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Livermore
Livermore
ZHEN

Canaan Partners XI LLC

SEC CIK
0001850694
Latest filing
Jul 20, 2026

The latest 13F from Canaan Partners XI LLC covers Q2 2026 (filed Jul 20, 2026): 3 long positions worth $127.3M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Aeva Technologies, Inc. (AEVA) at 81.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. AEVAAeva Technologies, Inc.
    81.2%$103.3MHistory
  2. TYRATyra Biosciences, Inc.
    18.8%$24.0MHistory
  3. BLNKBlink Charging Co.
    <0.1%$6.04KHistory

Share of portfolio

Each position's share of portfolio value

  1. AEVA81.2%
  2. TYRA18.8%
  3. BLNK<0.1%

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$127.3M
+$51.2M (+67.3%) vs. prior quarter
Positions
3
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
10.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $388.2M (Q4 2021)

Q4 2021: $388.2MQ1 2022: $240.2MQ2 2022: $280.8MQ3 2022: $247.9MQ4 2022: $127.4MQ1 2023: $139.0MQ2 2023: $141.2MQ3 2023: $114.0MQ4 2023: $80.0MQ1 2024: $90.7MQ2 2024: $82.6MQ3 2024: $118.1MQ4 2024: $77.3MQ1 2025: $66.4MQ2 2025: $171.8MQ3 2025: $102.9MQ4 2025: $136.8MQ1 2026: $76.1MQ2 2026: $127.3M
Q4 2021Q2 2026
13F filings of Canaan Partners XI LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 20, 20263$127.3MAEVATYRABLNKvs. Q1 2026SEC
Q1 2026Apr 24, 20263$76.1MAEVATYRABLNKvs. Q4 2025SEC
Q4 2025Feb 13, 20264$136.8MTYRAAEVARLYBvs. Q3 2025SEC
Q3 2025Oct 23, 20253$102.9MAEVATYRARLYBvs. Q2 2025SEC
Q2 2025Jul 17, 20254$171.8MAEVATYRAUPBDvs. Q1 2025SEC
Q1 2025Apr 9, 20254$66.4MTYRAAEVARLYBvs. Q4 2024SEC
Q4 2024Jan 21, 20253$77.3MTYRAAEVARLYBvs. Q3 2024SEC
Q3 2024Oct 16, 20243$118.1MTYRAAEVARLYBvs. Q2 2024SEC
Q2 2024Jul 9, 20243$82.6MTYRAAEVARLYBvs. Q1 2024SEC
Q1 2024Apr 5, 20243$90.7MTYRAAEVARLYBvs. Q4 2023SEC
Q4 2023Feb 1, 20243$80.0MTYRAAEVARLYBvs. Q3 2023SEC
Q3 2023Oct 11, 20235$114.0MTYRADAWNAEVAvs. Q2 2023SEC
Q2 2023Jul 13, 20235$141.2MTYRADAWNAEVAvs. Q1 2023SEC
Q1 2023Apr 6, 20235$139.0MTYRADAWNAEVAvs. Q4 2022SEC
Q4 2022Feb 1, 20235$127.4MDAWNTYRAAEVAvs. Q3 2022SEC
Q3 2022Oct 31, 20226$247.9MDAWNTYRARLYBvs. Q2 2022SEC
Q2 2022Aug 10, 20226$280.8MDAWNAEVATYRAvs. Q1 2022SEC
Q1 2022Apr 28, 20226$240.2MDAWNAEVATYRAvs. Q4 2021SEC
Q4 2021Feb 3, 20226$388.2MDAWNAEVATYRA–SEC

13D and 13G filings

Companies where Canaan Partners XI LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Canaan Partners XI LLC does not currently report owning 5% or more of any company.

Latest filings

4 filings on file made by Canaan Partners XI LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Canaan Partners XI LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
TYRATyra Biosciences, Inc.Apr 24, 20264:15 PM ETCanaan XI L.P.and 3 others13G/A1.40%750.0K shares−4.10 ppfrom 5.50%Below 5%Mar 31, 2026SEC
TYRATyra Biosciences, Inc.Feb 13, 20264:15 PM ETCanaan XI L.P.and 3 others13G/A5.50%2.93M shares−1.90 ppfrom 7.40%Dec 31, 2025SEC
AEVAAeva Technologies, Inc.Jul 14, 20254:30 PM ETCanaan XI L.P.and 1 other13D/A6.50%3.60M shares–Jun 16, 2025SEC
TYRATyra Biosciences, Inc.Jan 21, 20254:30 PM ETCanaan XI L.P.and 3 others13G/A7.40%3.73M shares–Dec 31, 2024SEC