Canaan Partners XI LLC

CIK 1850694 · View on SEC EDGAR ↗

Portfolio value
$127.3M
#7,881 of 9,443 by 13F value · top 83.5%
Positions
3
As of
June 30, 2026

Portfolio value QoQ: +67.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 60.0% still held

New positions
0
Increased
0
Decreased
0
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+323.5%
S&P 500 total return (same window)
+28.1%
Excess return
+295.4%

Annualized: +162.5% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
81.2%
Healthcare
18.8%

Full portfolio 3 positions

Type Streak 8Q trend
AEVA Aeva Technologies, Inc. - Common Stock $103,306,960 81.17% 3,597,039 $55,969,927
TYRA Tyra Biosciences, Inc. - Common Stock $23,955,000 18.82% 750,000 $-4,770,000
BLNK Blink Charging Co. - Common Stock $6,041 0.00% 9,439 $689

Top movers (QoQ)

Security Action Shares Δ Value Δ
AEVA Price move only +0 +$56.0M
TYRA Price move only +0 -$4.8M
BLNK Price move only +0 +$689

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
UPBD Sept. 30, 2025 38,824 $974,482 -20.4%
RLYB March 31, 2026 450,000 $308,700 86.8%