Challenge my holdings!

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

Here are my current holdings:

$MSFT (-0.2%)

$META (+0.68%)

$MA (+0.24%)

$BRK.B (+0.02%)

$AMZN (+1.62%)

$ASML (-0.48%)

$MSCI (+1.74%)

$MC (+1.61%)

$BKNG (+1.57%)

$SPGI (-0.08%)

$ADBE (+0.08%)

$NOVO B (+1.03%)

$AIR (+1.26%)

$CDNS (+0.58%)

$OR (+0.79%)

$IDXX (+0.5%)

$EL (-0.38%)

$FTNT (-0.51%)

$LULU (+1.64%)