Challenge my holdings!

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

Here are my current holdings:

$MSFT (-0,75%)

$META (-0,71%)

$MA (-0,68%)

$BRK.B (+0,11%)

$AMZN (+0,47%)

$ASML (-1,8%)

$MSCI (-0,13%)

$MC (-1,3%)

$BKNG (+0,2%)

$SPGI (-0,73%)

$ADBE (-0,28%)

$NOVO B (-1,85%)

$AIR (+0,33%)

$CDNS (-1,88%)

$OR (-1,73%)

$IDXX (-1,01%)

$EL (-0,63%)

$FTNT (+0,73%)

$LULU (-1,98%)