Agronomics Limited · AIM: ANIC

Agronomics portfolio tracker

23 companies, 10 with a regulatory approval. Stage and latest news for each, with a source.

Stage

Revenue4
Early revenue8
Pre-revenue10
Not disclosed1

Companies

24 companies

Company	Weight	Multiple	Last round	Latest	Next
Liberation Bioindustries	25%	1.61×	10 mo Series A1	30 Sep 2026 Richmond construction paused	Close a ~US$25m funding package (targeted for H1 2027, timing uncertain), then about 6 months to commissioning and first production.
SuperMeat	14%	1.27×	6 mo Series A4	12 May 2026 Series A-4 first close: US$6m of a US$10m target	A Swiss regulatory submission, then approval and a licensed launch with Migros/Micarna.
BlueNalu	8%	1.06×	10 mo CLN & preferred stock	Mar 2026 Expects FDA clearance 'in the next several weeks'	FDA 'no questions' letter, then a restaurant launch in San Diego.
Onego Bio	8%	1.57×	2.2 yr Series A	Oct 2026 US court dismisses its patent suit against EVERY	Commercial supply through co-manufacturers; Wisconsin plant in 2028.
Formo	7%	2.50×	2.2 yr Series B	28 Oct 2026 FDA 'no questions' letter for precision-fermented casein	A second GRAS notice for broader food and nutrition uses.
All G	7%	0.91×	9 mo CLN	Aug 2026 Investment from Xeraya Capital	Grow US sales; expand in Southeast Asia; GRAS filing for human lactoferrin.
Clean Food Group	5%	4.36×	2.6 yr Seed	Nov 2026 First consumer product: Raven Botanicals cleanser	Bring the Knowsley plant to full capacity.
The EVERY Company	4%	1.01×	12 mo Series D	Oct 2026 Onego Bio's challenge to its egg-protein patent dismissed	Start commercial-scale OvoPro production at ADM's Clinton, Iowa plant.
Solar Foods	4%	1.13×	4 mo Private placement	9 Nov 2026 Positive EFSA opinion on Solein	EU authorisation (expected 7–9 months after EFSA's Nov 2026 opinion); FDA 'no questions' letter (targeted for end-2026); Factory 02 investment decision.
LIVEKINDLY Collective	3%	1.80×	9.6 yr Series B	Nov 2026 Completes the Greenforce acquisition	Integrate Greenforce and Dalco Food.
California Cultured	3%	2.17×	2.1 yr Seed	27 Mar 2026 GRAS filing; US launch targeted for 2026	FDA response to its GRAS notice; first US cocoa powder sales.
Meatly	2%	2.76×	5 mo Series A1	2 Nov 2026 Moved to Imperial's Grapht Works	First production runs at Grapht Works in 2027, then wider product releases.
Mosa Meat	2%	1.02×	4.1 yr Series A extension	8 Jul 2026 €875k loan from Invest International	First approval, likely the UK or Switzerland, for cultivated fat in blended products.
GALY	2%	2.22×	2.2 yr Series B	Oct 2026 WunderHaus chocolate brand launched	General US launch of WunderHaus in Dec 2026; an FDA 'no questions' letter for its cocoa; UAE launch in 2027.
Tropic	2%	0.98×	8 mo Series C	17 Jul 2026 Confirmed as precision bred in England	Scale banana and rice volumes; launch the TR4-resistant banana in 2027.
CellX	1%	1.16×	3.3 yr Series A+	3 Apr 2025 Pivots to mycelium; launches Mourish in the US	Wider US retail for Mourish; B2B sales of its mycelium ingredient.
HydGene Renewables	1%	0.98×	3.3 yr Seed	4 Jun 2026 Selected for Greentown Go Make 2026	First-of-a-kind demonstration and industrial partnerships.
Umami Bioworks	<1%	0.92×	12 mo Series A	2 Sep 2025 EU feed registration for cultivated fish ingredients	First pet-food launch in the EU, UK or Singapore.
Rebellyous Foods	<1%	1.19×	22 mo Series B extension	29 Dec 2025 Mock 3 production system in commercial use	Lower costs with Mock 3 towards price parity.
Geltor	<1%	0.03×	15 mo Equity round	18 May 2026 PrimaColl wins a 2026 C&T Allē Award	Grow PrimaColl food and supplement sales.
Laverock Therapeutics	<1%	1.00×	16 mo Seed extension	30 Sep 2026 In-vivo programmes in oncology and genetic medicine	Move the lead programme toward clinical development.
Bond Pet Foods	0%	—	—	12 May 2026 FDA Letter of No Objection for Lamb Protein Yeast	Hill's product launch in the US; clearance for use in cat food.
Wild Microbes	0%	—	—	30 Jun 2025 Holding written down to nil	No public milestones reported.
Meatable	0%	—	—	19 Dec 2025 Dissolution and end of operations	None. Company dissolved.

Value = Agronomics' carrying value at each reported date, Jun 2022 – Jun 2026, labelled with the latest; each line scaled to its own peak. Weight = share of portfolio at 30 Jun 2026, from Agronomics' Q2 2026 Investor Report. Multiple = carrying value ÷ cash invested: across current holdings, £104.9m → £138.5m (1.32×). Agronomics' headline capital invested, £123.8m, also counts holdings no longer in its table. Annual returns are on Financials. Last round = time since the company's latest funding round, from the same report; over two years in amber.

Geography

Where companies are based and where they sell. Approvals by country are on Sector.

Companies
1
2
3–5
6+

Headquarters