Challenge my holdings!

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

Here are my current holdings:

$MSFT (+0,64%)

$META (+1,94%)

$MA (-0,95%)

$BRK.B (-0,65%)

$AMZN (+2,02%)

$ASML (-2,35%)

$MSCI (-1,02%)

$MC (-1,19%)

$BKNG (+2,21%)

$SPGI (-1,22%)

$ADBE (-0,93%)

$NOVO B (-1,37%)

$AIR (+2,85%)

$CDNS (+1,32%)

$OR (-1,17%)

$IDXX (-1,05%)

$EL (-1,3%)

$FTNT (-0,05%)

$LULU (-0,8%)