Challenge my holdings!

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

Here are my current holdings:

$MSFT (+1,01%)

$META (+1,65%)

$MA (+0,64%)

$BRK.B (+1,12%)

$AMZN (+4,5%)

$ASML (+3,91%)

$MSCI (+1,18%)

$MC (-3,82%)

$BKNG (+0,21%)

$SPGI (+0,29%)

$ADBE (-0,74%)

$NOVO B (-0,59%)

$AIR (+1,49%)

$CDNS (+1,18%)

$OR (+0,79%)

$IDXX (+1,03%)

$EL (+1,09%)

$FTNT (+0,05%)

$LULU (-10,89%)