Knoll Capital Management, LLC — 13F Holdings & Portfolio

CIK 1325083 · latest 13F-HR filed 2026-08-14

Knoll Capital Management, LLC manages $179.3M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MGTX (9.42%), PHYS (6.51%), ALDX (6.50%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 11, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
201 S. BISCAYNE BLVD
SUITE 800
MIAMI, FL 33131
Phone
(212) 808-7474
Filing Manager
Knoll Capital Management, LLC
MIAMI, FL
Signatory
Fred Knoll
President
Loading holdings…
AUM

$179.3M

Long-equity book

Holdings

37

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −1 / ↑11 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • OR Royalties$7.1M +83088.2%
  • Ocular Therapeutix Inc.$6.2M +122.1%
  • MeiraGTX Holdings$6.1M +56.0%
  • Booz Allen Hamilton HLDG COR$4.7M +461.3%
  • Entera Bio Ltd$3.9M +60.9%
Show all 11

Top Trims

  • Biohaven Pharmactl Hldg Co-$19.7M -100.0%
  • Royal Gold Inc.-$2.9M -21.6%
  • Agnico Eagle Mines Ltd-$2.5M -23.6%
  • Kinross Gold Corp-$2.2M -22.6%
  • Sprott physical gold Trust-$2.0M -14.9%
Show all 21

New Positions

  • Abivax SA Spons$4.7M
Show all 1

Exited Positions

  • Cardiol Therapeutics Inc$135.0K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MeiraGTX Holdings MGTX G59665102 $16.9M 9.42% 1,250,000 SH
2 Sprott physical gold Trust PHYS 85207H104 $11.7M 6.51% 387,055 SH
3 Aldeyra Therapeutics Inc ALDX 01438T106 $11.7M 6.50% 5,475,516 SH
4 Ocular Therapeutix Inc. OCUL 67576A100 $11.3M 6.30% 1,150,400 SH
5 Royal Gold Inc. RGLD 780287108 $10.5M 5.87% 52,750 SH
6 Entera Bio Ltd ENTX M40527109 $10.4M 5.81% 5,881,879 SH
7 Nuvation Bio Inc NUVB 67080N101 $9.1M 5.06% 1,598,591 SH
8 Agnico Eagle Mines Ltd AEM 008474108 $8.2M 4.56% 52,750 SH
9 SEABRIDGE GOLD INC SA 811916105 $8.2M 4.55% 317,003 SH
10 Kinross Gold Corp KGC 496902404 $7.6M 4.22% 320,000 SH
11 OR Royalties OR 68390D106 $7.1M 3.97% 225,000 SH
12 SSR Mining In SSRM 784730103 $6.9M 3.86% 245,000 SH
13 Franco Nev Corp FNV 351858105 $6.7M 3.72% 32,000 SH
14 Booz Allen Hamilton HLDG COR BAH 099502106 $5.7M 3.18% 13,000 SH
15 Centerra Gold Inc CGAU 152006102 $5.7M 3.18% 359,000 SH
16 Elicio Therapeutics Inc ELTX 28657F103 $4.7M 2.64% 1,211,957 SH
17 Abivax SA Spons ABVX 00370M103 $4.7M 2.60% 35,000 SH
18 Pan American Silver PAAS 697900108 $4.5M 2.50% 100,035 SH
19 Sprott Physical silver Trust PSLV 85207K107 $4.2M 2.34% 222,160 SH
20 Triple Flag Precious Metals TFPM 89679M104 $3.4M 1.92% 115,000 SH
21 Abeona Therapeutics ABEO 00289Y206 $3.0M 1.67% 485,515 SH
22 Gold RTY Corp GROY 38071H106 $2.8M 1.54% 1,000,000 SH
23 New Pac Metals Corp NEWP 64782A107 $1.9M 1.09% 485,000 SH
24 iSHares US Aerospace & Defense ITA 464288760 $1.9M 1.03% 7,650 SH
25 Philip Morris Intl. Inc PM 718172109 $1.8M 1.01% 10,000 SH
26 Coeur Mining Inc CDE 192108504 $1.6M 0.87% 96,132 SH
27 Alamos Gold Inc AGI 011532108 $1.5M 0.85% 50,000 SH
28 Wheaton Precious Metals Corp WPM 962879102 $1.4M 0.78% 12,500 SH
29 Northrop Grumman Corp NOC 666807102 $1.1M 0.61% 2,165 SH
30 Elemental RTY Corp ELE 28620K106 $873.0K 0.49% 50,000 SH
31 Versamet Royalties Corp VMET 92528V200 $820.7K 0.46% 66,621 SH
32 Dakota Gold Corp DC 46655E100 $523.6K 0.29% 122,921 SH
33 Amrize LTD AMRZ H2927K103 $489.0K 0.27% 9,175 SH
34 Altimmune Inc ALT 02155H200 $486.4K 0.27% 160,000 SH
35 Pharming Group NV PHAR 71716E105 $56.8K 0.03% 4,091 SH
36 Orgenesis, Inc. ORGS 68619K105 $20.8K 0.01% 50,623 SH
37 Biohaven Pharmactl Hldg Co G11196105 $15 0.00% 2,328,602 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $179.3M 37 0001104659-26-097070
2026-03-31 2026-05-15 $180.2M 37 0001104659-26-062445
2025-12-31 2026-02-17 $218.0M 34 0001104659-26-016376
2025-09-30 2025-11-14 $186.6M 39 0001104659-25-112578