DOSSIER · 13F-HR · Q1 2026

Canaan Partners XI LLC

Canaan XI's asset manager based in Boston, MA $76M in tracked AUM across 3 positions as of Q1 2026.

CX
Canaan XI·Boston, MA·Asset Manager
CIK 0001850694 · last filed Mar 31, 2026
Total AUM
$76M
8.6%
vs prior
Holdings
3
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

1. Portfolio Overview

Canaan Partners XI LLC presents a highly concentrated, high-conviction portfolio characterized by significant volatility in asset value. As of the reporting period ending September 30, 2025, the firm manages approximately $102.86 million in assets across a mere three holdings. This extreme concentration indicates a strategy focused on idiosyncratic risk rather than broad market diversification.

The most striking feature of this quarter is the substantial reduction in ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AEVA
AEVA TECHNOLOGIES INC
$47M3.6M62.2%
02
TYRA
TYRA BIOSCIENCES INC
$29M750K37.8%
03
BLNK
BLINK CHARGING CO
$5,3529K0.0%

Filing history

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