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IQVIA Holdings Inc. (IQV): Billionaire David Tepper Makes Minor Adjustment

IQVIA Holdings Inc. (NYSE:IQV) is one of Billionaire David Tepper’s 10 Small and Midcap Stock Picks with Huge Upside Potential.

IQVIA Holdings Inc. (NYSE:IQV) is a relatively recent addition to the 13F portfolio of Appaloosa Management LP. The fund first disclosed a stake in the company in the second quarter of 2025. This position comprised 300,000 shares. In the third quarter of 2025, this position was reduced by 5% to around 285,000 shares. Filings for the fourth quarter of 2025 reveal that the hedge fund has made another minor reduction in the position, around 1.7% compared to filings for the previous quarter, and owns 280,000 shares in the company.

IQVIA Holdings Inc. (NYSE:IQV) has become a topic of interest on Wall Street following the recent unveiling of IQVIA.ai, a unified agentic AI platform powered by NVIDIA. Under this AI initiative, the company has already deployed 150 AI agents designed to automate clinical trial recruitment and commercial analytics. Hedge funds are betting that this partnership will significantly improve ROI for pharma clients, making IQVIA’s services sticky and harder to replace with traditional Contract Research Organizations. A major overhang for the stock in 2024 and 2025 was a spike in trial cancellations. However, fresh data from February 2026 has reversed this narrative. Management reported that cancellations have normalized back to the $2 billion historical average, down from peaks of nearly $3 billion. With a contracted R&D backlog of $32.7 billion, up 5.3% year-over-year, hedge funds view the company as having high revenue visibility through 2027.

While we acknowledge the risk and potential of IQV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than IQV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Best Stocks to Buy According to Billionaire David Abrams and 15 Best Stocks to Buy According to Billionaire Seth Klarman.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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