Challenge my holdings!

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

Here are my current holdings:

$MSFT (-0,34 %)

$META (-0,72 %)

$MA (+1,14 %)

$BRK.B (+0,75 %)

$AMZN (-0,06 %)

$ASML (+0,27 %)

$MSCI (+0,6 %)

$MC (-0,7 %)

$BKNG (-0,46 %)

$SPGI (+0,21 %)

$ADBE (+0,38 %)

$NOVO B (+2,51 %)

$AIR (+1,69 %)

$CDNS (-0,03 %)

$OR (-0,06 %)

$IDXX (-0,14 %)

$EL (+0,54 %)

$FTNT (-0,15 %)

$LULU (+1,01 %)