Challenge my holdings!

I challenge you to critique my current holdings. Any critique is welcome. Go!

Here are my current holdings:

$MSFT (+0.51%)

$META (-0.16%)

$MA (+0.08%)

$BRK.B (-0.06%)

$AMZN (+0.09%)

$ASML (-1.12%)

$MSCI (-0.15%)

$MC (+1.38%)

$BKNG (-0.12%)

$SPGI (+0.05%)

$ADBE (+0.02%)

$NOVO B (-1.61%)

$AIR (-0.64%)

$CDNS (-0.18%)

$OR (-0.54%)

$IDXX (+0.04%)

$EL (+1.78%)

$FTNT (+0.06%)

$LULU (+0.06%)