Challenge my holdings!

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

Here are my current holdings:

$MSFT (+0,43%)

$META (-0,14%)

$MA (-0,21%)

$BRK.B (+0,11%)

$AMZN (+0,44%)

$ASML (-0,09%)

$MSCI (+0,72%)

$MC (-1,04%)

$BKNG (+0,74%)

$SPGI (+0,43%)

$ADBE (+0,57%)

$NOVO B (+4,06%)

$AIR (+0,42%)

$CDNS (+0,24%)

$OR (+0,17%)

$IDXX (+0,81%)

$EL (-0,77%)

$FTNT (+2,61%)

$LULU (+0,79%)