Challenge my holdings!

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

Here are my current holdings:

$MSFT (-0.64%)

$META (+0.06%)

$MA (-0.38%)

$BRK.B (-0.05%)

$AMZN (+0.61%)

$ASML (-2.06%)

$MSCI (-0.74%)

$MC (-0.72%)

$BKNG (+0.2%)

$SPGI (+0.24%)

$ADBE (-0.21%)

$NOVO B (-1.91%)

$AIR (+0.08%)

$CDNS (-2.08%)

$OR (-1.8%)

$IDXX (-1.05%)

$EL (-0.82%)

$FTNT (+0.26%)

$LULU (-1.95%)