Funds · 13F filer · Menlo Park, CA

Canaan Partners XI LLC

$127.3M in 3 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+82.2%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2025: $182 against $121 in the S&P 500.2

Canaan Partners XI LLCS&P 500 (SPY)
$61$100$18220252026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
AEVAAeva Technologies Inc$103.3M81.2%
TYRATyra Biosciences Inc$24.0M18.8%
BLNKBlink Charging Co$6,0410.0%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
TYRATyra Biosciences IncDecember 31, 2021+127.0%$24.0M
BLNKBlink Charging CoDecember 31, 2025−4.1%$6,041

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+67.3%+14.8%
March 31, 2026+29.4%−4.6%
December 31, 2025+39.0%+2.4%
September 30, 2025−39.4%+7.8%
March 31, 2025−14.8%−4.6%
December 31, 2024−31.7%+2.1%
September 30, 2024+43.2%+5.4%
June 30, 2024−8.8%+4.0%
March 31, 2024+13.2%+10.0%
December 31, 2023+6.2%+11.2%
September 30, 2023−18.8%−3.6%
June 30, 2023+1.4%+8.3%
March 31, 2023+9.2%+7.0%
December 31, 2022−9.4%+7.1%
September 30, 2022+7.6%−5.3%
June 30, 2022+16.9%−16.5%
March 31, 2022−38.1%−4.9%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1850694
  2. 2
    Filed July 20, 2026 · accession 0001193125-26-308930