYRA) at 64.8% of the portfolio, followed by Aeva Technologies (AEVA, 34.9%) and Rallybio (RLYB, 0.2%). Compared with Q3 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Blink Charging (BLNK) and the biggest sale Tyra Biosciences (TYRA, shares −6%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001850694
Portfolio Value
$136.8M (Q4 2025)
SEC Filing
0001193125-26-051544 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $136.8M $136.8M Q4 2025 Q1 2026: $76.1M Q1 2026 Q2 2026: $127.3M Q2 2026

Holdings 4 stocks · $136.8M
TYRA Tyra Biosciences Inc. 64.85% 3,374,329 $88.7M Reduce -6.5%
AEVA Aeva Technologies Inc. 34.92% 3,597,039 $47.8M No change
RLYB Rallybio Corp. 0.23% 450,000 $309K No change
BLNK Blink Charging Co. 0.01% 10,260 $7K New

Portfolio Sells Q3 2025 → Q4 2025
TYRA Tyra Biosciences Inc. Reduce -6.5% 64.85% +15.78

Portfolio Buys Q3 2025 → Q4 2025
BLNK Blink Charging Co. New 0.01% +0.01

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