Challenge my holdings!

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

Here are my current holdings:

$MSFT (+1,69 %)

$META (+0,12 %)

$MA (+0,3 %)

$BRK.B (+0,73 %)

$AMZN (+0,73 %)

$ASML (-1,13 %)

$MSCI (+1,77 %)

$MC (-0,81 %)

$BKNG (+1,34 %)

$SPGI (+1,21 %)

$ADBE (+1,34 %)

$NOVO B (-2,4 %)

$AIR (+1,4 %)

$CDNS (+2,89 %)

$OR (+0,28 %)

$IDXX (+0,01 %)

$EL (-0,12 %)

$FTNT (+1,76 %)

$LULU (+3,59 %)