Challenge my holdings!

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

Here are my current holdings:

$MSFT (-0,67%)

$META (+0,81%)

$MA (-0,15%)

$BRK.B (-0,43%)

$AMZN (+0,97%)

$ASML (-2,37%)

$MSCI (-0,3%)

$MC (-0,98%)

$BKNG (-1,02%)

$SPGI (-1,37%)

$ADBE (-0,02%)

$NOVO B (+0,21%)

$AIR (+0,09%)

$CDNS (-0,32%)

$OR (+0,05%)

$IDXX (+0,69%)

$EL (-0,19%)

$FTNT (+1,06%)

$LULU (-3,2%)