Challenge my holdings!

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

Here are my current holdings:

$MSFT (+0.11%)

$META (+0.11%)

$MA (-0.2%)

$BRK.B (+0.08%)

$AMZN (+0.28%)

$ASML (+0.02%)

$MSCI (+0.68%)

$MC (-1.06%)

$BKNG (+0.69%)

$SPGI (+0.52%)

$ADBE (+0.49%)

$NOVO B (+4.25%)

$AIR (+0.05%)

$CDNS (+0.18%)

$OR (+0.29%)

$IDXX (+0.76%)

$EL (-0.82%)

$FTNT (+0.69%)

$LULU (+0.42%)