Top trades by New Zealand Sharesight users — July 2025

Welcome to the July 2025 edition of Sharesight’s monthly trading snapshot for New Zealand investors, where we look at the top 20 trades made by New Zealand Sharesight users. Below we will look at the top trades overall, plus the top trades in individual stocks, which allows us to observe the broader investment trends by Sharesight users in New Zealand, while also giving us an opportunity to zoom into the most popular stocks and the market-moving news behind them.

Top trades in July 2025

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This month, the top trades were strongly led by the Smartshares US 500 ETF (NZX: USF), followed by NVIDIA (NASDAQ: NVDA) and Vanguard’s S&P 500 ETF (ASX: VOO). It was a strong month for ETF trading overall, with 9 of the top 20 trades consisting of ETFs. US tech stocks were also a particular focus for New Zealand investors over the period.

Most-traded stocks in July 2025

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This month’s top-traded stocks were led by NVIDIA (NASDAQ: NVDA), which saw its share price continue to climb throughout the month. The top trades were followed by Rocket Lab (NASDAQ: RKLB), which saw its shares hit an all-time peak mid-month, coinciding with the company’s launch of seven satellites.

Let’s look at some of the market-moving news behind some of this month’s top stocks:

NVIDIA (NASDAQ: NVDA)

• NVIDIA becomes first publicly listed company valued at US$4 trillion
• Share price hits new record as US reverses ban on chip sales to China

Rocket Lab (NASDAQ: RKLB)

• Rocket Lab reports mixed Q2 earnings results
• Share price has grown over 800% in 12 months

Tesla (NASDAQ: TSLA)

• Tesla CEO Elon Musk awarded US$44 billion in shares
• Share price plummets as investors disapprove of Musk’s foray into politics
• Musk warns of ‘rough quarters’ ahead

Microsoft (NASDAQ: MSFT)

• Microsoft share price surges following Q4 earnings beat
• Microsoft becomes second company to exceed US$4 trillion in market value

Infratil (NZX: IFT)

• Infratil acquires 9.47% of Contact Energy shares
• Is Infratil an undervalued AI play?
• Infratil shares rise 4% on news of ASX 200 inclusion

Apple (NASDAQ: AAPL)

• Apple sees doubt-digit revenue growth, led by surging iPhone sales
• Market onlookers express doubt about Tim Cook’s leadership

Palantir Technologies (NASDAQ: PLTR)

• Palantir exceeds US$1 billion in revenue, boosts full-year guidance due to AI boom
• Share price hits new all-time high

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FURTHER READING

• Subscribe to Sharesight20 trading snapshots
• How Sharesight calculates your investment performance
• Sharesight users' top 20 trades – June 2025