Top trades by New Zealand Sharesight users in 2025
Welcome to the 2025 edition of our New Zealand trading snapshot, where we dive into this year’s top trades by 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 New Zealand Sharesight users, while also giving us an opportunity to zoom into the most popular stocks and the market-moving news behind them.
Top trades by New Zealand investors in 2025
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In 2025, the top trades were led primarily by buy trades in NVIDIA (NASDAQ: NVDA), followed by the Smartshares US 500 ETF (NZX: USF). It was a strong year for US tech stocks, as well as global ETFs, with little investment in local stocks and ETFs. Overall, 2025 was a volatile year for markets, characterised by AI-driven hype that sent some technology stocks sharply higher while pushing others lower. It is likely that Sharesight users saw this as an opportunity to buy into US tech stocks at a discount, hence the high proportion of buy trades in the snapshot.
Most-traded stocks by New Zealand investors in 2025
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NVIDIA (NASDAQ: NVDA)
- January: NVIDIA share price suffers biggest one-day loss ever as concerns mount over Chinese AI startup DeepSeek
- February: Share price remains flat despite record-breaking earnings
- March: NVIDIA share price sees biggest monthly drop since September 2022
- April: NVIDIA share price plunges as it reveals US$5.5 billion impact of new Chinese export controls issued by US govt.
- May: NVIDIA share price surges on US-Saudi AI investment deal
- June: NVIDIA share price hits all-time high
- July: Share price hits new record as US reverses ban on chip sales to China; NVIDIA becomes first publicly listed company valued at US$4 trillion
- August: NVIDIA to pay US govt. 15% of Chinese revenue
- September: NVIDIA reveals plan to invest up to US$100 billion in OpenAI
- October: NVIDIA becomes world’s first company worth US$5 trillion
- November: NVIDIA share price drops on news that Google plans to sell AI chips to Meta
- December: Trump allows NVIDIA to sell AI chips to China
Rocket Lab (NASDAQ: RKLB)
- January: Signs five-year contract to launch more hypersonic test vehicles for US military
- July: Rocket Lab reports mixed Q2 earnings results
- August: Rocket Lab share price up 600% YoY
- September: Share price drops on news of US$750 million equity offering
- October: Rocket Lab shares rise following series of new launch deals
- November: Rocket Lab posts record quarterly revenue in Q3 results
- December: Share price jumps 25% in a week amid a series of rocket launches
Tesla (NASDAQ: TSLA)
- January: Tesla’s quarterly earnings miss expectations, with adjusted net income plummeting by 23%
- February: Tesla shares nosedive following Elon Musk controversy, poor sales figures
- March: Tesla share price down 50% from its peak in December 2024
- April: Tesla reveals 71% profit drop in quarterly earnings report, fuelled by negative sentiment around Elon Musk
- May: Tesla share price hits highest level since February
- July: Musk warns of ‘rough quarters’ ahead
- September: Tesla CEO Elon Musk buys almost US$1 billion-worth of Tesla shares in effort to gain more control
- November: Shareholders approve almost US$1 trillion pay package for CEO Elon Musk
- December: Leading broker downgrades Tesla rating due to valuation concerns
Microsoft (NASDAQ: MSFT)
- January: Microsoft beats quarterly earnings estimates
- February: Microsoft cancels data centre plans, raises prices to recoup AI costs
- March: Microsoft share price hits 52-week low amid challenging market
- April: Analysts cut price target for Microsoft amid macroeconomic uncertainty; say Q1 results likely unaffected but 2025 outlook is weak
- May: Microsoft cuts workforce by 3% as it invests more resources in AI
- July: Microsoft share price surges following Q4 earnings beat
- August: Microsoft joins US$4 trillion club following earnings beat
- September: Despite strong earnings, Microsoft share price has been in a rut
- October: Investors sell off Microsoft shares due to AI spending scepticism
- December: Microsoft announces US$17.5 billion AI investment in India
Apple (NASDAQ: AAPL)
- January: Indonesia maintains ban on iPhone 16 despite Apple’s offer to build US$1.6 billion AirTag factory
- February: Apple pledges to invest US$500 billion in US production
- April: Share price has tumbled over 30% from its all-time high
- May: Share price rises following dip caused by Trump’s tariff threats on foreign-made iPhones
- July: Apple sees doubt-digit revenue growth, led by surging iPhone sales
- August: Apple secures tariff exemption on imported goods into US after pledge to invest $100 billion into US manufacturing
- September: Apple share price rallies following iPhone 17 launch
- November: Share price hits a new all-time high amid job cuts and iPhone 17 success
- December: Apple’s AI chief steps down as company struggles to keep up with rivals
Palantir (NASDAQ: PLTR)
- January: Declared the S&P 500’s top-performing stock of 2024
- February: Palantir shares plunge 32% from record high as investors fret over upcoming tariffs
- May: Palantir share price rises 8% on AI news
- July: Palantir exceeds US$1 billion in revenue, boosts full-year guidance due to AI boom
- August: Share price hits all-time high
- November: Palantir tops Q3 estimates and issues strong Q4 guidance, attributed to AI adoption
Amazon (NASDAQ: AMZN)
- February: Amazon share price rises as Alexa gets generative AI update
- March: Amazon doubles down on AI agent technology as share prices decline
- April: Stock rallies following Trump’s comments on easing trade war with China
- August: Amazon share price rebounds from post-Q2 earnings selloff
- September: Amazon’s AWS CEO criticises staff for slow product rollouts
- October: Amazon share price rises 10% after AWS reports strongest quarterly growth in almost three years
- November: AWS plans to invest US$50 billion in AI infrastructure for US govt. agencies
- December: AWS plans to increase cloud capacity could lead to soaring share prices, says analyst
Infratil (NZX: IFT)
- January: Infratil hit by global AI stock selloff fuelled by DeepSeek
- May: Infratil reports NZ$261.3 million loss in its latest annual earnings report
- July: Infratil acquires 9.47% of Contact Energy shares
- August: Infratil sells RetireAustralia for a loss
- November: Infratil revenue up more than one-third in first-half earnings report
- December: Reports growth despite market uncertainty
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FURTHER READING
Top trades by UK Sharesight users in 2025
Welcome to the 2025 edition of our UK trading snapshot, where dive into this year’s top trades by the Sharesight userbase.
Top trades by global Sharesight users in 2025
Welcome to the 2025 edition of our global trading snapshot, where we dive into this year’s top trades by Sharesight users around the world.
Top trades by Australian Sharesight users in 2025
Welcome to the 2025 edition of our Australian trading snapshot, where we dive into this year’s top trades by Sharesight users.