Roast my portfolio

Hi guys! I am sharing my portfolio and would be grateful if you can evaluate it. • Novo-Nordisk (B) – 14.50% • Amazon.com – 13.49% • Nebius Group (A) – 9.86% • UnitedHealth Group – 9.80% • AST SpaceMobile – 9.28% • Meta Platforms (A) – 7.92% • Fortinet – 7.83% • Lululemon Athletica – 7.78% • Sellas Life Sciences – 6.97% • Alphabet (C) – 2.44% Would you change anything? Besides those stocks I have 10% in sp500 with monthly inputs, also adding to Google monthly. I am skeptical on $sls and I would like to sell $lulu and $ftnt in one year horizon. Thanks!