Challenge my holdings!

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

Here are my current holdings:

$MSFT (-0,3 %)

$META (-1,27 %)

$MA (+0,01 %)

$BRK.B (-0,08 %)

$AMZN (-1,56 %)

$ASML (-7,95 %)

$MSCI (+1,28 %)

$MC (+0,34 %)

$BKNG (-1,14 %)

$SPGI (-0,51 %)

$ADBE (-0,77 %)

$NOVO B (-0,72 %)

$AIR (+1,28 %)

$CDNS (-1,78 %)

$OR (-0,06 %)

$IDXX (-1,45 %)

$EL (+0,66 %)

$FTNT (-1,69 %)

$LULU (+1,38 %)