Challenge my holdings!

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

Here are my current holdings:

$MSFT (+0,79%)

$META (+0,78%)

$MA (+1,14%)

$BRK.B (+0,44%)

$AMZN (+0,72%)

$ASML (+0,09%)

$MSCI (+0,53%)

$MC (+0,66%)

$BKNG (+0,77%)

$SPGI (+0,48%)

$ADBE (+0,66%)

$NOVO B (+2,89%)

$AIR (+0,06%)

$CDNS (+0,75%)

$OR (+0,06%)

$IDXX (+0,57%)

$EL (+0,93%)

$FTNT (+0,67%)

$LULU (+0,82%)