What Makes IQVIA (IQV) an Attractive Investment?

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund’s Investor Class ARTNX, Advisor Class APDNX, and Institutional Class APHNX returned 6.77%, 6.76%, and 6.80%, respectively, in the second quarter, compared to a 10.94% return for the S&P 500 Index. In addition, you can check the top 5 holdings of the strategy to know its best picks in 2025.

In its second-quarter 2025 investor letter, Artisan Select Equity Fund 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 of IQVIA Holdings Inc. (NYSE:IQV) was -5.90%, and its shares lost 24.23% of their value over the last 52 weeks. On September 26, 2025, IQVIA Holdings Inc. (NYSE:IQV) stock closed at $179.56 per share, with a market capitalization of $30.525 billion.

Artisan Select Equity Fund stated the following regarding IQVIA Holdings Inc. (NYSE:IQV) in its second quarter 2025 investor letter:

"We added IQVIA Holdings Inc. (NYSE:IQV) to the portfolio this quarter. IQV is the leader in the contract research organization (CRO) industry. CROs conduct clinical trials for large pharmaceutical and biotechnology companies. Because of their scale and global operations, large CROs such as IQV can run clinical trials cheaper, faster and better than their clients can do themselves. This explains why CROs have been taking share from pharmaceutical companies’ internally run clinical trials for decades. Clinical trial outsourcing penetration 15 years ago was around 30% but is nowmorethan50%. Industry observers project it could eventually reach 70% or more as the pharmaceutical industry continues to manage its fixed cost base. Finding participants for clinical trials, running the trials and navigating the regulatory landscape is complex, expensive and time-consuming. IQV has about a 22% share of the CRO industry, followed by ICON and PPD (a unit of ThermoFisher), which each have 20%. The rest of the industry is fragmented across multiple players.

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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 potential of IQVIA Holdings Inc. (NYSE:IQV) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered IQVIA Holdings Inc. (NYSE:IQV) and shared Broyhill Asset Management's views on the company. 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.

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