Knoll Capital Management, LLC

1. Portfolio Overview

Knoll Capital Management’s 13F filing for the period ending September 30, 2025, reveals a concentrated, high-conviction portfolio totaling approximately $131.4 million across 22 holdings. The firm manages a relatively compact portfolio compared to larger institutional asset managers, which allows for meaningful positions in smaller or mid-cap companies.

During the quarter, the portfolio experienced a decrease in value of -6.6% (dropping from $140.65 millio...