Canaan Partners XI’s Rallybio RLYB Stock Holding History

Canaan Partners XI’s Portfolio RLYB Stock Details RLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-56,250	Closed	-$309K	–	4
2025 Q4	$309K	Hold	56,250	–	–	0.23%	3
2025 Q3	$225K	Sell	56,250 -61,373	-52%	-$258K	0.22%	3
2025 Q2	$318K	Sell	117,623 -73,946	-39%	-$196K	0.19%	4
2025 Q1	$1M	Sell	191,569 -20,642	-10%	-$130K	1.51%	3
2024 Q4	$1.63M	Sell	212,211 -26,662	-11%	-$223K	2.11%	3
2024 Q3	$2.24M	Sell	238,873 -18,591	-7%	-$179K	1.89%	3
2024 Q2	$2.76M	Hold	257,464	–	–	3.34%	3
2024 Q1	$3.81M	Hold	257,464	–	–	4.2%	3
2023 Q4	$4.92M	Hold	257,464	–	–	6.15%	3
2023 Q3	$6.94M	Hold	257,464	–	–	6.09%	4
2023 Q2	$11.7M	Hold	257,464	–	–	8.26%	4
2023 Q1	$11.8M	Hold	257,464	–	–	8.46%	4
2022 Q4	$13.5M	Sell	257,464 -43,750	-15%	-$2.58M	10.63%	4
2022 Q3	$34.9M	Hold	301,214	–	–	14.06%	3
2022 Q2	$18.2M	Hold	301,214	–	–	6.48%	4
2022 Q1	$16.8M	Hold	301,214	–	–	7%	4
2021 Q4	$23M	Buy	+301,214	New	+$35M	5.92%	4

Other funds holding RLYB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

PBPIA

Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return

5VM

5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Canaan Partners XI's RLYB Position: Q1 2026 in Review

Canaan Partners XI sold out of Rallybio (RLYB) in Q1 2026, closing a stake of 56,250 shares — an estimated $309K sold.

Canaan Partners XI first reported a position in RLYB in Q4 2021 and held it in 17 quarters. The position peaked at $34.9M in Q3 2022. 38 funds tracked by Wall St. Rank hold RLYB as of Q1 2026.

Canaan Partners XI reported no remaining Rallybio position as of Q1 2026 after selling out during the quarter.
Canaan Partners XI sold 56,250 Rallybio shares in Q1 2026, an estimated $309K.
Canaan Partners XI first reported a position in Rallybio in Q4 2021 and held it in 17 quarters.
Canaan Partners XI's Rallybio position peaked at $34.9M in Q3 2022.
38 funds tracked by Wall St. Rank held Rallybio as of Q1 2026.

Based on Canaan Partners XI's 13F filing for Q1 2026, filed 24 Apr 2026.