Challenge my holdings!

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

Here are my current holdings:

$MSFT (+0,32%)

$META (+0,03%)

$MA (-0,6%)

$BRK.B (+0,4%)

$AMZN (+0,88%)

$ASML (-0,76%)

$MSCI (-0,57%)

$MC (+3,18%)

$BKNG (-0,03%)

$SPGI (-0,7%)

$ADBE (-0,6%)

$NOVO B (-0,82%)

$AIR (+0,28%)

$CDNS (+0,94%)

$OR (-0,25%)

$IDXX (+0,94%)

$EL (-1,62%)

$FTNT (+1,25%)

$LULU (-0,62%)