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      <news:title><![CDATA[8월 3일 SEC 실적공시 0건…이번주 AMD·샌디스크·릴리 실적 대기 속 GE버노바 예상치 하회]]></news:title>
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    <loc>https://inteliview.kr/insights/guru-report/philippe-laffont-13f-q1-2026</loc>
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      <news:publication_date>2026-08-02T08:05:31.423Z</news:publication_date>
      <news:title><![CDATA[필립 라폰트 Q1 2026 포트폴리오 — TSM 비중 확대, ORCL·SNOW 등 5종목 전량 매도]]></news:title>
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      <image:title><![CDATA[필립 라폰트 Q1 2026 포트폴리오 — TSM 비중 확대, ORCL·SNOW 등 5종목 전량 매도]]></image:title>
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