Canaan Partners XI LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Canaan Partners XI LLC reported 3 stock positions worth $76.1 million. Its top holding was Aeva Technologies (AEVA) at 62.2% of the portfolio, followed by Tyra Biosciences (TYRA, 37.8%) and Blink Charging (BLNK, 0.0%). Compared with Q4 2025, it sold out of 1 and reduced 2. The biggest sale was Tyra Biosciences (TYRA, shares −78%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001850694
Portfolio Value
$76.1M (Q1 2026)
SEC Filing
0001193125-26-177282 ↗ filed Apr 24, 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 Q4 2025 Q1 2026: $76.1M $76.1M Q1 2026 Q2 2026: $127.3M Q2 2026

Holdings 3 stocks · $76.1M
AEVA Aeva Technologies Inc. 62.23% 3,597,039 $47.3M No change
TYRA Tyra Biosciences Inc. 37.76% 750,000 $28.7M Reduce -77.8%
BLNK Blink Charging Co. 0.01% 9,439 $5K Reduce -8.0%

Portfolio Sells Q4 2025 → Q1 2026
TYRA Tyra Biosciences Inc. Reduce -77.8% 37.76% −27.09
RLYB Rallybio Corp. Sold out 0.00% −0.23
BLNK Blink Charging Co. Reduce -8.0% 0.01% +0.00

Portfolio Buys Q4 2025 → Q1 2026
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