Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MeiraGTX HoldingsCUSIP G59665102 | $16.9M | 9.4% | |
| PHYSSprott physical gold Trust | $11.7M | 6.5% | |
| ALDXAldeyra Therapeutics Inc | $11.7M | 6.5% | |
| OCULOcular Therapeutix Inc. | $11.3M | 6.3% | +91.6% |
| RGLDRoyal Gold Inc. | $10.5M | 5.9% | |
| Entera Bio LtdCUSIP M40527109 | $10.4M | 5.8% | |
| NUVBNuvation Bio Inc | $9.1M | 5.1% | +6.7% |
| AEMAgnico Eagle Mines Ltd | $8.2M | 4.6% | |
| Seabridge Gold IncCUSIP 811916105 | $8.2M | 4.6% | |
| KGCKinross Gold Corp | $7.6M | 4.2% | |
| OROR Royalties | $7.1M | 4.0% | |
| SSRMSSR Mining In | $6.9M | 3.9% | |
| FNVFranco Nev Corp | $6.7M | 3.7% | |
| BAHBooz Allen Hamilton HLDG COR | $5.7M | 3.2% | |
| CGAUCenterra Gold Inc | $5.7M | 3.2% | |
| ELTXElicio Therapeutics Inc | $4.7M | 2.6% | +92.1% |
| ABVXAbivax SA Spons | $4.7M | 2.6% | New |
| PAASPan American Silver | $4.5M | 2.5% | |
| PSLVSprott Physical silver Trust | $4.2M | 2.3% | |
| TFPMTriple Flag Precious Metals | $3.4M | 1.9% | |
| ABEOAbeona Therapeutics | $3.0M | 1.7% | |
| GROYGold RTY Corp | $2.8M | 1.5% | |
| NEWPNew Pac Metals Corp | $1.9M | 1.1% | |
| ITAiSHares US Aerospace & Defense | $1.9M | 1.0% | |
| PMPhilip Morris Intl. Inc | $1.8M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| KGCKinross Gold Corp | September 30, 2023 | +418.0% | $7.6M |
| AEMAgnico Eagle Mines Ltd | September 30, 2023 | +241.3% | $8.2M |
| MeiraGTX HoldingsCUSIP G59665102 | September 30, 2024 | +224.0% | $16.9M |
| NUVBNuvation Bio Inc | March 31, 2025 | +222.7% | $9.1M |
| WPMWheaton Precious Metals Corp | September 30, 2023 | +177.0% | $1.4M |
| CDECoeur Mining Inc | March 31, 2025 | +175.7% | $1.6M |
| AGIAlamos Gold Inc | September 30, 2023 | +168.7% | $1.5M |
| NEWPNew Pac Metals Corp | September 30, 2023 | +127.1% | $1.9M |
| CGAUCenterra Gold Inc | June 30, 2025 | +120.0% | $5.7M |
| PMPhilip Morris Intl. Inc | December 31, 2023 | +92.3% | $1.8M |
Sold off last quarter
- CRDLCardiol Therapeutics Inc was $135K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −4.4% | +14.8% |
| December 31, 2025 | +9.2% | +2.4% |
| September 30, 2025 | +32.2% | +7.8% |
| June 30, 2025 | −3.4% | +10.5% |
| March 31, 2025 | +5.8% | −4.6% |
| September 30, 2024 | +36.6% | +5.4% |
| June 30, 2024 | −14.8% | +4.0% |
| March 31, 2024 | +25.3% | +10.0% |
| December 31, 2023 | +5.5% | +11.2% |
| September 30, 2023 | −14.5% | −3.6% |
| June 30, 2023 | −6.0% | +8.3% |
| March 31, 2023 | +21.6% | +7.0% |
| September 30, 2022 | +3.2% | −5.3% |
| June 30, 2022 | +7.2% | −16.5% |
| March 31, 2022 | −9.6% | −4.9% |
| December 31, 2021 | −10.0% | +10.7% |
| September 30, 2021 | +8.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Knoll Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1325083&type=13F-HR&dateb=&owner=include&count=40CIK 1325083
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1325083/000110465926097070/Filed August 14, 2026 · accession 0001104659-26-097070