What Makes IQVIA (IQV) a Good Investment?

Broyhill Asset Management, an investment advisor, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Broyhill Partners appreciated 3.7% net of all fees and expenses in the second quarter, building on first-quarter gains, but falling short of the strong rally across global markets. The MSCI All Country World Index returned 11.7% for the second quarter. During the six months ended June 30, the strategy returned 6.6%, net of all fees and expenses, compared to 10.3% for the index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Broyhill Asset Management highlighted stocks such as IQVIA Holdings Inc. (NYSE:IQV). IQVIA Holdings Inc. (NYSE:IQV) is an analytical technology services and clinical research-providing company to the life sciences and healthcare industries. The one-month return IQVIA Holdings Inc. (NYSE:IQV) was -0.50%, and its shares lost 21.44% of their value over the last 52 weeks. On September 18, 2025, IQVIA Holdings Inc. (NYSE:IQV) stock closed at $190.20 per share, with a market capitalization of $32.334 billion.

Broyhill Asset Management stated the following regarding IQVIA Holdings Inc. (NYSE:IQV) in its second quarter 2025 investor letter:

“We added a new position in IQVIA Holdings Inc. (NYSE:IQV) in the aftermath of Liberation Day. IQVIA is the result of the 2016 combination of Quintiles (a Chapel Hill-based contract research organization, or CRO) with IMS Health (a top healthcare Information Services provider). Given our familiarity with the industry, we were able to move quickly upon seeing the dislocation in its shares. In addition to our investment in Charles River Laboratories (CRL), IQV facilitates scientific research while focusing on later-stage trials and generating a meaningful amount of profits from its technology and data business. We view this as an entrenched, high-quality revenue stream whose scale and network effects afford it an advantage against smaller peers. Despite this, shares still bottomed at 11x forward earnings, and the valuation remains below historical levels.”

IQVIA Holdings (IQV) Snaps 2-Day Losses on Higher-than-Expected Earnings

IQVIA Holdings Inc. (NYSE:IQV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 65 hedge fund portfolios held IQVIA Holdings Inc. (NYSE:IQV) at the end of the second quarter, down from 67 in the previous quarter.  IQVIA Holdings Inc. (NYSE:IQV) reported record revenue of revenue of $4 billion in the second quarter. While we acknowledge the risk and potential of IQVIA Holdings Inc. (NYSE: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 IQVIA Holdings Inc. (NYSE:IQV) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered IQVIA Holdings Inc. (NYSE:IQV) and shared the list of tech stocks to sell according to Ken Fisher. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.