Canaan Partners XI LLC holds a concentrated book of 3 stocks worth $127.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Rallybio Corp. Their largest long position is Aeva Technologies Inc at 81% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Canaan Partners XI LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 4 / 3 | $398.8M |
| BlackRock, Inc. | 4 / 3 | $270.4M |
| State Street Corp | 4 / 3 | $155.2M |
| Vanguard Capital Management LLC | 4 / 3 | $102.6M |
| Geode Capital Management, LLC | 4 / 3 | $85.8M |
| Goldman Sachs Group Inc | 4 / 3 | $49.9M |
| Dimensional Fund Advisors LP | 4 / 3 | $47.5M |
| Barclays PLC | 4 / 3 | $32.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Canaan Partners XI LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aeva Technologies Inc COM | $103.3M | 3.60M | 81.2% | —Held | |
| 2 | Tyra Biosciences Inc COM | $24.0M | 750.0K | 18.8% | —Held | |
| 3 | Blink Charging Co COM | $6K | 9.4K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1850694/holdings"
Use Arkolith to show Canaan Partners XI LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 3 | $127.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 3 | $76.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 4 | $136.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 3 | $102.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 4 | $171.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 4 | $66.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 3 | $77.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 3 | $118.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.