Institutional Manager · CIK 0001850694
Canaan Partners XI LLC
MENLO PARK, CA · File #028-21580
Latest AUM
$136.8M
Positions
4
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | TYRA BIOSCIENCES INC | TYRA | -233,780 | -$6.1M | +$44.4M |
| NEW | BLINK CHARGING CO | BLNK | +10,260 | +$6,843 | $0 |
| REDUCE | AEVA TECHNOLOGIES INC | AEVA | 0 | $0 | -$4.4M |
| REDUCE | RALLYBIO CORP | RLYB | 0 | $0 | +$84,150 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $136.8M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $102.9M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $171.8M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $66.4M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $77.3M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $118.1M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $82.6M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $90.7M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $114.0M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TYRA BIOSCIENCES INC | TYRA | 3,374,329 | $88.7M | 64.85% |
| 2 | AEVA TECHNOLOGIES INC | AEVA | 3,597,039 | $47.8M | 34.92% |
| 3 | RALLYBIO CORP | RLYB | 450,000 | $308,700 | 0.23% |
| 4 | BLINK CHARGING CO | BLNK | 10,260 | $6,843 | 0.01% |