StockDriftsStockDriftsTop 37 Knoll Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGTX | MeiraGTX Holdings | 9.42% | 1.25M | $16.9M | +0.00%(+0) | $4.19(+222.67%) | 2026-06-30 | |
| PHYS | Sprott physical gold Trust | 6.51% | 387.1K | $11.7M | +0.00%(+0) | $34.23(-2.37%) | 2026-06-30 | |
| ALDX | Aldeyra Therapeutics Inc | 6.5% | 5.48M | $11.7M | +0.00%(+0) | $6.24(-75.01%) | 2026-06-30 | |
| OCUL | Ocular Therapeutix Inc. | 6.3% | 1.15M | $11.3M | +91.61%(+550.00K) | $7.48(+34.22%) | 2026-06-30 | |
| RGLD | Royal Gold Inc. | 5.87% | 52.8K | $10.5M | +0.00%(+0) | $195.86(+17.78%) | 2026-06-30 | |
| ENTX | Entera Bio Ltd | 5.81% | 5.88M | $10.4M | +0.00%(+0) | $2.42(+19.63%) | 2026-06-30 | |
| NUVB | Nuvation Bio Inc | 5.06% | 1.60M | $9.1M | +6.67%(+100.00K) | $3.60(+72.94%) | 2026-06-30 | |
| AEM | Agnico Eagle Mines Ltd | 4.56% | 52.8K | $8.2M | +0.00%(+0) | $51.89(+265.55%) | 2026-06-30 | |
| SA | SEABRIDGE GOLD INC | 4.55% | 317.0K | $8.2M | +0.00%(+0) | $13.07(+156.43%) | 2026-06-30 | |
| KGC | Kinross Gold Corp | 4.22% | 320.0K | $7.6M | +0.00%(+0) | $4.66(+485.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.19% | +19.73% | -10.81% | -43.56% |
| Top 20 Holdings Unweighted | +24.98% | +95.21% | +4.18% | +22.75% |
Knoll Capital Management LLC reports $179.31M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are MGTX (9.4%), PHYS (6.5%) and ALDX (6.5%). The top 20 holdings account for 88.71% of reported assets. Its disclosed equity book has returned +19.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Knoll Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1325083). View Knoll Capital Management LLC’s 13F filings on SEC